How to Use a Package to Pay for an Appointment

This article provides a step-by-step guide on how to check out a client using a package in Pabau.

Step 1: Navigate to Calendar

Log in to your Pabau account, and in the left sidebar menu, click on Calendar.

Step 2: Access Appointment Checkout:


Click on the specific appointment you wish to check out, then select "Checkout."



Step 3: Navigate through Point of Sale:


In the Point of Sale, click on "Continue" in the bottom right corner to proceed.



Select "Packages" from the pre-paid payment methods.

Note: Packages will only be available if the client has a valid package.


Step 4: Apply Package Session


By selecting the appropriate package, the package session will be applied against the invoice. Click on "Confirm Payment" to proceed with the checkout process.

The appointment has been successfully checked out using a package session. You can find detailed information on the context menu of the appointment for your reference.

 

NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.

In addition, we suggest reading our Calendar article for a more in-depth exploration of this topic.


For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.