When a customer purchases a package, credits are added to their account balance. This guide explains how to view and track package credits for your customers.

How Package Credits Work

Purchase - Customer buys a package (online or through staff)
Credit Added - Package credits appear in customer's account
Booking - When booking an appointment, customers can use package credits
Credit Deducted - One credit is deducted per service used
Balance Tracking - System tracks remaining credits automatically

Viewing Customer Packages

To see a customer's package balances:

Go to Customers & Pets
Click "Manage" on any customer/pet
Click the "Packages" tab (shows a badge with the number of active packages)

The Packages Tab

The Packages tab displays all package purchases for that customer as individual cards. Each package card shows:

Header Information:

Pet photo - Visual identifier
Package name - Full package title with emoji (if included)
Purchase number - "Purchase #1", "Purchase #2", etc. (for repeat purchases)
Purchase date - When the package was bought
Pre-paid badge - Shows how many credits were included (e.g., "5x Pre-paid")
Remaining status - "5 of 5 remaining" or "0 of 5 remaining"

Visual Credit Tracker:

The card displays a unique "rubber stamp" system showing each credit:

Purple circle stamps 🟣 - Available credits ready to use
Green checkmark stamps ✅ - Credits that have been used
Show dates toggle - Turn on to see the date each credit was used

This gives you an instant visual of how many credits are left and when they were used.

Action Buttons:

Each package card includes four action buttons:

1. 📅 Book now
Opens the appointment booking form with this pet and service pre-selected

2. 🧾 Receipt
Generates and downloads a receipt for the package purchase

3. 📋 History
Opens a detailed transaction log showing:

Purchase transaction (e.g., "+5 uses | Cash")
Each use transaction with date and appointment details
Business name where purchase was made

4. ➕ Buy More
Quick shortcut to purchase the same package again

New Package Button:

At the top of the tab, there's a green "New" button to purchase additional packages for this customer.

Multiple Purchases of Same Package

Customers can buy the same package multiple times, and each purchase is shown as a separate card:

Purchase #1 (3 Oct) - 0 of 5 remaining - Fully used
Purchase #2 (10 Oct) - 4 of 5 remaining - 1 credit used
Purchase #3 (17 Oct) - 5 of 5 remaining - All credits available
Purchase #4 (20 Oct) - 5 of 5 remaining - All credits available
Purchase #5 (20 Oct) - 5 of 5 remaining - All credits available

Petboost keeps them separate so you can:

Track which purchase credits came from
See different purchase dates
Handle refunds for specific purchases
Maintain separate expiration dates (if applicable)

Collapsed vs. Expanded Cards

To save space, fully-used packages (0 remaining) appear collapsed at the bottom of the list:

Collapsed view - Shows package name, purchase number, date, and remaining count
Click to expand - Reveals full details including stamp tracker and action buttons
Active packages (with remaining credits) are always expanded

This keeps your view focused on packages customers can still use.