Transferring a Package to Another Client

Transferring a package can be helpful if you'd like to temporarily allow a client to use a package purchased by another client. Clients can also share their package services when checking out their appointments together.

To transfer a package to another client, you must be an Admin user, or you must have the Can manage packages permission enabled in Staff Member settings.

Open the Packages app or select the Packages tab in the client details.

Select Transfer from the "..." menu.

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

If you need to transfer the package back to the original client, repeat these same steps.