Learn how to manually add a package to a client's account and how to adjust quantities or delete packages.
Packages for a client can be managed by selecting Packages from the top menu.
Note: For non-admin accounts, permissions to view and manage packages must be turned on in the staff member settings in order for the staff member to view the Packages screen. Also be aware that the link to view the Packages page be collapsed under the More button in the main top menu.
If you sold a package in-person or online via any platform, you will need to add them manually.
Note: Adding a package this way assumes you have already received the payment for it. If you are selling a package, follow the steps here: How to Sell a Package
On the Package screen, select Add Package.
Search and select a client and the package you would like to add.
Select Create Package.
In the list of packages for clients select the package that you want to delete
Open the "..." menu and select Delete
Confirm that you want to delete this package (deleting a package cannot be undone)
In the list of packages for clients select the package that you want to adjust
In the "..." menu, select Adjust Quantities
Type in the new quantity and Save
Note that you can also view a client's package details in their client details under the Packages tab.
To learn more about Packages check out the following articles: