# Setting Up Bundles

Bundles let you group any combination of show tiers and class tiers together for purchase at a single set price. Patrons add the bundle in one click during checkout, and the system automatically assigns the next available date for each included event.

> **Direct link:** [Bundles Dashboard](https://crowdwork.com/dashboard/bundles)

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## What Bundles Can Do

Bundles are ideal for cross-selling across your programming and creating package deals that give patrons more value. Here are two ways theatres use them:

**Show + Class Combo** — Pair a show ticket with a related workshop or class registration at a combined price. For example, bundle your Friday night show with your Saturday beginner improv class as an intro-to-your-theatre offer.

**Full Night Out** — If you run an early show and a late show on the same evenings, bundle a ticket to each as a full-night offer. Patrons get both shows in one purchase at a package price.

When a patron purchases a bundle, each included item is automatically assigned to the next available occurrence — so checkout is fast and seamless. You control which events display the bundle offer at checkout, so the same bundle can appear on multiple event pages even if those events have nothing to do with what's in the bundle.

{% hint style="info" %}
**Looking for season passes, unlimited access, or recurring attendance programs?** Those are best handled by [Memberships](https://docs.crowdwork.com/for-theatres/setting-up-memberships), which give patrons ongoing access to tagged events with flexible billing options. Bundles are designed for one-time package purchases at checkout.
{% endhint %}

***

## Creating a Bundle

Go to [**Dashboard → Bundles**](https://crowdwork.com/dashboard/bundles) and click **+ Create New Bundle**.

### Step 1 — Assign the Bundle to Events

The first field controls which events display this bundle as a purchase option during checkout.

* Type to search for a specific show, class, or tag
* Select **All Shows** or **All Classes** to show the bundle sitewide across that event type
* You can combine multiple selections (for example: "All Classes" plus one specific show)

**Exclude Specific Events** — Use this field to remove specific shows, classes, or tags from displaying the bundle, even if they'd be included by your broad assignment. For example: assign to "All Shows" but exclude one show that doesn't make sense with this bundle.

{% hint style="warning" %}
**Pay What You Want (PWYW) events:** If a bundle appears on a PWYW event, the bundle itself also becomes pay what you want. Check **Exclude PWYW Events** to prevent this and keep your bundle at its set price on all events.
{% endhint %}

### Step 2 — Name, Price, and Description

* **Bundle Name** — The name patrons see at checkout
* **Bundle Cost** — The flat price for the entire bundle. This is **not** automatically calculated from the included tiers — you set this price directly, which is how you create a discount or special value offer
* **Bundle Description (optional)** — A short description shown to patrons during checkout. Use this to explain the value, for example: *"Come to First Show and take our beginner workshop — bundled at a discount."*

### Step 3 — Bundle Items

This is where you define what's included. Each item is a specific pricing tier from a show or class — not an event as a whole.

1. Click **+ Add Item**
2. Type to search and select a tier (e.g. "The Friday Show • VIP Circle ($20.00)")
3. Repeat for each tier you want to include
4. To include the same tier more than once, simply add it multiple times — each entry counts as a separate admission

{% hint style="info" %}
**Items are selected by pricing tier.** If a show has multiple tiers (General, VIP, Student), you pick the specific tier(s) you want in the bundle — not the show as a whole. For example, you might bundle only the "General" tier of one show with the "Beginner" tier of a class.
{% endhint %}

{% hint style="warning" %}
**Each bundle item uses the next upcoming date.** When a patron purchases a bundle, each included event is automatically assigned to its next upcoming occurrence. If any included event has no upcoming dates, the entire bundle will not appear at checkout. Before creating or troubleshooting a bundle, confirm that every included event has at least one future date scheduled.
{% endhint %}

Click **Save Bundle** when finished.

***

## How Bundles Appear to Patrons

Bundles appear in the checkout modal alongside regular ticket tiers. Each bundle is displayed as a card with a **Bundle** badge, the bundle name, total price (including fees), and optional description. Patrons can toggle **Show Details** to see exactly which events and tiers are included, along with the next available date for each.

{% hint style="info" %}
**Automatic date assignment:** Bundles always use the next available occurrence for each included event at the time of purchase. Patrons don't choose dates — the system picks them automatically.
{% endhint %}

{% hint style="warning" %}
**A patron checking out for one event can purchase a bundle for different events entirely.** A bundle assigned to Event A may include tiers from Event B and Event C. A patron on Event A's checkout page can complete the bundle purchase and receive admissions to those other events — without purchasing anything for Event A. This is intentional. Use the bundle name and description to clearly communicate what patrons are getting.
{% endhint %}

***

## Managing Bundles

From the [Bundles dashboard](https://crowdwork.com/dashboard/bundles), you can see all your bundles with their included items, where they're assigned, cost, purchase count, and status. Click **Edit** on any bundle to modify it.

**Bundle status options:**

* **Active** — The bundle is live and visible at checkout
* **Paused** — The bundle is temporarily hidden from checkout but not deleted
* **Archived** — The bundle is retired and no longer shown to patrons

**Editing a bundle:** You can update a bundle's name, price, description, items, or assignment at any time by clicking **Edit** from the Bundles dashboard. Changes apply to future purchases only — existing orders are not affected.

***

## Bundles and Discount Codes

Discount codes can be applied to a specific bundle. When creating or editing a discount code, type the bundle name in the **Apply Discount** field — bundles appear alongside shows, classes, and tags as valid assignment targets.

