Families

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How to Assign Packages

Assigning a package links it to a family account so sessions are available to redeem and tracked in usage reports.

Step 1: Open Family Profile

Go to Families from the left menu and select the family profile to which you want to assign a package.

Step 2: Go to the Invoices Tab

Inside the family profile, open the Invoices tab. This is where packages are first assigned when creating a new invoice.

Step 3: Add Invoice with Package

Click + Add Invoice. In the popup form, select Assign Package as the invoice type.

• Select the student within the family.
• Choose the package to assign.
• If required, select a payment gateway.
• Toggle Include Tax and Send Email if needed.
• Click Add to complete the invoice.

Step 4: Finalize Assignment

The assigned package will now:

• Appear in the Invoices tab as part of the created invoice.
• Automatically show in the Packages tab for session usage tracking.