Where to find it

Start from the client profile, a session’s Checkout window, or the package-selling control available to authorised staff.

Step by step

1

Select the client

Verify the client identity before assigning any credits.

2

Choose the package

Review its session count, eligible session types, price, tax, and expiry.

3

Choose collection method

Collect by card, send an invoice or e-transfer request, record cash or cheque, or defer collection where permitted.

4

Confirm the sale

Complete the checkout once and wait for the success message.

5

Review the client profile

Confirm the package, payment state, remaining credits, and expiry date.

Important checks

  • Do not repeat the confirmation if the first attempt appears slow; check the client record and Receivables first.
  • A deferred or invoiced package is not the same as a paid package.
  • Correct mistakes through the authorised correction workflow rather than editing records directly.

Test safely: Use Firebase Dev and Stripe test mode for workflow tests. Do not create live client, payment, package, or membership records just to test a guide.