Add a Package to a Customer

Assigning a package to a customer allows you to provide them with bundled services and track their usage efficiently. This process involves selecting the customer, choosing the appropriate package, processing payment, and monitoring package utilization. Assigning packages helps streamline service delivery and improves customer management.

To add a package to a customer

1. Go to the Customers section. The customer list appears.
2. Select the customer you want to assign a package to. The selected customer's profile opens.
3. Click Packages in the customer profile. The packages screen appears.
4. Click Assign Package. The package selection list is displayed.
5. Choose the desired package from the list. The review screen summarizes your selection.
6. Click Next to continue. The Assign and Checkout page opens.
7. Collect payment for the package. You can adjust the amount if needed and select your preferred payment method. Note: For example, if you choose cash, simply select it as the payment method.
8. Click Assign and Checkout. The package is successfully assigned to the customer.
9. (Optional) Click View Usage after assigning the package. You can track how many times the customer has visited and how they are using their package services.