When a customer buys a package, its credits go on their account. Each booking of a service the package covers uses one credit, and Petboost tracks what is left. Prepaid packages can make up over 60% of a dog daycare's revenue.
A credit moves through five stages: the customer buys the package online or from your team, the credits appear on their account, a booking uses a credit, the credit is taken off, and the balance updates itself.
View a customer's packages
Open Customers & Pets and select Manage on one of the customer's pets.
Open the Wallet tab. It reads Wallet & Packages when you sell packages, and Wallet, Packages & Memberships when you also sell memberships.
Choose Packages. Its badge counts the customer's active packages.
Each purchase is its own card. The card shows the package name, Purchase #1, Purchase #2 and so on for a repeat purchase, the purchase date, a Pre-paid badge with the credits it came with, such as 5x Pre-paid, and how many are left, such as 4 of 5 remaining.
Below that, each credit is a stamp. The legend reads Used, Scheduled, In Progress and Available, and Show dates adds the date each credit was used. Point at a used stamp to see the date and time of the appointment it went on.
On a phone the sub-tabs read Activity, Packages and Plans.
How the credits on a card are spent
The number on a card, such as 4 of 5 remaining, is the number of credits a booking can use. The business app and the pet owner app show the same cards. A booking offers a credit only when that number is above zero, the service is one the package covers, and the purchase is paid.
Each purchase is its own card. A visit spends the oldest card that still has credits left. A later purchase keeps its own credits until the older ones are used.
A credit is taken when the booking is saved, including a visit that has not happened yet. On the stamp card that credit reads Scheduled, not Available, and it is not offered on another booking.
When you reduce credits with Adjust Balance, or a refund removes them, the reduction comes off the purchases that already existed. It does not remain on a purchase made afterwards.
A purchase that still reads Awaiting Payment or Partially paid has no credits to spend. A partially paid purchase adds its credits once it is paid in full. See Split a package purchase across methods.
Use the buttons on a package card
The card's buttons, in order:
Book now opens a new booking for this pet. Choose the service yourself; the service is not pre-selected
Receipt generates a receipt for the purchase
Mark as Paid, View Payment Link and Cancel Payment Request appear while a bank transfer or payment link purchase is still Awaiting Payment
Take Payment takes the next payment on a purchase paid in parts. Cancel Payment Request is not offered once a part is recorded
Refund opens Refund Package
Adjust Balance sets the credits left, with a required reason
View Transaction History opens every purchase, redemption, returned credit and adjustment for the package. On a wide screen it reads History
Buy More sells the same package again
Every line in the history names what happened, such as Package Purchased, 1 Use Applied, 1 Use Restored or Package Refunded, and the business where the package was bought.
Above the cards, the green New button sells this customer another package.
Repeat purchases and used-up cards
A customer can buy the same package more than once, and each purchase is a separate card:
Purchase #1 (3 Oct): 0 of 5 remaining, fully used
Purchase #2 (10 Oct): 4 of 5 remaining, one credit used
Purchase #3 (17 Oct): 5 of 5 remaining, all credits available
Keeping them apart shows where each credit came from and when each purchase was made, and lets you refund one purchase on its own.
A fully used card folds away at the bottom of the list. Select Review on it to open the full card again. Cards with credits left always stay open.
Multi-pet package sharing
A package balance is held on the pet owner's account, so every eligible pet on that account can use the same credits.
Sell the package to the customer's account
Use an available credit when you book an eligible pet for a service the package covers
The history records which pet used each credit, while the credits come from one balance
For example, the Smith family has three dogs, Max, Bella and Charlie, and buys a 20-pack of daycare. All three dogs can use it, 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, its card shows Low Package Balance, then Last Credit, then No Credits Left. In the pet owner app the same badge opens Top up this pack if you sell the package online. In Mission Control, the cards under Packages running low and Packages used up have a Top Up Package button for your team.
Cancel a booking that used a credit
When a customer cancels inside your notice period, the credit goes back to their package on its own. When your team cancels after the notice period, the cancel form asks what happens to the credit.
Open the booking from Appointments, then Manage and Cancel.
Under What happens to the customer's package credits?, keep Retain package credits to give the credit back, or choose Forfeit package credits to leave it used.
Finish the cancellation.
Declining a booking that is waiting for your approval always returns its credit.
Retain package credits is the default. Mark as No Show always returns the credit.
Package indicators across Petboost
A purple Package badge on an invoice line and on the calendar means the booking uses a package credit
The Packages sub-tab badge counts the customer's active packages
4 of 5 remaining on a card shows the credits left at a glance
The Pre-paid badge shows how many credits the purchase came with
Related FAQs
Related articles
Getting Started with Packages: create and manage packages
Using Packages in Appointments: sell a package and spend its credits on bookings
Package FAQ: common questions answered
Need help? Contact support or select Get Help in your dashboard to chat with our team.
