Managing Customer Packages

Track and manage all aspects of customer packages.

Viewing Packages

Customer Profile

Go to a customer's profile and click the Packages tab to see:

All packages (active and historical)
Status badges
Service progress

All Packages View

Go to Packages main page and select the Customer Packages tab to see packages across all customers.

Package Card Information

Each package card shows:

Header

Package name
Status badge (Active/Expired/Fully Used/Cancelled)
Payment badge (Paid/Partial/Unpaid)
Final price (with original if discounted)

Details

Purchase date
Expiry date (if applicable)
Services used count (e.g., "3/10 services used")

Service Progress

Each service shows:

Service name
Remaining/Total count (e.g., "7/10 remaining")
Visual progress bar

Package Statuses

Active

Package is valid and has remaining services.

Expired

Package passed its expiry date. Cannot be redeemed.

Fully Used

All services have been redeemed. Package complete.

Cancelled

Package was cancelled by staff/manager.

Editing Packages

Managers and owners can edit active packages directly from the customer profile.

Accessing Edit Mode

Go to customer's Packages tab
Click the pencil icon on the package card header
The edit panel opens inline below the header

Changing Expiry Date

In the edit panel:

Select a new date using the date picker
Click Change Expiry to save
Or click Remove Expiry to make the package never expire

When the expiry date is changed, any previously sent expiry reminder is reset, so the customer will receive a new reminder at the appropriate time.

Session Correction

Manually adjust the remaining sessions for each service:

In the edit panel, find the Session Correction section
Each service shows the current usage (e.g., "1/3 used") and remaining count
Click - (red) to mark an additional session as used
Click + (green) to restore a session (give one back)
Optionally enter a reason in the text field for audit purposes

Important notes:

Corrections are logged in the redemption history as "Correction: [reason]"
The package status automatically updates (Active/Fully Used) based on remaining sessions
Only Managers and Owners can make corrections

Payment Management

Updating Payment Status

Click on a package
Update payment status
Record partial payments if needed

Payment Badges

Unpaid (red) - No payment received
Partial (yellow) - Some payment received
Paid (green) - Fully paid

Package notes

View or add notes about the package:

Special instructions
Payment arrangements
Customer preferences

Use case scenarios

Scenario 1: Quick status check

A customer asks "how many sessions do I have left?" Open her profile, Packages tab, see "3/5 used". Two minutes vs. flipping through paper records.

Scenario 2: Disputed redemption

Customer claims a session was used she didn't authorize. Open the package, see redemption history with date and staff. Resolve based on facts.

Scenario 3: Expiry warning manual outreach

Filter packages expiring next month. Email the affected customers personally. They redeem before expiry, you keep the relationship.

Scenario 4: Payment collection

A package issued UNPAID for a long-term customer. Each visit, take a partial payment from her card. The Payment column updates to PARTIAL, eventually PAID.

Tips

Audit packages monthly: outstanding debts, near-expiry, all-redeemed.
Don't manually delete redemptions: the audit trail matters more than tidiness.
Use notes for context: "agreed to pay 5k Ft per visit" is gold for the next stylist who sees it.
Restore expired packages with care: only if you genuinely owe the customer the sessions, not as a default.

Managing customer packages