Sell a service to a client
Assign a block card or other service to a client and record the payment.
3 min read
Before you start
- A service (e.g. block card) already created
- A client on file
- 1
Open the client
Go to Clients and open the client you're selling to.
- 2
Assign a service
In the client's products/services area, choose the service to sell — for example your 10-session block card.
- 3
Confirm sessions and expiry
The card starts with its full number of sessions remaining. Adjust the remaining sessions or expiry date if you need to (e.g. for a partial card or a promotion).
- 4
Record the payment
Enter the amount paid. The purchase is recorded against the client and a payment entry is created so it shows up in their history and your reports.
Tips
- Once assigned, the card's remaining sessions are automatically used when you book the client into a class.
- Selling a service also links the client to your studio if they weren't already.