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:
Please sign in to leave a comment.