Creating and Managing Packages

Package plans are managed from Packages in the sidebar. Each plan defines the name, price, and which services (and how many sessions) are included.

Creating a Package

1. Go to Packages in the sidebar
2. Click New Package
3. Fill in the package details:

• Name – Displayed at checkout and on receipts
• Price – The amount the client pays when purchasing the package

4. Add one or more services to the package:
   • Select the service
   • Set the quantity (number of sessions included)
5. Click Save

A package must include at least one service with a quantity of at least 1.

Editing a Package

1. In Packages, find the package and click to open it
2. Update the name, price, or services
3. Click Save

WARNING

Editing a package only affects new sales of that package. Existing client packages (already purchased) are not changed — the client retains whatever balance they had.

Deleting a Package

Packages can be archived from the Packages page. Archived packages are no longer available for sale but existing client balances are unaffected and can still be redeemed.

Viewing a Client's Package Balance

To see what packages a client has purchased and how many sessions remain:

1. Open Clients and select the client
2. Click the Packages tab

The tab shows all packages ever purchased, remaining session counts per service, and purchase history.