Sell six sessions, not six separate bookings. Describe your packages and Taskade Genesis builds an app that takes payment for a block up front, books individual sessions against the balance, decrements the count as each one happens, and tells the client what they have left before you have to.
The Time Tracker is a live Taskade Genesis app on this page. It already counts hours against a record, which is the hard half of a package; press "Use this app" to clone it in about ten seconds, then add the package purchase, the balance remaining, and the top-up prompts described below.
Packages are better business than single sessions and worse admin, which is why so many coaches, tutors, trainers, and therapists sell them badly. The awkward moments are always the same: nobody is sure how many sessions are left, an expiry date passes unnoticed, and a cancellation two hours before the session may or may not count against the block. Writing those rules down once, inside the app, removes all three arguments.
What the build gives you: a package record per client with sessions purchased, sessions used, sessions remaining, and an expiry date. Plus a booking that decrements the balance when marked Completed, a clear late-cancellation rule you set once, a top-up prompt when the balance gets low, and a statement the client can see.
The same data renders across the layouts you need:
- Table view for every client with purchased, used, remaining, and expiry columns
- Calendar view for booked sessions across all packages
- Board view to see packages by state: Active, Low Balance, Expiring, and Finished
- Plus List, Mind Map, Gantt, and Org Chart across the rest of the 7 project views
Automations keep the count honest. Marking a session Completed triggers a field update that decrements the balance. A filter watches for balances at or below one session and sends a top-up offer with a Stripe Checkout link. A scheduled trigger warns about packages expiring in the next fortnight. Across 100+ bidirectional integrations, Stripe pulls purchases in while email and Slack push balance updates out. Automations run on paid plans; the Free plan includes 10 flow runs in total.
The AI agents in the app carry 34 built-in tools including persistent memory. The Packages agent writes the top-up offer at the right moment, summarizes what has been covered across the block so far, and drafts the session notes into something the client can actually read.
There is one more reason to run packages inside the booking app rather than in an invoicing tool. The balance is only half the story: the other half is what has actually been covered across the block, and that lives in the session notes. When both sit on the same record, the mid-package check-in writes itself, and the client sees progress rather than a countdown. Progress is what sells the next block.
Clone the app, invite your team, and the balances are yours. No per-client fee for keeping a number in a column.
Packages are also the simplest way to smooth out a lumpy income. Selling six sessions in one transaction moves cash forward and removes six separate payment conversations from your month. The trade is that you owe the delivery, which is exactly why the balance, the expiry, and the session notes need to be visible to both sides rather than living in your accounting software where the client never sees them.
Learn payment links in Learn, field triggers in Learn, and table layouts in Learn. Browse live builds in the Community Gallery. Pair this with the tutoring hours prompt for hour-based rather than session-based blocks, and the recurring rebooking series to keep a package moving at a steady pace.
Frequently Asked Questions
When does a session count as used?
When you mark it Completed, which is the only moment everyone agrees on. Booking a session should not decrement the balance, because bookings move and a balance that moves with them is a balance nobody trusts.
How do late cancellations work?
You set the rule once, for example a cancellation inside 24 hours counts as used. The record shows which rule was applied and why, so the conversation is about the policy rather than about anyone's memory.
Can packages expire?
Yes. Put an expiry date on the package and a scheduled automation warns the client, and you, before it passes. Warning people is the difference between an expiry that protects your diary and one that loses you a customer.
Can a client see their balance?
Yes. Publish a client-facing view of their package, and on Business plans and above you can put it behind app sign-in on your own domain so each client sees only their own record.
What if a client wants to buy a bigger block mid-way?
Add the purchase to the same package record and the remaining balance goes up. Selling the next block while there is still one session left is far easier than selling it from zero, which is why the low-balance prompt fires at one rather than at none.
Can two people share a package?
Yes, if you allow it. Attach more than one attendee to the package and decide whether a joint session counts once or twice. Families and business partners ask for this more often than you would expect.
Does it handle different session lengths?
Track hours instead of sessions if your lengths vary. The tutoring hours prompt is built exactly that way, and the two approaches are otherwise identical.
Can I see which packages are stalling?
Yes. Sort by last session date and the stalled blocks rise to the top. A client who has not booked in six weeks is the one to message, and a package that never gets used is a refund conversation waiting to happen.
