How do I assign all visits for a package subscription up front?

Here’s how to assign all visits for a package subscription up front, starting from the “Schedule” tab of your Dashboard. Step-by-step instructions are below:

assign upfront

Step-by-Step Guide:

Step 1: Select “Manage Packages” from the drop-down.

manage packages

Step 2: Create or edit a package.

create package

Step 3: Under “Visits/Service Grouping”, select the service and check the “Limit Booking” box.


Customize the number of visits and the frequency of visits.

Step 4: Under “Advanced Settings” check the “Assign all visits for all billing periods up front” box.

advanced settings

Scroll down and save the package.

Now you can assign all visits for package subscription up front!

Updated on February 13, 2022

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