Sharing Multiple Client Packages

Table of Contents

Client Packages within the Point-of-Care (POC) Platform allow you to curate the services you offer and share these with clients. There are multiple ways that you can advertise your package offerings, including on your website, in newsletters and on social media, or sent directly to a specific client. 

The POC makes it easy to create sharable links (that can be embedded or sent as a link). You are also able to share all of our packages at once, or share some / just one package at a time with a single link to curate the packages that you want a client to see. 

Follow these instructions if you’d like to pull a link for a single client package.

IN THIS ARTICLE: #

  • How to pull a single URL / Embed code for multiple packages
  • Use cases for sharing multiple packages

How to pull a single URL / Embed code for multiple packages 

To share multiple packages, navigate to Billing > Client Packages > Select Package > Share

You’ll see an option to view the embed code or the sharing (URL) link for this package. Learn more about “Add to Website” and “Sharing Link”. 

Scrolling underneath the Preview, you will see an option to SHARE MULTIPLE PACKAGES 

This link will allow you to select the provider(s) you want to associate with this package if you have a multi-provider business, as well as allow you to curate which of your packages you would like to display with this link. 

Use the “X” next to any providers or packages you do NOT want to be associated with your new share code. As you unselect packages, you’ll see a “Preview” of what your clients will be able to see. 

Use cases for sharing multiple packages #

There may be several reasons why you would like to share more than 1, but not all, of your client packages at a time, either as an embed or via a sharing link. Here are the two common reasons that providers will utilize this feature:

  • If you’d like to share a curated set of packages for a specific promotion you are running, you may want to select 2-3 packages for your newsletter / social
  • If you offer two different payment plans for the same package (e.g., a discounted package if payment is collected upfront, vs paid monthly) you can choose to display these packages side-by-side 

Additional resources #

Practitioner Support: Submit your questions through the form on the Support page HERE

POC Weekly Training: Join one of our weekly trainings to ask questions and work through settings. Link to upcoming events is also listed on the practitioner support page HERE

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