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How to edit an issued legacy package

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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 edit an issued legacy package.

 

 

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.

 

 

How to view and edit a legacy package

There are a couple of places where you can edit a customer's package:

  • By clicking on the package in the calendar sidebar
  • From the customers tab, by clicking on the package name in the packages section
  • Once you click on one of these options, the edit customer package window will pop up 

 

 

How to remove a service from a legacy package

1 Click the edit services link, and then on the trash can next to the service in the list.

 

2 Then press delete when prompted, and then on save to apply your changes.

 

 

How to adjust the remaining limit on a legacy package

1 Click the edit services link, and next to the service click the plus [+] or minus [-] icon to increase or decrease.

 

2 In the limit field, choose how much to increase or decrease the limit by. Then, select a reason for the adjustment.

 

3 Click decrease or increase to apply. When you are ready, click save to apply your changes.

 

 

How to add and edit the expiry date of a legacy package

1 From the edit customer package screen, go to the validity tab.

 

2 If there is currently no restriction, click the +add link. Then, select the number in the left field and the unit from the dropdown. Check the send customer an email prior to expiry box if desired.

 

3 When you are ready, click save to apply your changes.

 

 

How to adjust the redemption and start date of a legacy package

1 From the edit customer package screen, go to the validity tab.

 

2 Enter a start date and end datefor when the package can be redeemed (must be today's date or a future date).

 

3 When you are ready, click save to apply your changes.

 

Timely note: redemption start date(s) and end dates(s) only apply if a date has specifically been added here. If you want clients to be able to redeem them at any time within the expiry period, leave these blank.

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