Transferring a Package to Another Client

In the Packages tab in the client details, you can see all the packages that were purchased by or transferred to a client, including the purchase date and the number of remaining services in the package.

To manage packages, go to the Packages screen, or select the Packages tab in the client details. You must be an Admin user to manage packages, or you must have the permission to manage packages enabled in Staff Member settings.

Transferring a package to another client

From the Packages screen or the Packages tab in the client details, select Transfer from the "..." menu.

Select the client to transfer the package to and select Confirm.