When you create a package, or edit an existing one, you can set it to expire a certain amount of time after purchase.
- Go to Admin > Redeemables.
- Create a New package, or Edit an existing one.
- On the right side panel, set the Package Expires In drop-down: choose a number of Days, Weeks, Months or Years, or set it to never expire.
Once a package has been sold, go to the client's card and open the Packages tab. You'll see an Expiry column, so you can check a purchased package's expiry status without opening it.
You can also change a package's expiry date, or set it to never expire, after it's been bought. Click View next to the package on the client's card, adjust the expiry date, then click Update.
Reporting
Package Purchase Report
To check your outstanding package liabilities, or see expiry dates for a client's pending packages, go to the Package Purchase Report in Reporting > Report List.
Set your date range, then once the packages load, click Show Details to see which clients are currently owing. You can filter by Expires Within and by the operator who sold the package.
With Group By Client ticked, the list groups each client's packages together. Untick it to see the purchase date, the operator who sold it and the expiry date for each item.
Click a client's name to edit their personal details on the right side panel. You can also send an SMS or email from this list to remind clients about an unused package, if they're set up to receive one.
Liability Report
The Liability Report shows clients with outstanding packages. Go to Reporting > Report List > Liability Report > Show Details for Packages Liability.
A list of clients with outstanding packages will load. Click a client's name to go to their card and see their pending packages.
Click Export as CSV to export the full report, including items remaining and balance for each client.
If you have any specific questions, please send them to us via the Submit a Request option in your Help & Support page.