Managing packages, gift certificates, and subscriptions orders

Make changes to existing orders or check the remaining value.

After you start selling packages, gift certificates, or subscriptions, you can edit or cancel a client’s order from the client list. This includes making updates to a client’s individual booking code, canceling the code entirely, or reviewing the remaining value. You can also edit or cancel a code from the View orders page.

Your clients can also make changes to their subscription details, including updating their subscription payment method. Learn how to send clients a link to their subscription details page. 

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Edit a client’s order

To edit a client's package, gift certificate, or subscription order:

1. In Acuity, click Clients. 
2. From the client list, click the client’s name.
3. Scroll to the bottom of the client’s profile to the Orders section.
4. Click View Order for the package, gift certificate, or subscription you want to change.
5. Click the code.
6. Make changes, then click Update Code.

You can also edit the original package, gift certificate, or subscription, which then applies to every client who has purchased that package, gift certificate, or subscription. 

Note: Use caution when editing codes, as errors are difficult to fix, and can cause problems when subscriptions recharge.

If you need to edit the code that you generated for a client, like when sending a free code:

1. In Acuity, click Packages, Gifts & Subscriptions.
2. Click Edit next to the package, gift certificate, or subscription. 
3. In the Certificate Codes section on the right, click the pencil icon next to the code that you generated. 
4. Make any edits, then click Update Code.

Cancel a client’s order

To cancel a client's package, gift certificate, or subscription order:

1. In Acuity, click Clients. 
2. From the client list, click the client’s name.
3. Scroll to the bottom of the client’s profile to the Orders section.
4. Click View Order for the booking code you want to change.
5. Click the code.
6. In the bottom-right, click Delete, then click Ok.

You can also cancel a code from the View Orders page. 

Review remaining value

To review a client’s remaining appointments:

1. In Acuity, click Clients.
2. From the client list, click the client’s name.
3. Scroll to the Package/Gift certificate codes section to review the details of the client’s order. 

To review how many appointments are left on a specific package, gift certificate, or subscription:

1. In Acuity, click Packages, Gifts & Subscriptions.
2. Click Edit next to the package, gift certificate, or subscription you want to review. 
3. Active package, gift certificate, or subscription codes are listed along the right side of the page, along with how many appointments are left on each.

View orders

To view all package, gifts, and subscriptions orders in your account:

1. In Acuity, click Packages, Gifts & Subscriptions.
2. Click View Orders.
3. Select an order from the list.
4. In the order panel that opens on the right, view the order details. Click the code to review the appointments that have been booked using the code, or print a copy of the order receipt. 

Export orders

To export a .csv file summarizing all orders: 

1. In Acuity, click Packages, Gifts & Subscriptions.
2. Click View Orders.
3. Click Export All.

The export file includes all packages, gift certificates, and subscriptions that were purchased, but not codes generated with the Add Code button or using an API. Only the first payment of a subscription is listed.

The spreadsheet includes these order details:

• Order date
• First and last name
• Phone number
• Email address
• Order total
• Payment status
• Notes
• Products included in the order