Sending Package Invitations

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Learn how to invite clients to purchase Packages in Nutri-Q using three different methods and see the step-by-step purchasing experience from the client's perspective.

In this article:

You must first create a Package in order to invite clients to purchase. See Creating and Managing Packages for instructions.

 

Option 1: Send an Invitation from the Client's Profile

  1. Select the client from your Client List to go to their profile. On their Client Details page, click the "Info & Settings" tab:

     

  2. Under the Info & Settings tab, click the green "Send Package Invite" button under the 'Client Packages' section:


     

  3. Use the drop-down menu to select which package you want to invite the client to purchase, then click "Send Package":


     

  4. A box will appear confirming the Package was successfully sent. To see the email invitation along with the client's view after a Package invitation has been sent, click here. 


     

    To manage invitations after they've been sent, click here. 

Option 2: Send an Invitation from "My Packages"

  1. Click "My Packages" in the vertical Nutri-Q menu (if you don't see this icon, see Creating and Managing Packages first):

  2. Click anywhere on the tile of the Package you want to send:


     

  3. On the Package Details page, click the green "+ Add a New Invitation" button:


     

  4. Use the drop-down menu to select a client from the list. You can also type their name into the field to narrow the options:

     

  5. After selecting a client, click "Send Package":

    To see the client's view after a Package invitation has been sent, click here. 

    To manage invitations after they've been sent, click here. 

     

Option 3: Manually Send a Package Link

  1. Choose Option 1 or 2 above and follow the instructions until a box pops up titled 'Send Package Invite.' Then, click the box that says "Do not email the package invite."

    Using Option 1

    Using Option 2

  2. Click "Generate Package Link":

    Using Option 1

    Using Option 2

  3. If not already on the Package Invitations view, click the tab titled "Invitations" under that package's details:

  4. Find the invited client in the list under Invitations. Click "Options," then "View Invite Link":

  5. Click "Copy" to copy the client's custom URL and use it to paste or hyperlink the Package invitation directly in an email or message of your choosing:

To manage invitations after a link has been generated, click here. 

 

Client View: Purchasing a Package

To buy a Package, your client must first be invited using one of the methods listed above. 

Clients can then purchase Packages one of two ways: 

OPTION 1 - The client receives an email from Nutri-Q inviting them to purchase the Package. The client click the "View & Purchase Package Here" link to be taken directly to the purchase screen (Note: they will be prompted to log in to Nutri-Q if not already logged in).

The purchase screen will show them a summary of the total requested payment along with a "Purchase Package" button:


OPTION 2 - Clients can find pending Package invitations any time by clicking "My Packages" under their Nutri-Q menu:

The My Packages screen will show them a summary of the total requested payment along with a "Purchase Package" button:

After using one one of the two methods above and clicking "Purchase Package," the client enters their payment information:

After clicking "Submit, the client receives a confirmation message and an email receipt from Stripe:

Once payment is successful, Nutri-Q will update for both the client and practitioner. 

The purchased Package appears under Active Packages on the client's account. Click here to manage Active Packages.