{"id":4496,"date":"2026-10-30T15:56:43","date_gmt":"2026-10-30T07:56:43","guid":{"rendered":"https:\/\/safetalk.space\/blog\/?post_type=help-centre&#038;p=4496"},"modified":"2026-10-30T16:12:07","modified_gmt":"2026-10-30T08:12:07","slug":"how-to-update-a-existing-client-packages-when-a-therapist-changes-services","status":"publish","type":"help-centre","link":"https:\/\/safetalk.space\/blog\/help-centre\/how-to-update-a-existing-client-packages-when-a-therapist-changes-services\/","title":{"rendered":"How to Update a Existing Client Packages When a Therapist Changes Services"},"content":{"rendered":"<div data-post-content>\n<p class=\"wp-block-paragraph\">As a therapist, when your services or packages you offer change, what happens to clients who have unused session credits from their previously purchased package?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, let&#8217;s say previously you offered Individual Therapy &#8211; Tier 1 ($300 for 3 sessions). Starting this month, you introduce new service: Individual Therapy &#8211; Tier 2 ($450 for 3 sessions). When a therapist moves from Tier 1 to Tier 2, your existing clients may still have the old packages with unused sessions remaining in their accounts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Since the therapist now offers tier 2 &amp; tier 1 packages are no longer available in your booking schedule, you need to update the clients&#8217; existing packages, so those clients can continue booking their sessions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this guide, we&#8217;ll show you how to update clients&#8217; packages in SafeTalk.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Update a Client&#8217;s Service Packages<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">1. Search and find the client who&#8217;s services you want to update<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Inside the client&#8217;s file, navigate to the Service tab. You will see the services and packages assigned to the client.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. Find the specific service package you want to update &amp; click the eye icon to open its details.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. Edit the Service Package. Click the Edit button on the service details page.. Open the Additional Information section.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. Look for the service selection field. Select the new service you want to link to the client&#8217;s package.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>For example, if the therapist has moved from Individual Therapy \u2013 Tier 1 to Individual Therapy \u2013 Tier 2, select Individual Therapy \u2013 Tier 2.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6. Save your changes.<\/p>\n\n\n\n<figure class=\"wp-block-video rounded-2xl-custom\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" autoplay controls loop muted src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/10\/update-client-package.mp4\" playsinline><\/video><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">That&#8217;s it! Your client&#8217;s existing package is now linked to the new service &amp; client can continue booking without any hassle<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">A Few Things to Remember<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Make sure the new service has already been created and is included as part of your availability schedule<\/li>\n\n\n\n<li>You only need to update the currently active client packages that have available credits. Completed, Expired or Cancelled packages do not need to be updated<\/li>\n<\/ul>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Update existing clients&#8217; services when your therapy packages or pricing change<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":[],"tags":[66,34,206,205],"help_centre_category":[132,128,172,137],"class_list":["post-4496","help-centre","type-help-centre","status-publish","hentry","tag-client-management","tag-for-therapists","tag-packages","tag-services","help_centre_category-client-management","help_centre_category-resources-for-therapists","help_centre_category-service-packages","help_centre_category-services-packages"],"_links":{"self":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/help-centre\/4496","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/help-centre"}],"about":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/types\/help-centre"}],"author":[{"embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/media?parent=4496"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/tags?post=4496"},{"taxonomy":"help_centre_category","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/help_centre_category?post=4496"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}