Configure package freeze rules
Guests may not want to redeem package benefits temporarily for various reasons such as going on a vacation, or busy work schedule, or they intend to avail of certain services later. In such scenarios, you can extend the package's date of validity by freezing it.
Required roles: Any role with access to the Administrator mode
Required permissions: None
At the organization level, click the Configurations icon.
Search for and select the Enable package freeze setting in the Packages section.
Enable this setting.
Click Save.
To enable the automatic freeze of packages for inactive guests, do the following:
Enable the Freeze packages when guest is inactive setting.
In the For how long do you want to freeze packages (in months)? column, enter the duration of guest inactivity (in months) after which you want to freeze the package.
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.
Example: The value in For how long do you want to freeze packages (in months)? is 3 and a guest is inactive for three months. After three months, the package is automatically frozen.