Step 1 - Set up your "Packages"
Select "Client Billing" under the "Account" tab. From here you can create packages by selecting the "+add" button, or edit existing packages by clicking on the gear icon next to your desired package.
Step 2 - Send a "Package Payment" request to your client.
Option 1: Go to the "Billing" tab and select "Payment Requests". From there, select "package" from the green "request payment" button on the upper right hand corner of the screen.
Option 2: Go to the "Client" tab in your Fons account and select any client. Press the "package" option from the drop down list under the green "Request Payment" button.
Then select the desired client and package for the desired request. You may even add notes if you wish to help remind you about your package request's details. Toggle the "automatically repurchase" button off to just sell 1 package or to on to renew indefinitely or renew for a specific number of packages.
Your client will get an email where they can approve the payment (the same as with the "One time payment" option).
Step 3 - Scheduling Appointments
Schedule (or have your client request) an appointment and it will be deducted automatically from the total of the pre-paid package.
You can track pending and currently running packages under "Payment Requests" in the "Billing" tab
Or when viewing your clients in the "Client" tab.
- bonus tip: make sure your clients who are being billed through packages have their default client "Appointment Duration" set to the corresponding length of the appointments in the package that was sold.