Client Instructions:
Clients can subscribe to a new Membership once they have used up their previous Package. This allows them to fully utilize their purchased Package before transitioning to the new Membership.
Staff Instructions:
Staff can also add a Membership to a Client's Profile after their current Package has been used up. This ensures a smooth transition from the Package to the Membership.
Help Guides:
- Help Guide: How Clients Can Subscribe to a Membership
- Help Guide: How Staff Can Add Memberships to a Client Profile
Managing Packages:
To prevent other clients from purchasing a Package created for specific clients, you can mark it as "Private." This ensures that only clients who have already purchased the Package can redeem it, without the risk of new clients purchasing it and not subscribing to the Membership.
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