Great to hear you're checking out our Package Management add-on! If you already have the add-on enabled, you can start by creating your first package here: 

  1. Navigate to the Settings tab
  2. Click on the Packages tile
  3. Select the Add New button in the upper right to get started 
  4. Enter the package name, description, the number of sessions, and price. Under the Package Category, choose whether this package applies to service, class, or workshop bookings. If you have our Payment add-on enabled, you'll also have the option to make this available for clients to buy online.
  5. If you'd like to limit this to a one-time purchase for clients, go ahead and that check that box too
  6. Save your changes!

Save and you’ll be ready to add the package to a client’s record— either right in their client profile or during Checkout. If you’ve set a default expiration date, this will automatically apply starting on the date it’s linked to your client! 

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