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TopManage
TopManage
Now that we've covered how to create and redeem packages we will cover how to manage your client's packages.

To view the packages you have added to a client profile go to his/her profile and click the Packages tab:

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Within the Packages tab you will see a list of your client's current packages (have not redeem all the appointments in the package) and a list of used and/or expired packages (all appointments have been used or packages that were not used completely before the expiration day range):

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The information you will see about the packages is:

  1. Package Name: This is name the package client purchased
  2. Price: This is how much the package cost to purchase
  3. Used Quantity: This how many appointment have been redeem from this package
  4. Max Quantity: This is how the maximum number of appointments that can be redeemed in this package
  5. Status: This will tell you is the package is still Open (has not expired) or Expired (the time to redeem it has passed)
  6. Expires On: This is the date by when all the appointments in the package should be redeemed by
  7. Created On: This is the date the package was added to the client's profile
  8. Actions: This will allow you to change the client's package expiration date

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If package information shows that appointments have been redeemed (Used Quantity) and you would like to see those appointments' information, click the + to the left of the package name to display this information:

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You can then click View under the Actions column to view those appointments' details:

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