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: 

If you've configured the package to account for payment and billing information, Practice will also generate an invoice automatically for the client.

The invoice will exist as a draft and allow you the option to share it directly with the client or mark it as paid. Invoices generated by the package will follow the standard behavior of an invoice on Practice. 

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