Adding Packages for Family Members

Packages for family members can be added directly on the client's profile under the "Packages Purchased" section. This article will walk you through the steps to add packages for family members on a client profile.

Things to Know:

• The ability to add packages for family members is controlled by the "Accessing Client Records" and the "Accessing Packages" access control setting. 
  
• Only packages created for individual family members will include the option to select a specific family member during purchase. Packages configured for "All Family Members" can be used for any family member on the client’s account. If the client profile contains only one family member, that family member will be automatically selected by default
• Staff members can choose to either process the payment immediately or add the package to the client’s profile without completing the payment. However, the option to prevent adding packages to client profiles is controlled by a hidden setting, which can only be enabled by the MyTime team. To enable this setting, please contact our support team at support@mytime.com.
• The packages purchased will be stored on the client's profile and in the Packages Purchased report

To add a package for family members:

1. Go to the Clients tab
2. Open the client's profile                                                                                                                                                                                                  
3. Scroll down to the Packages section 
4. Select the + icon or the Add Package link
5. Choose the purchase location and package
6. Select the family member from the Package Owner dropdown menu
7. Save or proceed to take payment 

Client Profile

Package Balances Report

For more information, contact support@mytime.com. 

Related Articles:

Adding Packages for Clients

Adding Packages for Pets on Client Profile