Tracking and Managing Active Packages

Understand package statuses, view and manage active packages, and track package invitations - including resending invites, accessing invitation links, and removing invitations.

Invited: The client has been invited to purchase the Package (purchase not yet made).
Invite Canceled: An invitation was sent to the client but the invite was canceled before the Package was purchased.
Active: The client successfully purchased the Package and is actively working with their practitioner. A package is considered Active until the client has completed all the included appointments or the practitioner manually marks the Package as completed.
Completed: The client purchased a Package that has ended or been completed. A package must have been purchased and become ‘Active’ before it can be marked as ‘Complete’.

Viewing Package Invitations

After a Package invitation has been sent, the invitation will show up automatically in two areas - Client Details and My Packages.

Click the tabs below to toggle views and see instructions on how to access these areas.

AREA 1 - Client Details

Use this area if you want to manage invitations associated with one particular client.

Select the client from your Client List in order to be taken to their profile. On their Client Details page, click the "Info & Settings" tab:

Under the orange 'Client Information' section on the left, you'll see a 'Client Packages' area displayed where all pending invitations for that client can be viewed:

If previous Packages are sent, canceled, or completed, they will appear here as a historical list:

You can click the three dots next to "Invited" in order to display additional options. See Managing Package Invitations for details on using these options:

AREA 2 - Package Details

Use this area if you want to manage all invitations associated with a particular Package.

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

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

You can now see all pending invitations associated with that Package:

Click the "Options" box in order to display additional options (see Managing Package Invitations for details on using these options):

Managing Package Invitations

All of the options below can be found in two areas - see section above on Viewing Package Invitations to select the view that works best before continuing with the instructions below.

Click the tabs below to toggle options and see additional information.

RESENDING INVITATIONS

If a client mentions they did not receive the email invitation from Nutri-Q, you can send the invitation again by clicking "Resend Invite":

A box will pop up asking you to confirm. Click "Yes, Resend Invite" to send the client another email invitation:

Another box will pop up notifying you the message was sent successfully:

ACCESSING INVITATION LINKS

If you chose to manually share the Package with the client by clicking the "Do not email the package invite" box previously, or simply wish to share the custom link directly with your client, click "View Invite Link":

A box will pop up displaying their custom Package invitation link. Click "Copy" to copy the client's custom URL:

REMOVING/DELETING INVITATIONS

If you wish to delete or remove a Package invitation, click "Cancel Invite":

A box will pop up asking you to confirm. Click "Yes, Cancel Invite" to delete the invitation:

Managing Active Packages

Information about the status of an Active Package can be viewed in three locations - two areas for practitioners, one for clients.

Click the tabs below to toggle views and see instructions on how to access these areas.

PRACTITIONER VIEW 1 - Client Details

Use this view if you want to see all Package history associated with a particular client.

To access this area, navigate to the client's Details page and click on the "Info & Settings Tab":

Look for the 'Client Packages' section. Here, it will list all the client's Package invitations and purchases (see the 'Package Statuses' info box above for a complete list of statuses).

Once a client purchases a Package, it will be labeled as 'Active':

To mark an Active Package as complete once a client has finished their program, click the three dots next to 'Active' and select "Mark as complete":

A box pops up asking you to confirm. Click "OK" to confirm and mark the Package as completed:

PRACTITIONER VIEW 2 - Package Details

Use this view if you want to see all history and clients associated with a particular Package.

To access this area, click "My Packages" in the vertical Nutri-Q menu (if you don't see this icon, see Creating and Managing Packages first):

You can also navigate to "My Packages" from your account settings page:

On the "My Packages" page, click anywhere on the tile of the Package you want to view:

The Package Detail screen displays information such as a list of invitations sent, client purchase history, any Package activity, and settings for the Package:

The Invitations tab displays a list of all clients that have open or pending invitations to that Package:

The Purchased tab displays a list of all clients who have bought the package, as well as the number of sessions they have remaining:

The Package Activity tab displays a history of appointments held related to this Package. If no sessions are held, no data will be displayed:

The Package Info tab displays additional details of the Package:

For instructions on editing a Package, click here

For instructions on deleting a Package, click here.

CLIENT VIEW - My Packages

Clients can click "My Packages" in the Nutri-Q menu to see information about their Active Packages:

This section displays all of the client's Active Packages you've sent along with the number of Appointments remaining:

Appointments Remaining' automatically updates when an appointment has been held after scheduling through Nutri-Q's Appointment Scheduler.

Tracking and Managing Active Packages

In this article:

Viewing Package Invitations

Managing Package Invitations

Managing Active Packages