Overview

Use Scenario

For various reasons, businesses will need from time to time an opportunity to extend the expiration dates of client packages. As such we have built a utility that will allow administrator level access team members to select clients

Use Case

As an administrator, I need to extend the expiration date of packages so that clients may continue to use their sessions.

Instructions for use

Administrators users may navigate to Payments > Retail Configurations > Bulk Extend Package Expiry

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Users will see a list of active packages and their clients and be able to check the box to include clients in the bulk edit.

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Set the extension range and click the Extend Expiry Date to execute.

 

Users will be presented with a confirmation message. 

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The system will display a green Success message at the top of the screen.

Once the bulk edit is complete user can download an audit report by clicking the Download History Logs button.

 

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The CSV file will download and present in your browser for review

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