This tutorial guides you through managing client packages within the Exercise platform.
1. Main Menu
Click the main menu to access available options.
2. Select Accounts Tab
3. Choose Specific Client
Select a specific client to open their account details.
4. Access Packages Section
Click the Packages tab to view the client’s package information.
5. Package List
View list of packages. Scroll down to go to the next page.
6. Set Items Per Page
Click to customize the number of items to display per page.
7. Enter Package Keyword
Enter a keyword in the search field to filter packages by name or description.
8. Clear Filter
Click the “X” button to clear the current search criteria.
9. Filters
The packages list can be filtered by Location, Trainer, Service and Number of Visits.
10. Open Filters Menu
You can access all the filters by clicking on the filters menu.
11. Customize Filters
All the filters can be customized from here.
12. Options
Click on the three dot menu next to a package
13. Select Option
You can choose to Share Package, View Version History, Edit Package or Delete Package.
14. Share Package
To Share Package, select the client to share the package with and save.
15. Version History
Version history will show any changes made to the package.
16. Edit Package
Select Edit Package to edit the package settings and save.
17. Add Package
Click Add Package to add a new package to the client.
18. View Reports
Scroll down and view the client packages report or the sold packages report to see detailed information about the user’s packages.
19. Access Report Details
The report will be filtered to the specific client.
20. Access Manage Packages
Click Manage Packages to configure package settings and assignments.
21. View Current Door Access
Click Current Door Access to see the user’s existing access permissions.
You have successfully explored client package management. How to filter, edit and share packages. Also where to view related reports and add new packages.
