In this article, we’ll show you how to create a package starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:
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: Click the “Create Package” link.
Note: If you are adding a subscription package the only payment options available are credit card, ACH and free.
Step 4: Customize your package options.
Specify the number of appointments your package can be used for. Select the services from the drop-down list and select location.
If using a one time price, you will be prompted to add an activation and expiration date once price had been added.
Step 5: Select method of payment for the package.
Click the “Select Payment” button to continue.
Now you can create custom packages for your clients!