How to Sell a Package in EZFacility Classic

Click on Clients.

Click on the client name you want to sell the package to. 

Click on the client's Packages tab and select New Package.

1. Select from one of the pre-defined package plans by clicking on the Select button

^or

2.   Create a package from scratch by selecting the Create Package option.

1. Once you have selected your package plan you are provided options to Customize, Apply Coupon, select a Sold By and Invoice option.
2. You can select Finish & Pay or Finish to have the package created.

The package has been sold and will now appear on the client's account.