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Linking and Managing Sessions in a Client's Package

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When a session is booked outside of a package, or doesn't link to a package automatically, you can manually link it to a client's package. This article covers how to link and unlink sessions, and how to keep the session count accurate after making changes.

In this article:

When to Link a Session Manually

Sessions booked directly through a client's package link automatically. You may need to link a session manually in the following situations:

  • A session was booked as a one-off booking and you want it to count against the client's package.
  • A session was booked but didn't link to the package automatically.
  • You edited the package's services after sessions were already booked, and existing bookings were not linked as a result.

📍 Note: A session can be linked to any active client package, regardless of whether the session's service type matches the services included in the package. However, a session can only be linked to one package at a time.

Linking a Session to a Package

Sessions can be linked from the client's Bookings & Packages page, or from the Schedule > Bookings list. The option is not available from the session details page.

  1. Go to My Clients > [Select client] > Bookings & Packages.
     
  2. Locate the session in the Bookings tab. To view past sessions, click the x on the Today/Upcoming filter to remove it. You can also use the Filter options to narrow results by session date, confirmation status, practitioner, or payment status.
     
  3. Click the More Options menu (3 dots) next to the session.

     
  4. Select Link to package.
     
  5. In the pop-up, select the package you'd like to link the session to.
     
  6. You’ll see the session save with a package (gift) icon.

Understanding Package Session Count After Manually Linking a Session

When you manually link a session to a package, what happens to the session count depends on the service type of the session being linked:

  • If the session's service type matches a service already included in the package: The session count updates automatically. The linked session will count against the client's remaining sessions for that service.

     
  • If the session's service type is not included in the package: The session will appear in the package's Scheduled Bookings list, but the session count will not update automatically. You'll need to update the count manually to keep it accurate.

📍 Note: The session count on the package (Total sessions and Sessions remaining) reflects what's configured in the package's Sessions & Services settings, not just the number of sessions physically linked to it.

Updating the Package Session Count

If you've linked a session whose service type isn't included in the package, update the package's session count to keep it accurate.

  1. Go to the client's Bookings & Packages > Packages page.
     
  2. Click the More Options menu (3 dots) next to the package and select Edit package.
     
  3. Under Sessions & Services, do one of the following:
    • If the service is already listed: Click Edit next to the service and increase the session count to account for the newly linked session.

       
    • If the service is not listed: Click Add another to add the service and specify the number of sessions to include.

       
  4. Repeat the above steps until you have satisfied the package’s requirements. 

     
  5. Click Save Changes near the top-right.

Unlinking a Session from a Package

You can remove the link between a session and a package at any time. Unlinking a session removes the "Booked from package" indicator from that session and adjusts the package's session count if the service type was included in the package.

  1. Go to My Clients > [Select client] > Bookings & Packages.
     
  2. Locate the session in the Bookings tab.
     
  3. Click the More Options menu (3 dots) next to the session.

     
  4. Select Unlink from package.
  5. Click the Unlink button in the confirmation pop-up.

📍 Note: Unlinking a session does not cancel it. The session will remain on the client's bookings list as a standalone booking. 

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