This feature is currently in beta. If you'd like to get involved with testing it out and providing feedback, please contact us.
Once you've created your packages, it's time to sell them to your clients. To sell a package to a client:
- Click the Sale icon in the navigation bar:
- This will launch the Client checkout. Click on the Packages tab, and you'll see all your packages:
- Click on a package to add it to the sale. You'll see a popup which confirms the price, and number of visits in the package. Here you can adjust the start and end dates if you need to. Click Add to sale when you're ready to add the package to your sale.
- You'll be prompted to select a staff member to attribute the sale to, and then the package will be added to your sale.
- Add anything else you need to add to your sale, and click Checkout when you are ready. From here you can complete the checkout process as normal.
- You've now sold a package to a client. Nice work!