How do I modify a client's existing package or add a package

Modified on Wed, Aug 10, 2016 at 11:04 AM

In some case you may need to modify a clients existing package e.g. add/delete sessions or simply add a new free package to the clients profile.

To modify the number of sessions, points or minutes

Pull up a client's profile
Click on Packages and select the package you want to modify by clicking on Next at the bottom right.
Once you see the right package you can go and modify the number of session remaining if you want. Click Save

To add a package to the clients profile:

pull up a client's profile
Click on Packages and then click on Add A Package
Highlight the package you want to add and then click on Add at the far right.
Click Save and click on Yes if you want to add a record of this addition to the Sales log otherwise click No

Adding a package