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Getting Started with Packages

A 5-pack of dog walks is a typical package: the customer pays once, the credits sit on their account, and each booking of a service the package covers uses one credit. Eligible pets under the same customer account share the balance at one credit per pet per visit.

Packages suit recurring services such as grooming, walking and daycare, and regular customers who book often. Prepaid packages can make up over 60% of a dog daycare's revenue. Each purchase shows on the customer's Packages tab as a card of stamps, one per credit, so you can see at a glance what is left.

Create a package

The wizard has four steps, and nothing is created until the last one.

  1. Open Packages, select New, then New Package.

  2. On Basic Info, enter the Package Name. Description and Package Image are optional.

  3. On Services & Quantity, choose the Services the credits can be spent on, then choose Shared pool, Per service or Pools under Credit Allocation.

  4. Set Number of Sessions for a shared pool, a number under Credits Per Service for each service, or the pools under Pools *.

  5. On Pricing & Settings, enter the Package Price and check Customer Savings.

  6. Under Allow Pet Owners to self-service purchase?, choose Yes - publish for purchasing or No - keep this hidden.

  7. Optional: switch on Minimum pets to sell the package only to households with that many pets.

  8. On Review & Publish, check the Summary, then select Create Package.

To copy an existing package, for example a 5-pack from your 10-pack, select Clone from another package on Basic Info, choose the package and select Pre-fill Form with Selected. The wizard reopens as Clone Package with the name ending in (Copy). Change the quantity, price and name, then create it as usual.

Split the credits into pools

Pools gives a group of services its own balance. A booking for any service in a pool spends that pool's credits and no other. Use it when a package mixes services that should not spend each other's credits, for example 10 daycare or boarding credits and 5 grooming credits.

  1. On Services & Quantity, choose the Services, then select Pools under Credit Allocation. Petboost starts Pool 1 with every service in it.

  2. Replace Pool 1 with a name for the pool, and set its credits, from 1 to 100.

  3. Select Add pool for each extra pool, name it and set its credits.

  4. Tick the services that belong to each pool. Each service sits in one pool only, and every service in the package must be in a pool.

  5. Check Total credits in this package, then carry on with Pricing & Settings.

Remove takes a pool off when there is more than one.

To change the pools later, open the package from Packages, edit them under Credit Allocation on Basic Info, then select Publish Changes. The change applies only to packages bought after you publish. Customers who already bought the package keep their pools and credits; to change one customer's credits, use Adjust Balance on their package. If you add a service on Services, tick it into a pool on Basic Info before you publish.

Tip: Name the package for what it holds and how many, such as "10-Session Puppy Training Pack" or "5x Private Walk Package".

What Customer Savings shows

Customer Savings compares the package with booking the same sessions one at a time. It shows the Regular Price crossed out, the Package Price, a Price Breakdown of each service, Customer Saves as an amount and a percentage, and the savings per session. It appears for a Shared pool package only.

For example, a $30 service sold as 5 sessions for $125 shows a Regular Price of $150, Customer Saves $25 (17% off) and $5 savings per session. The Tip under the card suggests a price 10% below the regular price.

Who can buy it

Yes - publish for purchasing puts the package on your booking page, where customers can buy it themselves and pay by card, and the credits go on their account straight away. No - keep this hidden keeps it for your team to sell, from the customer's profile or while booking, which suits a promotional or VIP offer you only give to some customers. On Calendar Lite, packages are staff-managed only.

You can change this later in the package's Settings, where it is called Self-Service Purchase.

When the package is published for purchasing, Let clients pay online without saving a card lets a client pay for it by card without keeping the card on file. The client can still choose Save this card for future bookings. The purchase shows as Paid online. To switch it for several packages at once, select them on the Packages list and use Bulk Update.

Find and open a package

Packages lists your packages as cards, each with its credits, Price and a Purchase badge that reads Self-Service or Staff Only.

  1. Open Packages.

  2. To find a package, type in the search box. It matches the package name, the description and the names of the services in the package.

  3. To see archived packages, open Filters and choose Archived under Status.

  4. Select Manage on the package.

Change the order customers see

Reorder sets the order packages appear in on your booking page. Sort & Group only changes your own view of the list.

  1. Open Packages, open the settings menu and select Reorder.

  2. Drag the packages into place.

  3. Select Done.

The same settings menu is on Services and on Memberships > Plans.

Change a package

A change to a package applies to new purchases only. Customers who already bought it keep the credits, services and price they were sold.

  1. Open Packages and select Manage on the package.

  2. Choose Basic Info, Services or Settings. On a section, Jump to moves between them.

  3. Make the change. It waits in Pending Changes at the foot of the page.

  4. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

Basic Info holds the name, description, image, Package Price and Credit Allocation, with Customer Savings under the price. Services holds the services the credits can be spent on. Settings holds Self-Service Purchase, Minimum pets and Credit expiry. Discard Changes drops everything still pending.

The package summary

Beside the sections, Package Summary shows the package's Price, Credits, Services and Purchase, and lists its Included Services. It also holds Share Purchase Link, the link a customer can buy from once the package is self-service, Clone This Package, Make the 2-pet version and Archive Package. On a narrow screen these sit under Share purchase link & details.

Credit expiry

Credits never expire unless you switch on Credit expiry for the package. It is off for every package until you turn it on.

To set an expiry window:

  1. Open Packages and select Manage on the package.

  2. Choose Settings and switch on Credit expiry.

  3. Choose Must be booked before the expiry date or Appointment must happen before the expiry date.

  4. Set the number of weeks, from 1 to 260.

  5. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

The two options differ in which date has to fall inside the window:

  • Must be booked before the expiry date: a credit has to be put on an appointment on or before its expiry date. The appointment itself can be later. If that appointment is cancelled after the expiry date, the credit is lost.

  • Appointment must happen before the expiry date: the appointment itself has to be on or before the expiry date. A booking after the date is not offered the package, and Petboost refuses a move that takes a booking past it.

Which purchases get a date

Only purchases made after you switch on Credit expiry get an expiry date. Credits already sold keep the terms they were sold on. Each purchase has its own date, counted from the day it was bought, so a refill gets a date of its own.

Set a date on one purchase

Set Expiry sets, extends or clears the date on one purchase a customer already holds. It is also how a balance migrated from another system gets a date. To pause the expiry, set a later date.

  1. Open Customers & Pets and select Manage on one of the customer's pets.

  2. Open the Wallet tab, then Packages.

  3. On the package card, select Set Expiry.

  4. If the customer holds more than one purchase of the package, choose the purchase under Which credits.

  5. Choose the new date, or clear the date so the credits never expire.

  6. Enter a reason, then save.

When credits lapse

Petboost removes lapsed credits overnight. The purchase's history shows them as expired, with the date. If you switch Credit expiry off again, Petboost stops enforcing the dates. The dates stay on the purchases but have no effect.

What the customer sees

When the package is sold through self-service purchase, the customer sees the expiry window before they pay. After they buy, the date shows in the Packages section of their pet's profile.

Australian Consumer Law

Prepaid credits sold like a gift voucher may need to stay valid for at least 3 years under the Australian Consumer Law, unless an exemption applies. A pack for one service sold at a genuine discount to its casual price is an example of a possible exemption. You set the terms and you are responsible for them. Tell customers the window before they pay, and remind them before it lapses. Read the ACCC's rules for gift cards before you set a window shorter than 3 years.

Related FAQs

Have questions about packages? See these commonly asked questions:

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Next steps

Need help? Contact support or select Get Help in your dashboard to chat with our team.

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