Client Packages Tab Overview | Exercise.com Knowledge Base

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This tutorial guides you through managing client packages within the Exercise platform.

1. Main Menu

Click the main menu to access available options.

Main Menu

2. Select Accounts Tab

Click the Accounts tab.

Select Accounts Tab

3. Choose Specific Client

Select a specific client to open their account details.

Choose Specific Client

4. Access Packages Section

Click the Packages tab to view the client’s package information.

Access Packages Section

5. Package List

View list of packages. Scroll down to go to the next page.

Package List

6. Set Items Per Page

Click to customize the number of items to display per page.

Set Items Per Page

7. Enter Package Keyword

Enter a keyword in the search field to filter packages by name or description.

Enter Package Keyword

8. Clear Filter

Click the “X” button to clear the current search criteria.

Clear Filter

9. Filters

The packages list can be filtered by Location, Trainer, Service and Number of Visits.

Filters

10. Open Filters Menu

You can access all the filters by clicking on the filters menu.

Open Filters Menu

11. Customize Filters

All the filters can be customized from here.

Customize Filters

12. Options

Click on the three dot menu next to a package

Options

13. Select Option

You can choose to Share Package, View Version History, Edit Package or Delete Package.

Select Option

14. Share Package

To Share Package, select the client to share the package with and save.

Share Package

15. Version History

Version history will show any changes made to the package.

Version History

16. Edit Package

Select Edit Package to edit the package settings and save.

Edit Package

17. Add Package

Click Add Package to add a new package to the client.

Add Package

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.

View Reports

19. Access Report Details

The report will be filtered to the specific client.

Access Report Details

20. Access Manage Packages

Click Manage Packages to configure package settings and assignments.

Access Manage Packages

21. View Current Door Access

Click Current Door Access to see the user’s existing access permissions.

View Current Door Access

You have successfully explored client package management. How to filter, edit and share packages. Also where to view related reports and add new packages.

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This tutorial guides you through managing client packages within the Exercise platform.

1. Main Menu

Click the main menu to access available options.

Main Menu

2. Select Accounts Tab

Click the Accounts tab.

Select Accounts Tab

3. Choose Specific Client

Select a specific client to open their account details.

Choose Specific Client

4. Access Packages Section

Click the Packages tab to view the client’s package information.

Access Packages Section

5. Package List

View list of packages. Scroll down to go to the next page.

Package List

6. Set Items Per Page

Click to customize the number of items to display per page.

Set Items Per Page

7. Enter Package Keyword

Enter a keyword in the search field to filter packages by name or description.

Enter Package Keyword

8. Clear Filter

Click the “X” button to clear the current search criteria.

Clear Filter

9. Filters

The packages list can be filtered by Location, Trainer, Service and Number of Visits.

Filters

10. Open Filters Menu

You can access all the filters by clicking on the filters menu.

Open Filters Menu

11. Customize Filters

All the filters can be customized from here.

Customize Filters

12. Options

Click on the three dot menu next to a package

Options

13. Select Option

You can choose to Share Package, View Version History, Edit Package or Delete Package.

Select Option

14. Share Package

To Share Package, select the client to share the package with and save.

Share Package

15. Version History

Version history will show any changes made to the package.

Version History

16. Edit Package

Select Edit Package to edit the package settings and save.

Edit Package

17. Add Package

Click Add Package to add a new package to the client.

Add Package

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.

View Reports

19. Access Report Details

The report will be filtered to the specific client.

Access Report Details

20. Access Manage Packages

Click Manage Packages to configure package settings and assignments.

Access Manage Packages

21. View Current Door Access

Click Current Door Access to see the user’s existing access permissions.

View Current Door Access

You have successfully explored client package management. How to filter, edit and share packages. Also where to view related reports and add new packages.

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