This guide will show you how to sell a package to a client.
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.
- 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.
- Once you have selected your package plan you are provided options to Customize, Apply Coupon, select a Sold By and Invoice option.
- 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.