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How to Share a Package

This lesson will show you how to share a package between clients allowing all shared clients to schedule sessions from the package

(See How to Sell an Individual Package & How to Sell a Post Bill Package)

Clients

Clients

Click on the Clients link

Choose Client

Choose Client

1. Search for your client or create a New Client

2. Click on client's First or Last name

Packages

Packages

1. Click on the Packages tab

2. Click on the Share link for the package you wish to share with other clients

Share the Package

Share the Package

1. Use the check boxes to share the package with a client that has a preset relationship with the package owner (See How to set a Relationship Between Clients)

2. Search for other clients that do not have a relationship

3. Click Update to save the shared clients

Shared With Packages

Shared With Packages

When viewing the packages page for the client that owns the package you will see a "With _" link indicating that the package is being shared. The number displayed indicates how many people the package is shared with

Shared By Packages

Shared By Packages

When viewing the packages page for the client that is sharing the package you will see a "By _" link indicating that the package is being shared. The name displayed is the person that owns the package

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