Packages on a Member
A package on a member is a copy of an offer that person holds — remaining sessions and validity for that person. The Catalogue on Training → Packages is what you sell. This section is the package after it is assigned or bought.
Members are listed under People → Clients. See Clients and Client Packages.
Catalogue Versus Held Package
| Place | What it is |
|---|---|
| Training → Packages | Offers you sell (Active cards, prices, session counts) |
| Package on a member | What Olivia Bennett currently holds — remaining sessions and expiry |
Example: ELITE on the catalogue has 10 Sessions and 30d Validity. After assignment, staff need to see how many sessions Olivia Bennett still has, and when her package ends.
There is no screenshot of packages on a member. Client Detail currently shows contact details, groups, and status only. These pages follow the topic plan and stop where the UI is unconfirmed.
Frequently Asked Questions
Is assigning a package the same as creating one?
No. Creating is on Training → Packages. Assigning gives that offer to one member.
Where do I see remaining sessions?
On the member’s held packages, when that screen is available. See View Packages a Member Holds.
Assign a Package to a Member
Assign a package when a member should hold an offer from the catalogue — for example selling Peak Fit to James Wilson, or giving FREE ONE TIME RIDE to Emma Carter.
This is not the same as Creating a Package. Create first on Training → Packages. Assign when that offer should sit on one member.
Before You Start
- The package should be Active on the catalogue if it is for sale. See Package Statuses.
- The member should exist under People → Clients. See Add a Client.
- Know which Pricing Option to use, if the package has more than one price.
Step 1 — Open the Member or the Package
The topic plan: sell or assign a package to a member. That may start from Client Profile or from Training → Packages.
Step 2 — Choose the Package
Select the catalogue offer, such as ELITE.
Step 3 — Complete Assignment
Use the action Fitnez Studio shows — assign, sell, or the equivalent label.
There is no screenshot of assigning a package. This guide does not list payment, wallet, discount, or confirmation fields. For cash at the desk, see Recording a Cash Sale. Sales also appear under Finance → Transactions. See Sales & Payments.
Step 4 — Confirm the Member Holds It
Open Packages the Member Holds and check the package name, remaining sessions, and validity.
After Assigning
The member should hold the package with its session count and validity. How Bookings then use those sessions is not confirmed.
Which assignments need Manager Approval is not confirmed.
View Packages a Member Holds
Use this to see what a member currently holds — package name, remaining sessions, and expiry — for example Olivia Bennett with ELITE still valid.
This is the member’s copy of the offer, not the Catalogue.
Where to Look
Open People → Clients, then open View Profile.
The Clients list does not include a packages column. Client Detail in the current screenshot shows contact details, groups, and status only.
The same topic is also covered on Client Packages.
There is no screenshot of packages on a member. This guide does not list the exact fields, statuses, or layout.
What You Should Look For
The help topic plan asks you to see:
- Which packages the member currently holds
- How many sessions remain
- When a package expires
When that screen is available, use the labels Fitnez Studio shows. Do not assume names from the catalogue until they appear on the member.
Adjust Remaining Sessions
Adjust remaining sessions when a member’s held package should have more or fewer classes left — for example adding two sessions for Olivia Bennett, or removing a session given in error.
This changes the member’s package, not the catalogue session count on Training → Packages.
Step 1 — Open the Member’s Package
Open Packages the Member Holds.
Step 2 — Add or Remove Sessions
Use the action Fitnez Studio shows to increase or decrease remaining sessions.
There is no screenshot of adjusting sessions. This guide does not describe the control, a reason field, or whether the change needs Manager Approval.
Step 3 — Save
Save so the remaining count updates.
After Saving
The member’s remaining sessions should match the new number. How this interacts with existing Bookings is not confirmed.
Do not assume adding sessions also Extends Validity. Those are separate topic-plan actions.
Extend or Shorten Validity
Change validity when a member’s held package should last longer or end sooner — for example extending James Wilson’s Peak Fit after a studio closure, or shortening a trial.
On the catalogue, validity looks like 30d Validity, 7d Validity, or 1d Validity. This page is about the end date on one member, not the default on the offer.
Step 1 — Open the Member’s Package
Open Packages the Member Holds.
Step 2 — Change the End Date or Duration
Extend or shorten using the control Fitnez Studio shows.
There is no screenshot of changing validity on a member. This guide does not list the fields, or whether the catalogue default also changes.
Step 3 — Save
Save so the member’s expiry updates.
After Saving
The member’s package should show the new validity.
What happens to existing Bookings when a package expires — they stay, they cancel, or credits are lost — is not confirmed. Check Fitnez Studio before you shorten validity on a package that already has bookings.
Do not assume changing validity also Adjusts Remaining Sessions.
Remove a Package from a Member
Remove a package from a member when that person should no longer hold it — for example taking a trial off Emma Carter. This does not Delete the Catalogue Package on Training → Packages.
Step 1 — Open the Member’s Package
Open Packages the Member Holds.
Step 2 — Remove
Use Remove if Fitnez Studio shows it.
Step 3 — Confirm
Read the confirmation before you continue.
There is no screenshot of this action. This guide does not describe notifications, refunds, or whether the package can be assigned again afterwards.
Do not assume remove and Delete from the Catalogue do the same thing. Do not assume Blocked on the catalogue removes packages already held by members.
How Sessions Were Used
Use this to see how a member’s sessions were consumed — which classes used a credit from the held package.
Example: Olivia Bennett holds ELITE with 10 Sessions. This view should show which of those sessions have been used.
A booking can use a session when the class shows a PACKAGE badge. When the credit is taken (at book, at check-in, or after the class) is not confirmed. See Bookings & Package Credits.
Where to Look
The topic plan: track how a member’s sessions were used.
That may appear on the member’s held package, on Booking History, or on another activity view.
There is no screenshot of session usage. This guide does not list columns, dates, class names, or whether cancelled bookings return a session.
What You Should Look For
When that screen is available, look for:
- Remaining versus used sessions
- The Class that used a session
- The date of use
Client Booking History is a related record. It is not confirmed as the same view as package session usage.