You can easily update the remaining credits or the validity period of a package directly from a client's profile. These adjustments can be applied to client, pet, or family member packages. This guide outlines the steps required to make these changes effectively.
Things to know:
- You can only edit the remaining credits and validity period of a package. The price and included item(s) cannot be modified from the client profile.
- Package validity is based on the local time zone of the purchase location. Packages remain active from the purchase time until 11:59 PM local time on the expiration date.
- Updating Package Validity Dates
- If you update a package's validity to a past date, existing past appointments (that are not already linked to a closed ticket) will not be covered automatically.
- Manual Trigger Required: The system does not automatically scan your historical schedule to apply the package upon saving.
- When it Applies: The package will only be applied to those past appointments if they are later updated, edited, or manually completed by a staff member.
- Credit Balance Adjustments
- Adjusting a package’s credit balance does not immediately trigger the system to cover existing appointments.
- Reporting vs. Action: Saving a credit adjustment updates your reporting data and balances, but it does not proactively search for and "claim" existing bookings.
- When it Applies: The new credits will only be linked to matching appointments (those not tied to a closed ticket) when those specific appointments are next modified or processed in the system.
- Once a package item credit has been used or manually removed, the option to delete the package will no longer be available on the client's profile.
To edit a client's package:
- Navigate to the Clients tab
- Select the desired client
- Scroll down to the Packages section
- Click the Edit Package
- In the "Edit Package" modal, you can update:
- The purchase location
- The expiration period (by unchecking the 'Never Expire' for indefinite packages)
- The credit quantity
- Click Save
Once saved, your changes will apply moving forward. Any adjustments to credit quantity will be recorded in the Package History section.
For more information, contact us at support@mytime.com or (385) 233-6964.
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