{% hint style="success" %}
🥕 See [Setting Up Discount Codes](https://docs.crowdwork.com/for-theatres/setting-up-discount-codes) for full details on creating and managing discount codes.
{% endhint %}

***

## Bundle Orders and Reporting

When a patron purchases a bundle, the order appears in your [Orders dashboard](https://crowdwork.com/dashboard/orders) and in the relevant Tickets or Registrations screens for each included event.

**How costs are displayed:** Each tier in the bundle appears as a separate line item sharing the same Order ID. The cost shown per item is a proportional allocation of the total bundle price — the system distributes the bundle cost across included items based on their relative list prices.

**Custom checkout fields:** If any included events have custom checkout fields, those fields all appear during the bundle checkout. Patrons fill them out as part of the same transaction.

**Confirmation emails:** Bundle confirmation emails list all included items grouped together, rather than being tied to a single event name.

***

## Common Questions

<details>

<summary><strong>Can I include the same tier in a bundle more than once?</strong></summary>

Yes. Click **+ Add Item** multiple times and select the same tier each time. This lets you create a "two-session pack" from a single class tier, for example.

</details>

<details>

<summary><strong>Can I bundle tiers from completely different, unrelated events?</strong></summary>

Yes — bundles can include any combination of tiers from any shows and classes in your account, regardless of how unrelated they are.

</details>

<details>

<summary><strong>What happens if a bundle is assigned to a Pay What You Want event?</strong></summary>

If the bundle is displayed on a PWYW event, the bundle itself also becomes pay what you want. To prevent this, check **Exclude PWYW Events** when creating or editing the bundle.

</details>

<details>

<summary><strong>Does purchasing a bundle let patrons choose their dates?</strong></summary>

No. The bundle automatically assigns the next available occurrence for each included event at the time of purchase. Patrons cannot select specific dates when purchasing a bundle.

</details>

<details>

<summary><strong>What if my event has multiple showtimes on the same day (e.g., 5pm and 8pm)?</strong></summary>

The bundle assigns the **next available occurrence** — which is determined by date and time. If your Friday show has both a 5pm and an 8pm performance, the bundle will assign whichever is the next upcoming occurrence at the moment of purchase. The patron cannot choose between the two. If you need patrons to get a specific showtime, consider creating each time slot as its own separate show listing so you can include the exact tier you want in the bundle.

</details>

<details>

<summary><strong>Can I see which orders came from a bundle purchase?</strong></summary>

Yes. Bundle orders are visible in the [Orders dashboard](https://crowdwork.com/dashboard/orders). Within the order detail view, the bundle purchase is identified and the cost breakdown shows the proportional allocation across each included item.

</details>

<details>

<summary><strong>Can a patron purchase both a bundle and individual tickets in the same checkout?</strong></summary>

Yes. Bundles appear alongside regular ticket tiers in the checkout modal, so patrons can select a bundle and individual tickets in the same transaction.

</details>

<details>

<summary><strong>Why isn't my bundle appearing at checkout?</strong></summary>

A bundle only appears when all of its included items have availability for the next upcoming occurrence. If any included event is sold out for its next date, the bundle is hidden from checkout until availability opens up — for example, if a new occurrence becomes the next date, or if a cancellation frees up a spot. Check the capacity and availability of each event included in the bundle to identify the issue.

</details>

<details>

<summary><strong>Can I use a bundle as a season pass?</strong></summary>

Bundles are designed for one-time package purchases, not ongoing access programs. For season passes, festival badges, or any program where patrons get recurring or extended access to your events, [Memberships](https://docs.crowdwork.com/for-theatres/setting-up-memberships) is the right feature — it supports flexible billing (monthly, yearly, or one-time), usage limits, and automatic renewal. See the [Memberships Quick Start Guide](https://docs.crowdwork.com/the-academy/crowdwork-academy/memberships-quick-start-guide) to get started.

</details>

<details>

<summary><strong>Can I apply a discount code to a bundle?</strong></summary>

Yes. When creating a discount code, select the bundle by name in the Apply Discount field. See [Setting Up Discount Codes](https://docs.crowdwork.com/for-theatres/setting-up-discount-codes) for details.

</details>

***

## Related Tasks

| Task                                           | Where to Find It                                                                               |
| ---------------------------------------------- | ---------------------------------------------------------------------------------------------- |
| Create a bundle                                | [Dashboard → Bundles → + Create New Bundle](https://crowdwork.com/dashboard/bundles/new)       |
| Apply a discount code to a bundle              | [Setting Up Discount Codes](https://docs.crowdwork.com/for-theatres/setting-up-discount-codes) |
| View and manage bundle orders                  | [Dashboard → Orders](https://crowdwork.com/dashboard/orders)                                   |
| Export order data                              | [Exporting Your Data](https://docs.crowdwork.com/for-theatres/exporting-your-data)             |
| Create shows and classes to include in bundles | [Creating a Show or Class](https://docs.crowdwork.com/for-theatres/creating-a-show-or-class)   |
| Set up pricing tiers for your events           | [Creating a Show or Class](https://docs.crowdwork.com/for-theatres/creating-a-show-or-class)   |
| Offer season passes or ongoing event access    | [Setting Up Memberships](https://docs.crowdwork.com/for-theatres/setting-up-memberships)       |