How to Transfer a Package Session to a Client's Account

This guide will walk you through transferring the value of a package session to a client's account balance.

This is useful when you need to move the value of a booked or pending package session to a client’s account. Please note, you cannot transfer package sessions that have already been used.

Step 1: Open the Client Card

Log into your Pabau account and search for the client whose package session you want to transfer. Click on their name to open their client card.

Step 2: Access the Package Details

On the client's profile, go to the "Packages" tab. Find the package that contains the session you wish to transfer. Click the three dots (kebab menu) on the far right of the package entry, then select "More Details."

Step 3: Transfer the Package Session

In the "Usage History" window, locate the pending or booked session you want to transfer. Click on the three dots next to that session and select "Transfer to Account."

Step 4: Confirm the Transfer

A confirmation pop-up will appear. Review the details carefully and then confirm the transfer.

Once completed, the client’s account balance will increase by the value of the package session. An account payment entry will also be created, which you can view under the "Payments" tab within the client's profile.