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Angie L.
AL
Mental Health Coach

How can I add a client to a package, if the client has paid me through an outside source such as venmo or cash?

I have my package settings to pay, then book, is there a way to keep this setting and add a client to my package even when they aren't paying through the Paperbell portal?
4 comments
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KG
owner / ADHD Life Coach
0
Provide them the package.
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Paperbell
Official Response
Paperbell
Laura R.
LR
0
Hi Angie! Yes, absolutely we actually have a few different ways to do this. You can either gift the package to them, create a special coupon code so that they can access the product for free, or create a clone of the original package and make it free and invite-only.
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JL
Wellness Consultant
0
You can 'clone' the package with a click in Paperbell and call it "Package x with cash" or "Package x with Venmo". Voila! I've done this with Paypal when the client wanted to finance through paypal credit. Hope this helps!
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Hilda Lorena T.
HT
Say goodbye to self-doubt and exhaustion, so you can feel confident and energized, as you take the best next step in your thriving career.
0
Did you try going into the client tab and gifting the package to the client? It's not technically true, but you received the money upfront.
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