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Remove a Service/Class from a Gift Certificate, Package, or Membership

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Donna J
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When trying to delete a service or class, you must first remove it from any gift certificates, packages, and memberships that include that service or class. Follow these steps for Gift Certificates, Packages, and Memberships:

Gift Certificates

  1. Navigate to Reports → Gift Certificates.

    stock_rpts_gift_cert_2x.png

  2. Change the filter status of your search to All Gift Certificates and then select Run Report.

    rpt_gc_all_2x.png

  3. Find the Gift Certificate attached to the Service or Class you are trying to delete. Click the Action drop-down menu and select Edit.

    gc_action_edit_2x.png

    Note

    You can also convert a gift certificate to Price-Based, removing any services or classes attached to it. See Edit Gift Certificates for more.

  4. Change the service or class on the edit screen.

    edit_gc_svcs_2x.png

  5. Click Next to preview the change.

  6. Click Update Gift Certificate to finalize the change.

    update_gc_2x.png

Packages

  1. Navigate to Settings → Things We Sell → Packages.

    settings_tws_pkgs_2x.png

  2. Find the Package that includes the Service or Class you are trying to delete. Click the Action menu (3 vertical dots) menu and select Edit Package.

    action_edit_pkg_2x.png

  3. Scroll down to the listing of Services included in the Package.

    1. If the services/classes are grouped, and you want to delete one of them, select the group and then click Ungroup. (Confirm on the pop-up dialog.)

      select_group_2x.png
      ungroup_confirm_2x.png

    2. Select a service/class to remove from the package using the check box and click Delete. (Confirm on the pop-up dialog.)

      delete_svc_2x.png
      del_from_pkg_conf_2x.png

    3. If you want to remove the entire group of services/classes, select it and click Delete.

  4. Add any new services or classes you want to the package and click Save when you're finished.

    Choose how to apply the change (to only future package buyers or all current and future members) and click OK.

    options_edit_pkg1_2x.png
    options_edit_pkg2_2x.png

Memberships

  1. Navigate to Settings → Things We Sell → Membership.

    settings_tws_memb_2x.png

  2. Find the Membership that includes the Service or Class you are trying to delete. Click the Action menu (3 vertical dots) menu and select Edit Membership.

    action_edit_memb_2x.png

  3. Scroll down to the listing of Services/Classes included in the membership.

    1. If the services/classes are grouped, and you want to delete one of them, select the group and then click Ungroup. (Confirm on the pop-up dialog.)

      memb_svc_class_2x.png
      ungroup_confirm_2x.png

    2. Select a service/class to remove from the membership using the check box and click Delete. (Confirm on the pop-up dialog.)

      memb_svc_class_2x.png
      del_from_memb_conf_2x.png

    3. If you want to remove the entire group of services/classes, select it and click Delete.

  4. Add any new services or classes you want to the membership and click Save when you're finished.

    Choose how to apply the change (to only future package buyers or all current and future members) and click OK.

    options_edit_memb1_2x.png
    options_edit_memb2_2x.png

Once a service or class has been removed from all gift certificates, packages, and memberships, you can delete it from the Service/Class list.

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