Renew Master Packages

Periodically throughout the year, you may notice your recurring Waiting List jobs are no longer showing on the Waiting List or under the Upcoming tab on your Client records. Recurring Waiting List jobs are generated from Master Packages. Master Packages will need to be renewed on a yearly basis. You'll also get an alert under the Bell icon when a Master Package needs to be renewed. Renewal Dates are specific to each package, so your packages may need to be renewed at different times of the year.
In order for jobs to be scheduled for next year, the Master Package must be updated and renewed. You can access Master Packages by going to Settings > Master Packages. This will open your Master Packages list page. All packages that need to be renewed will be highlighted in pink:


Click the Package name to open the package, then click the orange Renew Package button before making any other changes.

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On the Renew Package dialog, click the Renew button to confirm the change.


Once the Master Package has been renewed, you can make changes to the package, such as updating your renewal date or product settings, adding or removing services, updating your start and end dates, minimum days, budgeted hours, or default rate. 

Note: Select the Renew Products checkbox if you want to keep products on your package job after the master package has been renewed.

The Renewal Date will automatically update for the upcoming year, as will the Start and End dates. 

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When you're done making changes, click the green Save and Generate button at the top of the page.

Save and Generate.jpg

Click Generate again to confirm the action and schedule clients who have this package set to Auto-Renew.


The page will update to indicate your changes are being processed.


You can now navigate away from this page as no other actions are required. Once all clients with this package have been updated, you'll receive an alert under the Bell icon.

Tip: Scroll to the bottom of the page to see a list of clients that have this package. If a client is listed as Call to Renew then you must manually renew the package job on the client's account.
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