You can easily check how much of a package a client has used or the remaining balance by accessing their Client Hub. Here’s how:
Step 1: Access the Client Hub
Open the Client Hub for the desired client. If you need help, refer to our Client Hub guide.
Step 2: Navigate to the Packages Tab
Once in the Client Hub, go to the Packages tab.
Look for the "% Used" column, which shows the percentage of the Package that has been utilized.
Step 3: View Detailed Package Usage
To see detailed usage and remaining amounts, click the magnifying glass icon in the invoice column for the specific Package.
This opens a window listing all events tied to the Package.
For another view, you can click the Package name in the upper left corner.
A pop-up will display the number of events redeemed and the remaining balance (e.g., 3 out of 28 used). For a complete breakdown, click + Show Full Details.
This will expand a list of the events redeemed through the package.
Once an event has been scheduled into a Package, you can also check the details for the Package from the "Edit Event" window. Simply click the name of the package near the top of the window, and another small window will appear with information relating to that Package.
