Customer Management

Assign packages to customers

Add a credit package or unlimited pass to a customer and record how it was paid.

1

Open the customer packages tab

From Customers, open the customer profile and switch to the Packages tab. The table shows credit balances, pass validity, expiry, and status for every package assigned to this customer.

Customer Packages tab with the Add Package action
2

Start adding a package

Click Add Package and choose the package to assign. If it is not listed, create it from the main Packages page first.

Bookjor identifies whether it is a credit package or pass and shows the fields that apply.

3

Enter the credits or pass validity

Credit packages require a credit amount and expiry date; where allowed, you can mark them as never expiring.

Passes require a validity duration and unit. They have no credit balance and provide unlimited eligible bookings while active.

4

Record payment and submit

Enter the amount paid and select the payment method. Use Free for a complimentary package or Pay Later when payment will be collected separately.

Click Add Package. The package becomes available immediately, subject to its validity dates and the pricing rules configured for the class, course, or service.

Tip Passes cannot be shared. Credit packages can only be shared when sharing was enabled on the package before assignment.