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Customer Package Balances

Updated today

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.

πŸ’‘ Did you know? Pre-paid packages make up 45% of dog daycare revenue on average. 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. Click the "Packages" tab (shows a badge with the number of active packages)

The Packages Tab

Coffee-Card Style Package Tracking

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 βœ… - 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. πŸ“… 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. πŸ“‹ 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. βž• 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.


Multi-Pet Package Sharing

One of Petboost's standout features is the ability to share package credits between pets in the same family.

How it works:

  • When a customer purchases a package for one pet, credits can optionally be shared with other eligible pets in their household

  • Each pet's usage is tracked separately, but credits are drawn from a shared pool

  • Perfect for families with multiple dogs using daycare or grooming services

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.


Auto Top-Up (Optional)

For customers who use packages regularly, you can enable auto top-up:

  • When credits fall below a threshold (e.g., 2 remaining), automatically purchase a new package

  • Uses customer's saved card on file

  • Customer receives notification of auto-purchase

  • Ensures they never run out of credits

This is especially valuable for:

  • Regular daycare customers who visit weekly

  • Grooming customers on 6-week cycles

  • Dog walking clients with recurring schedules


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):

  • Credit can be forfeited (based on your cancellation policy)

  • Or restored at staff discretion

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.

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