Spotbase

Tutorial

Configure pricing and package logic

Create practical pricing models and customer-facing price lists.

Before you start

  • Confirm your spot is onboarded and you can access the Pricing area in the app.
  • Prepare 3 to 5 real services you offer (for example: private lesson, group lesson, board rental).
  • Decide if you want to sell single services only, packages only, or both.

Step 1: Open Pricing and create your first items

  1. Go to the Pricing section in Spotbase.
  2. Add your first pricing item (name, unit, and price).
  3. Repeat for your core services and rentals.

Recommended starting set:

  • Private lesson (1h)
  • Group lesson (2h)
  • Equipment rental (1 day)
  • Add-on service (video review, transfer, etc.)

Image placeholder: Screenshot of the “Add item” form with fields for name, price, and unit.

Step 2: Group items for cleaner operations

  1. Create item groups that match how your team works.
  2. Place each item into the right group.

Practical group examples:

  • Lessons
  • Rentals
  • Add-ons

Grouping helps your team find the right item quickly during busy front-desk periods.

Image placeholder: Screenshot of item groups with at least two groups and items assigned to each.

Step 3: Create packages from items

  1. Add a new package (name, package price, short description).
  2. Add included items and define quantity for each.
  3. Save and review package total value versus package sale price.

Practical package examples:

  • Beginner Kite Pack: 3 group lessons + 2 rentals
  • Surf Week Starter: 5 lessons + gear add-on

Image placeholder: Screenshot of package creation flow with item selection and quantity controls.

Step 4: Validate package pricing logic

  1. Compare package price against sum of individual item prices.
  2. Ensure margin still works for your operation.
  3. Keep package names and descriptions simple for customers.

Quick check:

  • If package discount is too high, daily operations become harder to sustain.
  • If package discount is too low, customers see little reason to buy bundles.

Image placeholder: Screenshot of one package showing item composition and final package price.

Step 5: Review public price list output

  1. Open the customer-facing price list view.
  2. Check that item names, package names, and prices are clear.
  3. Confirm there are no internal notes or confusing labels.

Quality checklist:

  • Names are customer-readable
  • Currency and units are consistent
  • Package descriptions explain what is included

Image placeholder: Screenshot of the public price list page showing items and packages.

Step 6: Run one real-world scenario

Test with a realistic booking and sale:

  1. Pick one common customer flow.
  2. Use your new pricing items and one package.
  3. Verify your team can apply pricing quickly and consistently.

Example scenario:

  • Customer books 2 private lessons and 1 rental day.
  • Team checks whether single-item pricing or a package is better.
  • Front desk can explain pricing in under 30 seconds.

Common mistakes to avoid

  • Creating too many items before naming conventions are clear.
  • Mixing internal operational terms with customer-facing labels.
  • Building packages before validating single-item prices.

What to do next

  • Create your first customer profile.
  • Log a visit and attach the correct pricing item or package.
  • Review your top sold items after one operational week and refine.

Founding Partner Offer

Need help with your onboarding setup

Reach out and we can help tailor your first-week rollout based on your operation type.