Looking Up Package Details

1. Click on the toolbar.

The Appointments for window displays.

2. In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

The client's details display.

3. Click .

Details for unused package items display.

Tip:  Select Show All to view details for used and expired packages.

4. Complete the following as necessary:

• View redemption details for an item

  1. Select Show All.

  2. Select the item.

  3. Click Usage History.

   

• Change the expiration date for an item

  1. Select the item.

  2. Click Expiration/Purch For.

  The Edit Expiration or Purchased For window displays.

  3. In the Expiration Date field, enter a new expiration date.

  4. Click Ok.

   

• Transfer an item to another client

  1. Select the item.

  2. Click Expiration/Purch For.

  The Edit Expiration or Purchased For window displays.

  3. In the Purchased For field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

  4. Click Ok.

   

related links

Looking Up Purchase History