A Series is tied to the client's record who purchases it, and for this reason the Services cannot be automatically split among multiple clients. We do have a simple solution, however, on how you can share a Series between clients using the Edit tool on the client's Series. If the client who owns the Series (Client 1) wishes to grant a service in the Series to another client (Client 2), follow the steps below.
- Navigate to your Business Schedule and book an appointment for the second client. The Service on the appointment should match the Service that is part of the first client's Series.
- At check-out, discount the amount due to 0.00, since the Service was already paid for when the first client purchased it. Enter a Discount reason, if desired, such as "Service part of a Series belonging to Name of Client 1".
- Navigate to your Client List and open up the record for Client 1.
- Select the Credits tab.
- Under Pre-Sold Series, select Edit next to the Series and adjust the remaining Series balance down by one. Include a Reason for adjustment, if desired. This indicates that the client has one less service on their Series balance, since they gave the service to another client.
