Redeem treatment package for another client

Learn how to apply a client’s treatment package to another client’s appointment.

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Instructions

  1. From the Calendar, select the appointment
  2. Click Invoice, then Add Payment
  3. Under 'How is the client paying?' select Redeem package
  4. Under 'Redeem from which client?' search for the client who holds the treatment packageRedeem-client.png
  5. Under 'Which package?' select the appropriate package
  6. Click Redeem Package, then Apply Package
    • To redeem a package for both a different client and a different service, use this same process

Video Guide


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