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How to issue a legacy package to your client

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Designed to help you maximise revenue and build client loyalty, packages allow you to bundle services and offer exclusive deals. Creating custom packages help you grow your business, and gain valuable insights into what your clients love. In this guide, you will learn how to issue a legacy package to your client.

 

 

Important note: this article is focused on our legacy packages feature, and is different to our new updated packages. If you wish to start using packages in your business, see our help guide Frequently asked questions (FAQs): Timely Packages (New) for more information on what has changed.

 

 

Timely note: when a package is sold to a customer an invoice is raised and a payment is applied or put on account. This means the package will appear in the reporting when it was sold rather than when it is redeemed by a customer. 

 

 

How to issue a legacy packages to your client

1 Head to the customers page and open their record. Then, from the packages tab click the issue package to customer button.

 

2 Select the package you would like to issue from the options. You can then make any adjustments to the price or amount of visits that will be issued. When you have done this, click add to sale.

 

3 When you are ready to take the payment click the checkout button.

 

4 If you wish to take the payment straight away you can select your chosen payment type. If you wish to take payment later or send a payment request link you can click charge to account.

 

5 If you unchecked the take payment now? checkbox then the package will be added to the clients profile on the packages tab as unpaid. A package can still be redeemed even if a payment hasn't been applied.

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