Schedule session dates from the package page

In the sales application: Add several appointments from the customer package page, with a provider for each session.

1. Step 1

   Open Services > Customer packages and open the customer package. Saving a new package takes you directly to its page.

2. Step 2

   Select Schedule package sessions. Under Package appointments, choose the session services, date and time in the company timezone, and provider.

3. Step 3

   Select Add another appointment for each additional session, such as the second through fifth. Schedule some now and add the rest later; do not redefine the service or purchase the package again.

4. Step 4

   Under Duration, notes and other options, edit duration and session count, choose a room, or enter appointment notes. A blank duration is calculated from the services.

5. Step 5

   Review Confirmation and reminder messages, choose channels and lead time, then select Save appointments. All dates are checked for conflicts, balance and expiry; an error prevents partial saving.

6. Step 6

   Saved appointments appear below and in the daily schedule. Expand Change appointment time to reschedule; payments, services and duration remain unchanged and the reminder is updated.

Scheduling works with zero or partial package payment. Sessions are consumed only on completion, and scheduling creates no new invoice or payment. To cancel an appointment, open its details using the date link.