Editing Packages on Client Profiles

You can easily update the remaining credits or the validity period of a package directly from a client’s profile. This guide outlines how to make those changes.

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.
• If an appointment was initially covered by a package and the package validity is later changed to a future date, the appointment will no longer be covered by the package.
• If the validity is updated to a past date, past appointments (that are not linked to a closed ticket) will be covered once they fall within the new validity period.
• You cannot increase the credits on a client’s profile beyond the amount defined in the original package configuration.
• If you adjust the credit balance:
  • Existing appointments (not tied to a closed ticket) that match the package criteria will automatically be covered.
  • Future appointments will be covered as long as they fall within the updated validity period, and credits are available.
  • Changes to the credit quantity will be reflected in the Package Balance report under the Remaining Quantity column.

To edit a client's package: 

1. Navigate to the Clients tab
2. Select the desired client
3. Scroll down to the Packages section
4. Click the Edit Package                                                                                                                                  
5. 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                                                                                                                  
6. Click Save

Once saved, your changes will apply moving forward. Any adjustments to credit quantity will be recorded in the Package History section. 

Related Article:

Deleting Packages  

For more information, contact us at support@mytime.com or (385) 233-6964.