Company Information - Enable Custom Packages

A Custom Package is a Waiting List Job or collection of Waiting List Jobs that you can put together to renew on an individual client basis, not based on the calendar year. Master Packages renew annually, while Custom Master Packages are renewable monthly, seasonally, or according to your preference. You can customize this type of package to the client, so if you are doing renewals, then each client is renewed one at a time.

Enabling Custom Packages will also enable Custom Master Packages.

To enable this feature, use the following steps:

  1. Go to Settings > Company Information.
  2. Go to the “Settings” tab.
  3. Check the box next to Enable Custom Package Services

    mceclip1_-_2020-12-01T133828.834.png
  4. Click Save Changes

You may need to refresh the page to see changes. On the Setting screen, under "Scheduling" you will see a new options for Master Custom Packages:

mceclip2_-_2020-12-01T133846.964.png

When you create a new Waiting List job you will have the option to Create Custom Package:

mceclip3_-_2020-12-01T133902.457.png

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?