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How to edit a client's pack?

Written by Jessica Padilla
  1. Go to Clients and find the client you want to edit.

  2. Click on the pencil icon next to their name.

  3. Go to the Plans tab.

  4. Find the pack you want to edit and click on the 3 dots next to it.

  5. Here you can edit the expiration date by clicking on Edit expiration date. Choose a new one and then click on Save.

  6. To cancel the plan just click on Cancel plan and then Cancel now.

Important

For one-time payment packs, the expiration date shown is the scheduled date. However, these packs can now auto-expire before that date if all credits have been used and all bookings have attendance finalized. If a pack has already auto-expired, the Edit expiration date and Edit credits options will no longer be available.

7. Below the pack's name you will see the number of tickets left, click on the 3 dots to get extra options.

8. If you click on Edit tickets, you can add or remove tickets.

9. If you click on Remove tickets, all the tickets will be removed from the pack.

Important

Credits can only be edited while the pack is active. Once a one-time payment pack auto-expires — meaning all credits were used and all bookings were attendance-finalized — credits can no longer be added, removed, or refunded. If you need to make changes, do so before the auto-expiration conditions are met.

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