Adding and editing client specific packages

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Sometimes you may need to add a package to a client’s profile or edit an existing package that a client has purchased. We’ll show you how in this article.

Adding a package to a client’s profile

First, navigate to your contact database by clicking Contacts in the top right of your screen. Then click on the name of the client in question – this will take you to their personal contact page which is only visible to you. Once you are on this page, click the “+” icon next to My Packages.

A popup will appear asking you to select whether you want to add a package (as below). Now select the type of package you would like to add to your client’s profile.

Once you have selected your type of package, you will then need to select the specific package you want to add to your client’s account. Once selected you will see the details of this package so you can confirm it is the correct one. If you are happy that this is the right package, click the “Add package to client account” button.

Now you will see that the package has been applied to the account, as pictured in the red area below.

Editing a client’s existing package

Once a client has a package, whether recurring or non-recurring, you can edit it from the contact page too. Simply click “Edit” and all fields will become editable. You can change the expiry/renewal date, the number of classes left, and the status of the package. If you choose to pause a package, you can set the date it will automatically restart. Once you have made all the edits required, click Save. After the page refreshes, you should double check that the changes are as required.

If you need any further help with this, please email
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