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When a client buys a package in person or by message, sell it to them with Quick sale. Once it’s paid, the credits are on their profile and they can book with them.

Before you start

Create the package first. See Create a package. It can be sold here even with Sell on your website off.

Sell the package

1

Open Quick sale

On the Calendar, select Quick sale, then Packages. Or, from the client’s profile, select Quick sale, then Packages, and the client is already chosen.
2

Choose the client

In Client, search for the client, or select Add new client. Check Sold by, then select Next.
3

Choose the package

Under Select items, select the package. Each one shows what it gives and its price, such as “10 sessions · ₱5,000”.
4

Take payment

The Review cart opens with the package. Choose how they pay under Payment. For cash, check Cash received. Then select Complete transaction.
The Quick sale dialog listing packages, each with how many sessions it gives and its price

Choosing the package to sell

You see “Payment recorded.” Select Send receipt to email them a receipt. The package is on the client’s Packages tab with its credits and expiry date, such as “10 credits left · Expires Feb 10, 2027”. See Manage a client’s packages. If the client will send the money later, take payment when it arrives instead of completing the sale now. Send them an invoice for the package, or let them buy it on your booking site and pay there. See Create and send an invoice.

Good to know

  • The credits can be used as soon as the package is paid. The expiry counts from the day it’s sold, or from the first booking if the package has Start at first booking on. See Set when a package expires.
  • If you close the cart before taking payment, the sale is discarded and the client gets no credits.
  • A first-timer offer can’t be sold to a returning client: “That package is a welcome offer for first-timers.” See Make a first-timer offer.
  • A package with a purchase limit refuses a client who has reached it: “This client has reached the purchase limit for that package.”
  • With more than one location, you can sell only the packages sold at the location the calendar shows.
  • To give credits without a sale, as a courtesy or a correction, use Give credits on the client’s profile instead. See Manage a client’s packages.
  • A full refund of the sale takes back the unused credits. A partial refund leaves them. See Refund or void a sale.