Transferring a Package to Another Client
In the Packages tab in the client details, you can see all the packages purchased by or transferred to a client, including the purchase date and the number of remaining services in the package.
Transferring a package can be helpful if you'd like to temporarily allow a client to use a package purchased by another client.
To transfer packages, you must be an Admin user, or you must have the Can manage packages permission enabled in Staff Member settings.
Transferring a package to another client
To transfer a package to another client, go to the Packages screen or the Packages tab in the client details.
Select Transfer from the "..." menu.
![](https://images.ctfassets.net/oco7uqwlyque/2dgQgp03zifa9ewHnQJCJC/429b4d6d3a4354d9dc97ac761a4908a5/transfer_package.jpg?w=640&h=348&fl=progressive&q=90&fm=jpg&bg=transparent)
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.
![](https://images.ctfassets.net/oco7uqwlyque/6DuYCIKdEVYBPcb0KPnbdL/a8c94c4fce1dee429cf8ef6b3d5fdc95/transfer_Package_confirm.jpg?w=640&h=414&fl=progressive&q=90&fm=jpg&bg=transparent)
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