Skip to main content

Customer Package Balances

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.

💡 Did you know? Pre-paid packages can make up over 60% of dog daycare revenue. Customers love the "buy more, save more" model, and you benefit from upfront cash flow and committed regulars.

How Package Credits Work

  1. Purchase - Customer buys a package (online or through staff)

  2. Credit Added - Package credits appear in customer's account

  3. Booking - When booking an appointment, customers can use package credits

  4. Credit Deducted - One credit is deducted per service used

  5. Balance Tracking - System tracks remaining credits automatically

Viewing Customer Packages

To see a customer's package balances:

  1. Click "Manage" on any customer/pet

  2. Open the Wallet tab (named Wallet & Packages when you sell packages), then Packages (shows a badge with the number of active packages)

The Packages sub-tab

Coffee-Card Style Package Tracking

The Packages sub-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.

Why the Coffee-Card Design Matters

Our stamp-card visual is designed for:

  • Psychological satisfaction - Customers love seeing stamps fill up (gamification)

  • At-a-glance progress - Instantly see "4 of 5 remaining"

  • Click-through navigation - Each stamp links to its corresponding appointment

  • Personal touch - Pet photo on card makes it feel custom

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

Transparent Transaction History

Every action is logged with full transparency - purchases, redemptions, cancellation credits returned, and manual adjustments.

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


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.


Multi-Pet Package Sharing

Package balances are held on the pet owner account, so eligible pets under that account can use the same available credits.

How it works:

  • Purchase the package for the customer account

  • Use an available credit when booking an eligible pet for the matching service

  • Each pet's usage is tracked separately while credits are drawn from the same account balance

Example:

The Smith family has 3 dogs: Max, Bella, and Charlie. They purchase a 20-pack Daycare package. All three dogs can use credits from this pack, and the stamp card shows which pet used each credit.


Low balances

Petboost does not buy packages automatically. When a package has two credits or fewer, the pet owner app shows a Low Balance, Last Credit or No Credits Left badge. If you sell packages online, the customer can select Top up this pack to buy it again.


Cancellation Credit Handling

When a customer cancels an appointment booked with a package credit:

Within notice period:

  • Credit is automatically restored to their package balance

  • No action required from staff

Outside notice period (late cancellation):

  • When staff cancel, Retain package credits is selected by default and returns the credit

  • Staff can choose Forfeit package credits to leave it used

Cancellation Handling

This transparent handling means customers understand the rules, and you maintain policy consistency.


Package Indicators Throughout the System

Look for these package-related badges across the app:

  • 🟣 Purple "Package" badge - Appointment uses package credits

  • Tab badge - "Packages 1" shows how many active packages the customer has

  • Credit count - "5 of 10 remaining" shows usage at a glance

  • Pre-paid badge - Green badge showing total credits included


Related FAQs


Related Articles

Getting Started with Packages - Create and manage packages

Using Packages in Appointments - Apply package credits when booking

Package FAQ - Common questions answered


Need help? Contact support or click the "Get Help" button in your dashboard to chat with our team.

Did this answer your question?