How to add a Membership / Package to a Clients Profile

You can add a Package/Recurring Membership through the Client Profile in the Online Calendar!

How to: Add a Package/Membership to a Client Profile (with Payment)

Login to your Online Calendar

• Search for the client who you wish to add a package/membership for
  • Their Client Profile will display

• Click the Packages tab
• Click the + ADD NEW button

• If the client does not have a Card on File, a pop-up message will display

 

• To add a Card on File, click the Account tab
  • Click + Add Card to add a Card on File
  • Once a card has been added, you will be able to add the Package/Membership with Payment to the Client Profile

• Select the Package/Membership you wish to add to the Client Profile
• Click Purchase

• The package/membership will now display on the Client Profile!

Important to note:
If you are a Clover merchant, Clover will charge clients the next day from now in UTC time. So, if you add a membership to a Client Profile on Tuesday, March 14th at 8:30 PM MST, the client will be charged + be able to utilize their membership on Thursday, March 16th (since March 14th 8:30 PM MST would be March 15th 2:30 AM UTC and they charge the following day which would be March 16th)

How to: Add a Package/Membership to a Client Profile (with no Recurring Payment)

Add a package/membership manually if the client has a package/membership from your previous booking system that they want to Utilize in Cojilio or if they have already paid for the package/membership.

Login to your Online Calendar

• Search for the client who you wish to add a package/membership for
  • Their Client Profile will display

• Click the Packages tab
• Click the + ADD NEW button

• If the client does not have a Card on File, a pop-up message will display

• Click Add Manually (no payment)
• Select the Package/Membership
• Select the Expiration Date
  • Set a specific expiration date OR,
  • Set no expiration date 
• Click Add manually (no payment)

• If the client has a Card on File, select Purchase to charge the Card on File