How to See the Balance of a Package

Packages allow you to sell future visits and sessions for services and classes. You can also set different auto-renew options, charging the client weekly, every four weeks, monthly, every two months, quarterly, yearly or after a set number of visits are completed.

To view the remaining balance of a client's package in Vagaro, follow these steps:

• Click Reports at the top of the screen.
• Select Packages on the left side of the screen.
• Click Run Report after applying the appropriate search filters.
• Locate the customer and package. Click on the drop-down under Action. Then select View Balance.

Let's get started!

1. Click Reports at the top of the screen.

2. Select Packages on the left side of the screen.

3. Click on the drop-down under Status. Then select All Packages.

4. Click Run Report.

5. Click on the drop-down under Action. Then select View Balance.

6. You can see the initial balance as well as the number of remaining visits left in the package.