How to: Sell a Package

How to: Add a Package through Checkout

Log in to your Online Calendar 

• To add a package to an existing cart, open an existing appointment
• Click Checkout to add a package
• Add a package to a clients cart in the Additional Items Section
  • Start typing the package name and a drop-down list will appear for you to quick select from

• The price of the package can be edited to any amount 
• Click Update Cart 

How to: Add a Package through the Client Profile

Login to your Online Calendar

• Search for the client whose profile you wish to add a package to
• Click on their name
  • Their Client Profile will display
• Click the Packages tab
• Click + ADD NEW button to add a package
  • The client name, location name and payment method will be automatically selected
• From the dropdown list, select the package the client wishes to purchase
• Select the expiration date
  • "Expires" will follow the expiration rules set on the package
  • "No expiry" will not allow the package to expire
• Click Purchase to sell the package and have it added to their Client Profile
  • Optional: Click Add manually (no payment) if you wish to add the package but not charge the client
• A success message will display once the package has been successfully purchased
  • The package will now display on the Client Profile!