Package dollar budgets now do what funder contracts actually expect. Budgets can refresh on a schedule, dollar caps are enforced per funder, and a funder's budget can run as one shared pool across the clients they cover or as an allowance per client. Package setup has been restructured around two plain questions so the options read the way they behave.

Budget refresh (period budgets)

• Set a Monthly, Quarterly or Yearly reset on a dollar-capped package, and each new period grants a fresh budget
• Booking into a period whose budget is exhausted is blocked at booking time with an inline message — everything you entered stays put, just adjust the date or service and retry
• Choose which period a session counts against: session date, booking date, or assignment date. Rescheduling moves the budget draw with the session

Funder budgets

• Dollar draw-down and period enforcement now work for by-funder packages
• Per-template choice for funder dollar budgets: per client (each covered client gets the configured amount as their own allowance) or pooled (one shared pool drawn down by every client the funder covers)

Cancellation rules

A new matrix on the package template lets you pick which cancellation reasons keep the budget drawn down (e.g. short-notice cancellation, did not attend) versus release it back. The default stays release-on-cancel.

Visibility

• Per-period balance breakdown on the client's package row (e.g. June: $4,000 used / $1,000 left), matching what the booking checks enforce
• Pooled packages show the pool's shared balance, clearly labelled

Setup restructure

Package setup now asks two questions — "What does this package cover?" and "Who does the cap apply to?" — each with an explainer that matches actual behaviour. Auto-Rollover (enrolment renewal) and Budget reset (cap refresh) are now clearly distinguished. Auto-Rollover isn't available for pooled budgets.

Good to know

Everything is opt-in per package template (Superuser only) — existing packages keep their current behaviour untouched. Clients hitting a full period in the client portal see a clean, client-safe message with no funder mechanics exposed.