How to add a Membership / Package to a Clients 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/been charged 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