Use the client portal package view
Help clients understand remaining package sessions, value, expiry, invoice status, and the booking action for included services.
In this guide
Open the right package view
Enable Packages in Settings > Client portal, then keep the package template, sale invoice, redemptions, and expiry status current in the business workspace.
Clients open the personal client portal from a booking or business link and sign in with the same verified email address used for their booking.
If the client belongs to more than one business, they choose the correct business before opening Packages.
Balances, invoices and bookings
Active packages show remaining service quantities, expiry date, value remaining, amount paid, amount outstanding, and invoice status.
The package card links to its invoice when invoice visibility is enabled. Payment availability still depends on the business’s Stripe and online-payment readiness.
Clients can choose Book with this package to start a public booking for an included service. Starting from the package does not redeem a session or bypass live availability, booking policies, or payment rules.
Resolve package questions
Use the portal package view during payment follow-up so clients can see the same outstanding package balance your team sees.
Ask clients to contact the business if a package balance, expiry date, or invoice status looks wrong.
Keep package redemptions current from appointment details so the portal always reflects accurate remaining sessions.
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