Packages Purchase Preview- Beyond Setting Up The Page

Before clients purchase a package, we would love to have a way to walk through/see the whole client experience after a package is purchased (without having to purchase a package) to ensure that all looks correct and the entire process goes smoothly. Since there are a lot of parts to getting set for this service: attaching correct questionnaire, getting confirmation email, sending contract, calendar link, etc….what does this all look like on the client’s end after they purchase?

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Upvoters
Status

In Review

Board

💡 Feature Requests

Date

About 1 year ago

Author

Lara Michelle

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