Edit a package

Learn how to edit a package you offer in your catalog.

1 min readUpdated 8 months ago

Edit a package

If you want to edit a package that you offer:

  1. Go to Catalog → Packages tab.
  1. Find the package, then click Actions → Edit package.
  1. Update the fields you need (for example: Name, Description, Credits, Amount, Tax rate, Included services, Define quantities, Expiry).
  2. Click Save.

After you save:

  • Edits apply to new client packages created from this package.
  • Existing client packages are not changed and keep their current usage history.

Info

Tip: For major changes (e.g., different service mix or pricing), it’s best to create a new package and archive the old one to avoid confusion.

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