Packages allow you to sell future visits and sessions for services and classes.
The video and instructions that follow show you how to run view Package history from either the Package Report or from the Customer Profile.
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Navigate to → → .
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Click Run Report.
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Find the package and customer on the list. Click the Action drop-down and then select History.
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Navigate to Customers, select a customer and click the Packages tab.
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Click the More menu (3-dots) and select History for the package you want to view.
The package history shows the package name, customer name, payment amount, and the following detail in table format:
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The date the package was changed or modified
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The service or class from the package that was affected
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The number of visits remaining on that date
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The action taken
Possible actions include: increasing or decreasing balance, pausing or resuming auto-renew, and the original package purchase
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The employee who edited the package
Comments
6 comments
Why can I no longer edit a customer package that has expired? The system doesn't allow for packages to have individual expiration dates so I have to set this at the minimum for all packages and then manually update individual customer packages for the ones I want to be longer. Occasionally, I miss one which means it expires and I have to edit it for the customer. It now appears Vagaro has taken away my ability to manage this. It makes no sense that the ability to edit a customer package for whatever reason a business owner may need to has been taken away.
Hi Allison:
Yes, you're right. The ability to edit after package expiration was removed in the latest update to Packages and Memberships. I understand that we're collecting feedback to determine if we're going to put that function back, so I'll count you as a "yes, put it back" vote!
You can set individual expiration dates both when you sell a package through the Checkout and at any time until it has expired. Even if you configure the package settings to Never expire, you can change that on either the Customer Profile/Packages page or Reports/Packages.
That is a terrible workaround and extremely time-consuming.
With this change, you've also eliminated my ability to reach out to those expired customers and offer them an extended expiration to get them back into my studio. I usually do this at the end of the year. This promo is currently impossible for me to do if I have to 'resell' every single expired package.
The goal is to have customers self-service online and not require me to sell thru Checkout. Setting the package configuration to never expire is not an option either because that impacts future sales. Some of us are small business owners who are doing all back office and front office work ourselves. There is no time to manually do all of these things.
I sure wish Vagaro would understand that deprecating existing functionality without understanding how your clients are utilizing it and then not even providing release notes to share all of the updates and changes is an extremely bad business practice. It is very impractical to expect people to read through over 3000 feature requests to see which make sense to 'follow' in order to get an update on them...especially since there are a considerable amount that have been in 'gathering feedback' for years.
Thank you for all the detail, Allison. I've forward it to my support managers to keep with the feedback we're getting about the expiration date change.
Hey there! I would also like to be able to edit the expiration date on a package, sometimes I need to because I am out so I need to extend my clients package.
Hello, Heidi! Thanks for your question.
To edit the expiration date on a package for a customer:
1. In the top menu, select Reports.
2. Under the Packages category, select Packages.
3. Run a report for the package or filter by Status or customer (User drop-down list).
4. Select Edit Package for the customer.
5. Toggle Package Has an Expiration Date, and then select the date.
6. Select Save.
I hope that helps!
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