Setting Up Session Packs

Session Packs are a very cool feature you can use when creating new appointments in Power Diary. It can be used to keep track of three separate metrics, designed for a variety of different situations you might need;

  1. Number of Sessions
  2. Fixed Amount of Hours
  3. Fixed Amount of Money

For example, you can use a Session Pack to keep track of prepaid subscriptions a client has bought, the number of appointments your referral has had with your clinic or NDIS plans.

In this article, we will show you how to create a Session Pack Template and assign them to become an automatic default for every appointment created with an individual client.

In this article:

Creating a Session Pack Template

It’s easy to create a new Session Pack Template:

  1. Navigate to Setup → Session Packs using the menu on the left-side of Power Diary.
  2. Click on + Add Session Pack.
  3. A form will open up where you can add details of your new Session Pack and choose between Sessions, Money and Hours tracking type. This includes setting subsequent sessions at a reduced rate.
  4. Once done, click on the Save button. Doing so will create a new Session Pack Template that you can assign to clients.

How to Use Session Packs

There are three ways to assign a Session Pack to a client after the above template has been created. Read more about these at Using Session Packs.

Assign a Session Pack as a Client’s Default

You can define a Preferred Service or Session Pack to individual clients for every appointment going forward, designed to save on admin. Here’s how:

  1. Open the client’s profile page by either using the search bar on top of Power Diary or by double-clicking on their appointment in your calendar.
  2. Navigate to Billing → Billing Setup.
  3. Click on Preferred Service or Pack and choose the right session pack from the list.
  4. Click on the Save Changes button. This will add the Session Pack automatically every time you create an appointment for the client.

You can have the system remind you when a client finishes the last session in their Session Pack. Here’s how:

  1. Navigate to Setup → Configuration → Tasks using the menu on the left-side of Power Diary.
  2. Enable the toggle labelled Create a task when the last appointment in a session pack is used or a pack expires.
  3. Click on the Save Changes button.
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