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How do I sell a paid plan manually?

If you have a client who wants to purchase a paid plan without receiving any services, you don't need to create an appointment on your calendar. Instead, you’ll just need to create a new sale.

To sell a paid plan on its own:

  1. Go to Calendar calendar_2.png and click Add new add_new.png.
  2. Select New sale and go to Paid plans.
  3. Choose which paid plan you’d like to sell.
  4. When you get to checkout, use the search bar to find the client profile or create a new one.
  5. Click Charge to charge their card or select the payment method.
  6. Select Complete Sale to raise the invoice.

Click here for more information on how to book an appointment with a paid plan.

NOTE: You can keep track of your sales by checking your transaction summary under Daily Summary and view any remaining sessions on the Client’s profile or at checkout.

PRO TIP: Clients can check the expiration date of their paid plans in the My paid plans section of their Fresha account and book an appointment from there.

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