How to Sell a Package in EZFacility Classic

This guide will show you how to sell a package to a client.


Click on Clients.

Selecting a Client

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

Selling a Package Plan

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


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.

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