How do I create a package to add to a client’s account?

This guide will walk you through the steps create and add a package to a client’s account.

1. Click “Accounts”

Click on the “Accounts” tab to access the client accounts.

2. Select a Client

Select a Client that you want to create a package to add to client’s account.

3. Click “Packages”

Scroll down in the Client’s section and click the “Packages tab.

4. Click “Add Package”

Click on the “Add package” button.

5. Click “Create Package”

On the charge modal click on the “Create Package” link.

6. Customize Package

Customize the package for the client. Enter the number of visits or enable “Unlimited”. Select the services and name the package. If applicable, specify the location and staff member.

7. Payment Details

Scroll down and you have the option to enter a one-time price or set up a payment plan.

8. Click “Create”

Click the “Create” button to complete the creation process.

9. Click “1 Item in Bag”

Once you’ve created the package, it’ll be added to the bag automatically. Click “1 Item in Bag” to view the Item.

10. Click “Proceed to Checkout”

After you view the created package you’ve added click “Proceed to Checkout” button to continue.

11. Select Payment Method

Select a Payment method and after that Click on “Review Order” button.

12. Order Summary

After reviewing the order summary, click the “Charge button to complete the purchase.

13. Packages and Payment Details

The newly created package will be listed under the client’s packages section and the charge for it will be shown on the payment details.

This guide covered the detailed steps to create and add a package to a client’s account.