The Customer Packages page allows you to manage all service packages assigned to customers. It helps track package details, validity periods, pricing, and current status.

This page is essential for monitoring package usage and managing customer subscriptions efficiently.

This page provides:

• Package filtering options
• List of all assigned customer packages
• Quick actions to manage packages

Located at the top of the page, these filters help you quickly find specific packages.

Filter records by a specific package.

• Displays available package options
• Helps locate customers associated with a particular package

Filter packages assigned to a specific customer.

• Displays list of customers
• Useful for viewing package history of a single customer

Filter packages based on their current status.

Examples:

• Active
• Expired
• Inactive

Located at the top-right.Click this button to assign a new package to a customer.

The main section displays all package records in a structured table.

Displays the name and details of the package.

Examples:

• Multiple session packages
• Service combinations
• Custom packages

Shows the name of the customer assigned to the package.

Indicates when the package becomes active.

Displays the expiry date of the package.

Shows the total price of the package.

Indicates the current state of the package.

Examples:

• Active : Currently valid and usable
• Expired : Validity has ended

Each package record includes three action icons

Edit : Allows you to modify package details.

View : Opens detailed information about the package.

Delete :Removes the package from the system.

• Keep package data accurate and updated
• Regularly check expiring packages
• Avoid deleting packages unless necessary
• Use filters for faster navigation
• Review package details before editing

The Add / Edit Customer Package page allows you to assign, sell, and manage service packages for customers. It helps track package validity, pricing, payments, therapist assignment, and agreement confirmations.

This page is used when creating a new package for a customer or updating an existing one.

This page enables you to:

• Assign a package to a customer
• Define validity period
• Manage pricing and payments
• Add internal notes and therapist instructions
• Capture digital signatures for confirmation

Indicates that you are assigning or editing a customer package.

Located at the top-right corner. Click to return to the package listing page without saving changes.

Select the customer to whom the package will be assigned.

• Displays a dropdown list of customers
• Option available to quickly add a new customer if not found

Select the service package to assign.

• Displays available packages
• Determines included services and structure

Defines when the package becomes active.

Defines the expiry date of the package.

Displays the original price of the package before any discount.

Enter the final price charged to the customer after discounts or adjustments.

Enter the amount paid by the customer at the time of purchase.

Displays or calculates the pending amount (if any).

Shows the total amount paid by the customer so far.

Choose how the payment was made.

Examples:

• Card
• Cash
• Online

Add instructions or notes specifically for the therapist.

• Visible only to staff
• Helps ensure proper service delivery

Add internal remarks related to the package.Used for administrative or tracking purposes

Select the therapist responsible for handling this package.

Set the package status:

• Active : Package can be used for bookings
• Inactive : Package is paused or not usable

Capture the therapist’s digital signature. Confirms package agreement from staff side

Capture the customer’s digital signature. Confirms acceptance of package terms

Each signature section includes:

• Clear Remove signature
• Undo Undo last action
• Done Confirm signature

Enable this option to extend the package expiry date when required.

Customer must agree to terms and conditions before submission.

This ensures:

• Policy acknowledgment
• Legal and operational compliance

Submit :Click Submit to save and activate the package. Creates a new package (Add mode)
Updates an existing package (Edit mode)

Cancel : Click Cancel to exit without saving changes.

• Always verify customer and package selection
• Ensure correct start and end dates
• Record accurate payment details
• Add therapist notes for clarity
• Capture both signatures for confirmation
• Review all details before submission