Assign (Add) an existing appointment to a package

To assign an existing appointment to a package, please follow these steps: 

Step 1: Find your client

Using your, "clients" view, select the contact that you'd like to assign by clicking on their name. 

Step 2: Find the appointment

In your client timeline, find the appointment that you'd like to add to the package. You can do this by looking at the chronological timeline or looking at the appointments specifically filtered using the top bar.

Step 3: Assign the package

Once you find the appointment, click the three-dot menu ··· on the appointment to add that session to the package: