Currently the package setup allows you to automate a payment plan and initial down payment as well as a specific intake package IF and only if the client does it themselves from a front-facing link.

We primarily work with referrals where we are calling them, setting up the visits, sending paperwork and doing invoicing... currently setting up a single service will initiate an intake package but none of the above automations work when ADMIN is setting someone up on a package.

Please look at providing the same automation already given on the FRONT end to front-facing clients to the admin on the back end, so that no matter who initiates the package, the intake bundle, invoicing and payment plans all go out automatically. This is a huge time saver if it's possible!