We have a handful of different options for tracking the popularity of your packages, as well as the number of sessions clients have remaining:

  • The Package Popularity report

  • Client Package history

Package Popularity Report:

This report will break down the number of each type of package purchased for a specific date range that you choose. When you expand the details for each package, you will get a breakdown of each client who has purchased that package, and how many sessions they have remaining. You can find that report using these steps:

  1. Click on the three lines in the upper left-hand corner and click Reports

  2. Scroll down, and select “Package Popularity”

Client Package History:

Head directly to a client's profile to find comprehensive information about their package. Here, you can see when a package was purchased, the number of sessions used, when each session was used with the appointment it was tied to, which provider decremented the package, as well as when it's set to expire. 

If you want to check out all those details you can head here in the Schedulicity dashboard:

  1. Head to your Client List and select the client you're looking to view 

  2. From here, head down to the Active Packages section and click on the 3 little dots next to the package

  3. Select "History"

✨Quick Tip: If the number of sessions or the expiration date needs to be edited, just click “edit” instead of "history" and make those adjustments!

Additionally, clients will be able to see the number of sessions they have remaining in any particular package they’ve purchased from you. Here’s how they’ll be able to find that info:

From the Schedulicity Client App:

  1. Log into the app

  2. Click on “Profile” along the bottom of the screen

  3. Click the gear icon in the top, right-hand corner

  4. Choose “Packages” from the menu

From www.schedulicity.com (the full site):

  1. Log into your account

  2. Click on the three lines in the upper left-hand corner corner and click My Preferences

  3. Beside the business you’d like to see your package info for, click the three horizontal lines to the right

  4. Choose “Active Packages”

What's Next?

  • If you offer service-based packages, click here to learn more about how the packages are used.

  • Try Quick Checkout to sell a client a package on the fly.

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