The Package Sales page: list, filters and quick actions

When you open Packages → Package Sales from the left menu, every service package sold to a customer in your business is listed as a card. The "… packages found" counter under the heading shows how many packages match your filters; the page shows 20 packages, and the page numbers at the bottom take you further.

The New Package Sale button at the top right opens the sale wizard. It is shown to the business owner and to staff whose role has the "Müşteriye paket tanımlayabilir" permission (assign packages to customers); the steps of a sale are described in the "A new package sale" article.

What is on a package card?

• Package name and sale date: if it was sold from a template, a "Template: …" badge appears underneath. If you have defined a required form for package sales under Consent Forms, a "Completed" or "… contract pending" badge appears as well; clicking the pending badge opens the package detail, where you get the form signed.

• Customer: the customer's name and phone number; click the name to open the customer card.

• Services: the first service line of the package with its remaining/total credits. If there are more lines, the "+N more" link lists them all in a window. An "All Services" line is valid for every service in the business.

• Usage panel: used/total credits, the usage percentage and a bar (yellow from 50 per cent, red from 80 per cent). Underneath you see Remaining; Reserved when credits are set aside for planned appointments and classes; and Cancellation Rights (remaining/total, with "N used" when any have been used) when the package has them. If rights are used only on timely cancellations, the name of the rule appears too.

• Validity: the days left and the end date; 7 days or fewer is red, 30 days or fewer yellow and anything longer green. A package with 7 days or fewer left shows "Expiring soon", a package past its end date shows "Expired", and a package with no end date shows an "Unlimited" badge.

• Status: an Active, Completed (all credits used), Expired or Cancelled badge.

• Actions: the menu on the right of the card (see below).

Search and filters

The customer picker is always visible at the top of the page: pick a customer from the searchable list to see only their packages. The other filters sit in the panel opened with the Filters button; the number on the button tells you how many of the panel's filters (sorting included) are active.

• Search: searches by package name, ignoring upper/lower case and Turkish characters. To search by customer name, use the customer picker.

• Sale Date: All (the default), Today, This Week, This Month, Last Month, Last 3 Months, or a Custom Date range whose Start and End days you choose yourself.

• Status: you can select more than one of Active, Expired, Completed and Cancelled at the same time.

• Quick Filter: All · Expiring Within 7 Days · Expiring Within 30 Days (unless you also choose a status, these two return active packages only) · Running Low (<3) (fewer than 3 credits left) · Fully Used (no credits left) · Never Used · Open-Ended Packages.

• Sort: Newest (the default), Oldest, Expiring Soon, Low on Credits, Most Used, Least Used, Price (High), Price (Low), Sale Date (Newest), End Date (Soonest).

While a filter is active, the cross button at the end of the panel (Clear Filters) resets every selection and the sort order.

The Actions menu

• Details: opens the package detail page (the Overview, Usage, Collections and Usage History tabs).

• Extend Duration: the "Extend Package Validity" window shows the current end date and suggests a date 30 days later. The New End Date can be tomorrow at the earliest and 365 days from today at the latest, and it must be after the package's current end date if there is one. Write a note of up to 300 characters if you like and press Extend Duration. An expired package becomes Active again once it is extended; a package with no expiry gets an end date this way. The option is disabled on cancelled packages.

• Add Credits: the "Add Credits to the Package" window shows the Current (Remaining/Total) value of every service line; enter up to 1000 credits per line in the To Add column and the New Total is calculated as you type. The note is optional; save with Add Credits. The package price and payment plan do not change: if you are charging for the extra sessions, first raise the Total Amount with Edit on the package detail, then add the difference on the Collections tab. A Completed package becomes Active again when credits are added; the option is disabled on expired and cancelled packages (extend an expired package with Extend Duration first).

• Adjustment: in the "Package Adjustment" window you correct the New Total and New Used values of each line; the Reserved and New Remaining columns are for information. The new total must be at least 1 and cannot be lower than the used and reserved sessions combined. Turn on "Correct the end date too" to pick a new end date, or leave the date empty to make the package open-ended. The Adjustment Note is optional; save with Apply Adjustment. The package status then updates itself: Completed if no credits are left, Expired if the end date has passed, otherwise Active. The option is disabled on cancelled packages.

• Delete: deletes the package (see the section below).

Extend Duration, Add Credits and Adjustment exist only in this menu; they are not on the package detail page. Each option appears when your role has the matching permission: "Paket geçerlilik süresini uzatabilir" (extend package validity), "Pakete ek hak (kredi) ekleyebilir" (add credits), "Paket mahsuplaşması (seans/kullanım/bitiş düzeltme) yapabilir" (package adjustments) and "Müşteri paketini silebilir" (delete customer packages). All of them are on by default in the Personel (Staff) role, and every action is written to the activity log.

Deleting a package versus cancelling it

• Delete: the sale is undone as if it had never happened. You confirm once ("Yes, Delete"). If the package has used credits, collection records or sales card services deducted from it, a second confirmation ("Are you sure?") shows these numbers and tells you that ALL collection and receivable records are deleted with the package and drop out of the cash and revenue reports; confirm with Delete Along With Collections. Sales card lines deducted from the package stay at 0 TL; to turn them back into paid lines, use "Undo the package usage" on the sales card. Deleting cannot be undone.

• The Cancelled status: set it with Edit → Status on the package detail. The package stays in the list with a Cancelled badge and its collections stay in the cash report; no credit can be deducted or refunded, Extend Duration, Add Credits and Adjustment are switched off, and no due-date reminders are sent for its pending instalments. Pending receivable records stay in the Receivables list; if you will not collect them, delete them on the Collections tab of the package detail. Cancelling can be undone: just set the status back to Active.

Managing expiring packages proactively

• Select "Expiring Within 7 Days" or "Expiring Within 30 Days" in the Quick Filter to list the customers to call about a renewal; if needed, move the end date forward with Actions → Extend Duration.

• Use "Running Low (<3)" to offer a new package to customers who are about to run out of credits.

• "Never Used" shows customers who bought a package but have not started receiving the service — ideal for a reminder call.

• An automation you set up in Automations with the "When a Package Is About to Expire" trigger sends the customer an SMS, a WhatsApp message or an app notification 7, 3 and 1 days before the end date (on the days you choose in the automation); the "When a Package Expires" trigger lets you announce the expiry as well.