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How do I assign a Package to a member?
How do I assign a Package to a member?
Daniel Freire avatar
Written by Daniel Freire
Updated over 2 years ago

Assigning a Package to a member can be done directly from the member's profile.

First, navigate to Members > select a member:

Next, select the Services tab > Assign Package:

Finally, select the package from the drop-down menu (or create a new package):

OPTIONAL: You can customize the package rate, # of appointments/classes, expiration date, make a payment (to enter the member's payment info) or auto-renew the package when the sessions run out. 

Please note that to charge the member right away (instead of sending an invoice), you must select "Make A Payment".

Click "Save" and the package will be added to the member's account!

If you need to make any edits, click the "Edit Package" icon on the package listed on the member's profile:

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