This guide will demonstrate how to share a package and show how the package plans can be accessed through Self-Service. The share feature is used to add specific clients to a purchased package plan. Plans can be shared with related or non-related clients who are authorized to use it.
Sharing a Plan with Related Clients
Select Add Client to add a new client or select Clients already added by using Search.
Note: Add related client profiles first. Next, add the contract holder. Adding the clients in this order will make the next steps quicker.
Once the plan holder has been added, create the client relationships.
Select Relationships from the contract holder's profile page. Relationships are located at the bottom of the profile.
Select the Relationship type and search for the related client. Select Add
Link all related clients who are authorized to use the plan.
Note: Additional relationships can be linked, but not authorized to use the plan.
Sharing the Plan with Related or Non-Related Clients
After the plan has been sold, select the 'Pacakges' tab. The active packages will appear. Select 'Share' to share the plan with clients who have a relationship tied to this client profile.
If client relationships have been set up, the related clients will be visible here. If adding non-related clients, search for the client, select Save.
Add all desired clients, then select 'Update'. Once the changes are saved, all selected clients will share the package plan.
How to Book Sessions Using Shared Package Plans through Self-Service
When clients have a relationship tied together, any of the clients can log-into self-service to access and book sessions using the shared package plan. This can also be used as a option for parents to log-into their self-service account, and select their children's profile to book them into sessions without having to log-in with the child's information.
Select the session you would like to book into, or the session you would like to book a related client who you share a package with.
After updating the 'Book For' field, you will be able to select 'Book' to reserve a spot in the session for the selected client.