This article will guide you through the steps for deleting packages from the package interface and the client's profile.
Things to know:
- Once a package item credit is used to pay for an appointment, class, or product, or if an item credit is manually removed, the option to delete the package will no longer be accessible on the client profile.
- For franchise businesses, global packages can only be deleted at the parent level, while local packages can only be deleted at the child level
- If a package is deleted at the parent level for Franchise A, it will also be removed from Franchise B
- For child accounts with multiple locations, if a package is deleted from Location A, it will also be removed from Location B
- Deleting a package from the client's profile has no effect on any appointments made with services that utilized the package
- If an appointment is scheduled before the package is deleted, the package benefits will not be applied to the service during checkout
- If a package is deleted, it will not be reflected in reports that display package revenue
Content
Deleting Packages From The Package Interface
To delete a package from the packages tab:
1. Navigate to Location Setup > Packages
2. Select the desired location from the dropdown
3. Locate and select the edit icon for the package you wish to delete
4. Select "Delete Package" at the bottom of the page
5. Type the word "Delete" in the input field
6. Select "Delete" at the bottom of the modal
The deleted package will no longer be visible.
Deleting A Package From A Client's Profile
To delete a package from a client's profile:
1. Navigate to the "Clients" tab
2. Select the desired client
3. Navigate to the "Packages Purchased" section
4. Select the dropdown next to the package you wish to delete
5. Click the "Edit Package" button
6. Select the "Delete Package" link at the bottom left of the modal
7. Confirm the deletion by selecting the "Delete" button
If the package was purchased via POS or online, you will be prompted to process a refund.
Once deleted, the package will no longer be visible on the client's profile.
If you have any questions, please contact our support team at support@mytime.com.
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