Create an Appointment Package Manually

PracticeQ allows you to sell appointment packages online through the booking widget. However, there may be instances where a client pays for a package offline in your office. 

Enter the purchase manually in your PracticeQ account to keep track of the package's appointments, and allow your clients to schedule remaining appointments using the booking widget.

Manually Create Appointment Package 

1. Click Lists → Clients.
2. Select the client from the list.
3. Select the Packages tab.
4.  Click the Add Package button. 
5. Select the Practitioner and the Package and click Create Package.

• Once a package is created, it will show up as the first result in the packages table. You can then schedule each package appointment by clicking the Schedule link.
• Note that you can click Add Invoice or Add Payment Plan to register an offline payment, or create a manual charge using one of the supported payment providers.

Appointments in the Package

1. When you click the Schedule link, the Schedule Appointment dialog will display.
2. Create a new appointment by changing the date and service type, or click Want to assign an existing appointment instead? to link an existing appointment to the package you added.

If you have any questions or need assistance, please contact us and we'll be happy to help!