Guide
- From the Calendar, select the appointment
- Click Invoice, then the Apply Treatment Package toggle
- After the invoice updates, click either Save or Save & Close
Notes
- Treatment packages can also be redeemed for a different service or a different client
- If the client doesn't have any treatment packages, the toggle will not appear
- If the client has treatment packages that don't include any of the services on the invoice, the toggle will not appear
Video
Related
- How to create new treatment package options in ClinicSense
- How to sell an individual treatment package in ClinicSense
- How to redeem a treatment package for a different client
- How to redeem treatment packages for a different service
- How to refund treatment packages sold in ClinicSense