How to View Packages in the Client Card

In this article, we will guide you through the steps to find and manage the packages your clients are using from their client card.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the search bar at the top of the page to search for a client. Type at least three letters for the client to appear.

NOTE: To learn more about Packages and how to create them, please refer to this article.

Step 2: Locate the Packages

Once you open the client card, navigate to the Summary section and click on the Packages tab to access them.

After you open the Packages tab, you'll be able to see both active and expired packages. Here, you can monitor the remaining sessions for each package. By clicking on the three dots next to a package, you can expire it, adjust the package duration, or select "More Details."

Under "More Details," you'll find the sessions, package value, appointment details, and status. For each session, you have the option to either void it manually or transfer the session's value to the client's account using the three dots next to it.

By following these steps, you can easily locate and manage the packages from the client card.

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.