How do I manage clients on a package?

Why Use This Feature?

Managing clients directly from a package gives you control over who has access, how they were added, and whether their package is still active or expired.

Step-by-Step Instructions

1. Go to Products > Packages.

2. Select the package you want to manage to open Package Details.

3. To add a client manually:

   • See the Package Holders section of the Package Details.

   • Click Assign to Client.

   • Choose payment type: card, cash, or free assignment.

   • Confirm to add the client to the package.

4. To view expired clients:

   • In the package client list, tick the box above to include expired users.

   • Expired clients will appear alongside active ones.

5. To manage an individual client:

   • Click on their name.

   • From here, you can freeze, extend, or cancel their package.

What Happens Next

You’ll be able to add clients to packages, assign them manually, and track both active and expired users.

Success Tip

Use free assignments for special promotions or to reward loyal clients without creating separate packages.