EXISTING CLIENT

Add / Renew Package

Create the next package under the same client record. No new assessment, no duplicate client, no automatic sessions, and no Google invitations.

CLIENT—

CURRENT PACKAGE—

CURRENT EXPIRATION—

PACKAGE PACKAGE TYPE

START DATE EXPIRATION DATE

TOTAL SESSION ENTITLEMENT Defaults to the package. Override only for an approved courtesy/credit arrangement. DISCOUNT %

AGREED PRICE

PAYMENT & AGREEMENT

PAYMENT STATUS PAYMENT METHOD

PAYMENT TERMS AGREEMENT HANDLING INTERNAL RENEWAL NOTES

RECURRING SCHEDULE

The client's current schedule is copied automatically. Change it only if the renewal changes their normal days/times.

SAFE RENEWAL MODE Creates the package only. Import Google Calendar afterward to attach existing appointments.

PACKAGE HISTORY Newest package cycles first

No package history loaded.

PACKAGE RECONCILIATION

Where The Package Stands

See what has been charged, what still needs a decision, what is scheduled ahead, and what portion of the package is not yet represented on the session ledger.

PACKAGE CYCLE —

EDIT EXISTING PACKAGE — Correct this package without creating a renewal or touching its session history.

START DATE — LOCKED—

ORIGINAL EXPIRATION — HISTORY—

PACKAGE IDENTITY — LOCKEDPreserved

PACKAGE TERMS

EXPIRATION DATE TOTAL SESSION ENTITLEMENT

AGREED PRICE DISCOUNT %

PAYMENT & AGREEMENT

PAYMENT STATUS PAYMENT METHOD

PAYMENT TERMS AGREEMENT HANDLING INTERNAL PACKAGE NOTES

RECURRING SCHEDULE

Update the normal schedule for this package. This changes package metadata only — it does not move, create, or delete Google Calendar appointments.

AUDITED EDIT The package's before/after state is recorded when you save.

ENTITLEMENT 0 Total sessions in this package

CHARGED / USED 0 Package Session Used = Yes

PENDING ACCOUNTING 0 Past / exception dates with no deduction decision

FUTURE REGULAR 0 Upcoming regular sessions reserving entitlement

NO CHARGE 0 Explicitly marked Do Not Deduct

UNACCOUNTED BALANCE 0 Entitlement not yet represented on the ledger

PACKAGE MATH —

ACCOUNTING REVIEW PROGRESS 0%

NEEDS REVIEW STATUS0

MAKEUPS0

LEDGER ROWS0

SESSION HISTORY

Client Sessions

View, track and manage all client sessions.

DATETIMECLIENTSTATUS

Select a client to load sessions.

EDIT SESSION

Select a Session

Choose a session from the left.

Participant

Session Status

Package Session Used?

Makeup Effect

Internal Notes

SESSION DETAILS

Session ID—

Original Status—

Google Calendar—

Google Event ID—

New Client Intake

Add / Renew Package

Where The Package Stands

Client Sessions

Select a Session

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