In this article, we’ll show you how to add a package to a client’s account starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:
Step-by-Step Guide:
Step 1: Hover over the gear icon and select “payment details” from the fly out menu.
Step 2: Go to the Packages tab, and click on the “Add Package” button.
Step 3: Select a package from the drop-down list.
Note: If you are adding a subscription package the only payment options available are credit card, ACH and free.
Activation and expiration dates are OPTIONAL. You will also have the option to add a coupon code.
If it’s a subscription-based package, you’ll see the option to add a future start date if you want to schedule this for later.
Click the “Select Payment” button to continue.
Step 4: Select payment method for the package.
Note: If you have an existing credit card or ACH on file, the option will be available in the payment methods.
Click the “Show Purchase Summary” button to continue.
Step 5: Confirm the purchase.
You will have the option of selecting additional clients if the package is being shared. Click the “Confirm and Charge” button to continue.
Once confirmed and charged, you will receive the following message that the package has been added successfully.
Now you can add packages to client accounts!