Add a package to a new cart if a client wishes to purchase a package and use it for their appointments for that day - When a package is added to a clients new cart, it can be used on the services being checked out.
How to: Add a package to a new cart
Example: Client Sierra has no open appointments, she has come in to purchase a package
- Click New Checkout
- Select the client
- Click Start Sale
- Add the package to the empty cart
- Update Cart
- Click Close (close with Balance of $0)
- Click Confirm
- The Package will now be available for the client to redeem from during booking
- Sell and checkout a package by typing the name of the package in the additional items text box
- The price of the package can be edited to any amount
- Click Update Cartfor the total to recalculate
- After the package was bought and checked out, the client will be able to redeem it at any time
Comments
1 comment
when I create a membership or package, how do I now have a client pay in person? I do not have a ‘checkout’ option anywhere ? when I pull up the new member, there are just zeros under memberships, packages, classes, etc.
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