How to track legacy package use

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Once packages have been created, sold and redeemed - the final step is to track sessions and reporting. In this article, you will learn how to track legacy package use.

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. When you are using packages, you will also want to track these to see how they are performing.

You can view the details of any legacy packages issued to a client, which includes how many visits have been used and how many are still available. This can be seen in the customers tab, as well as in the calendar sidebar.

From the Customers tab

1 Head to the customers tab and search for a specific customer.

2 Select the packages tab in the customer's record.

3 Click the view usage link for the relevant package to get a quick overview of visits.

4 Click the name of the package to bring up the main package details. From here you can select the activity tab to see a detailed history of any package activity.

From the Calendar

1 Click on the appointment in the calendar, and then on their name to open the customer in the calendar sidebar.

2 Alternatively, you can toggle the sidebar to open and search for the client.

3 You can then scroll down to the packages section to view any existing packages.