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, and these will need to be renewed on a yearly basis. You'll also get an alert under the Alert 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. You can access Master Packages by going to Settings > Master Packages. This will open your list of Master Packages. All packages that need to be renewed will be highlighted in red, as shown below:


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


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


You'll be able to edit the Master Package once it's been renewed.


The Renewal Date will automatically update for the upcoming year, as will the Start and End date. 
You can now make any changes you'd like to the master package. Once you have completed your changes, click the green Save and Generate button at the top of the page.


Click Generate to confirm the save and to schedule clients who have this package set as auto-renew.


Once the package has been generated, the page will update to indicate your changes are being processed.


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

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