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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 remove and restore a client's package.
Timely note: once a package is issued to your client, its content will not be able to be altered, as this would be changing what was agreed upon during sale. This includes not being able to change the amount of services available. However, adjustments can be made when packages are accidentally issued or redeemed.
How to restore redemptions to a client's package
When a client's package is redeemed incorrectly, any incorrectly used redemptions can be restored to the original package by voiding the redemption or removing the redemption item from the invoice. To do this:
1
Navigate to the appointment in your calendar with the incorrect redemptions.
2
Press the invoice link to open the invoice. Alternatively, you can also find the invoice under the sales page.
3
Scroll down and press the void button on the bottom right to void all of the redemptions and restore them to their original package.
4
If there are other non-redemption items a part of the invoice that you do not wish to void, press the edit button instead to remove only the redemption items.
How to remove a package from a client's account
1 Navigate to the invoice containing the incorrectly issued package. This is can be found in the client's sales tab under the customer page.
2
Scroll down and press the void button on the bottom right to void the invoice. Your invoice may also contain other items you do not wish to remove.
3
In this case: press the edit button instead to adjust the invoice and remove just the package items by pressing the delete icon.
4
When you are ready, click save to apply your changes.