Apply A Package To An Existing Client

For clients that may be in the middle of an existing package, you can apply a package to their account in the middle of their fulfillment cycle. 

Step 1: Select The Client

Find the client that you'd like to apply the package towards by searching from your client list. 

Step 2: Assign The Package 

Use the + button in the upper right-hand corner of the client record page to open the action menu. You'll see the option to assign a package to the client from this menu: 

Step 3: Pick The Package

Once you've created a package, you'll see the list of all the available packages that can be assigned to this client: 

Then, you'll be prompted with one final confirmation to assign the package to the client: 

We do not generate any invoices for Packages when they're assigned manually. You do have the option to create a 1-off invoice for your client separately or instead of manually assigning the package, you could send the client the package link which will collect payment as part of the booking flow for the package's sessions.

Step 4: Associate Existing Sessions & Appointments

Now that you've assigned the package to a client, you can easily associate existing sessions on the client timeline to the package.

When the session is associated, you'll see the counter increase towards the allotment of the package. 

Learn more about how to apply a session to a client

Learn more about how to share a package

Learn more about how to create a package