Configure package freeze rules
Guests may pause package redemptions for reasons such as travel or schedule changes. Use freeze rules to control when packages are frozen and whether an unfreeze date can be set at the time of freezing.
Required roles: Any role with access to the Administrator mode
Required permissions: None
Open the Freeze rules page
At the organization level, click the Configuration icon.
Go to Packages > Package actions > Freeze rules.
Enable package freezing
Turn on Freeze packages.
Click Save.
Package-level freeze options are available only when Freeze packages is enabled.
Configure freeze rules
Turn on any of the following rules and configure their options, then click Save.
Freeze packages when guests are inactive
Turn on the Freeze packages when guests are inactive toggle.
In After how many months of the guest being inactive should the package be frozen (in months)?, enter the inactivity period (required).
Note
A guest is considered inactive if no invoices were created, no payments were made, or no appointments had a start time during the specified period.
If you enter 3, the package is automatically frozen after three months of guest inactivity.
Freeze package upon payment dispute
Turn on the Freeze package upon payment dispute toggle to automatically freeze the package when a dispute is raised.
Freeze package upon payment failure
Turn on the Freeze package upon payment failure toggle to automatically freeze the package when a payment attempt fails.
Allow users to set a package unfreeze date at the time of freezing
Turn on the Allow users to set a package unfreeze date at the time of freezing toggle to let staff choose an unfreeze option in the Freeze Package popup:
Unfreeze on: Select a calendar date
Unfreeze after: Enter number of days
If neither option is chosen, the package can be unfrozen manually later.