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

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:

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Step-by-Step Guide:

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.

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!

Updated on October 30, 2020

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