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Using Packages in Appointments

This guide covers selling a package to a customer and spending its credits on bookings. A customer can also buy a package themselves on your booking page, when the package is set to self-service.

Sell a package to a customer

Your team can sell one pack or several in person or over the phone, from the customer's profile. Several packs go on one payment.

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

  2. Open the Wallet tab, then Packages, and select New. With no packages yet, the button reads Purchase Package.

  3. Under Select Package, tick each pack the customer is buying. Each one is listed under Selected packs.

  4. To sell more than one of the same pack, set Packs on its row.

  5. Choose the Payment Method: the card on file, shown by its brand, Card Reader, Secure Payment Link, Bank Transfer, Cash, Complimentary (no charge) or Other EFTPOS.

  6. Select the purchase button, such as Purchase on Card Reader or Purchase with Cash, then Confirm & Purchase in the confirmation. With more than one pack, the button names the number of packs and the total.

Credits paid at the counter are on the account straight away. A purchase by Secure Payment Link or Bank Transfer shows Awaiting Payment on the package card until it is paid, and its credits cannot be spent until then.

If the pet cannot book some of the services in a pack, a notice under the pack says how many of its services the pet can redeem, such as 2 out of 3, and lists the reason for each one it cannot, such as a weight or vaccination the service needs. Confirm only if the customer still wants to buy it.

Packs bought together are charged once: one card payment, one card reader tap, one payment link or one bank transfer request, and one receipt. Each pack still lands as its own pack on the Packages tab, marked Paid together. A payment link or bank transfer for several packs is cancelled or marked as paid for every pack in it at once. A refund is made one pack at a time. Purchase Package is also under Quick Actions in the sidebar, and the booking form shows a Package button beside the first pet when the customer has no credits left.

Split a package purchase across methods

Take part of the price now and the rest later, with any mix of methods. The credits are added to the account once the package is paid in full, not part by part. A split payment covers one pack at a time: with two or more packs selected, Split this payment is not offered.

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

  2. Open the Wallet tab, then Packages, and select New.

  3. Under Select Package, choose one package.

  4. Choose the Payment Method for this part. Bank Transfer and Complimentary (no charge) cannot be split.

  5. Select Split this payment, then enter the part being paid under Amount to pay now. Summary shows Paying now and Left to pay after this payment. To take the whole price in one payment instead, select Pay the full balance.

  6. Select the purchase button, then Take with the amount in the confirmation.

The package card reads Partially paid, with what has been paid and what is left. If a cash, bank transfer, Other EFTPOS or payment link first part is not taken, the purchase is not recorded. If a card or card reader first part is not taken, the card reads Awaiting Payment with the whole price owing. If the reader does not answer within 45 seconds, Petboost says Payment status unconfirmed rather than not taken: the part may still go through and the package updates by itself, so check before taking it again.

To take the next payment, select Take Payment on the package card, choose the method, and select the button at the foot, then Take in the confirmation. Without Split this payment, it takes the whole balance and adds the credits. Mark as Paid on the card records the rest as a bank transfer that has arrived and adds the credits, after you confirm the amount.

Take Payment lists each part with its method and date. If a cash, bank transfer or Other EFTPOS part was recorded by mistake, select Remove beside it, then Remove payment. Cancel Payment Request is not offered once a part is recorded. To undo a partially paid purchase, remove its cash, bank transfer and other EFTPOS parts and then cancel it, or select Refund on the card: card parts go back to the customer's card, and you return cash, bank transfer and other EFTPOS parts outside Petboost.

When the customer buys online

When a package is set to self-service, the customer can buy it from your booking page at any time and pay by card, and the credits appear on their account as soon as the payment goes through. They can tick several packs and pay for them in one card payment. They can buy a 10-pack at 2am and book their first appointment straight away.

Spend a credit while you book

When the customer has credits for the service, the booking form offers them beside the pet.

  1. Open Appointments, select New, then Appointment.

  2. Choose the pet and a service the package covers.

  3. Open the purple Package Credit Available badge beside Services for the pet.

  4. Select Redeem on the package.

  5. Finish the booking.

The badge's list shows Available Package Credits:, how many are left, the value of each credit (per use) and the remaining value of the rest. That count is the same as remaining on the purchase card, in this app and in the customer's. A visit spends the oldest purchase first. Once redeemed, the service reads Selected and the credit pays for it. Petboost only offers credits for a service the package covers, so a dog walking pack cannot pay for a groom.

A booking in a recurring series cannot use a credit when you create it. The badge is disabled for a series; redeem the credits once the series is set up.

Spend a credit on a booking already made

A booking made before the customer bought the package can still take a credit.

  1. Open the booking from Appointments.

  2. On the Appointment tab, find Package credits available and select Use Credit.

  3. In Use Package Credit?, check what will change, then select Use Package Credit.

To spend credits on several bookings at once, open the customer's Packages tab and select the Magic Apply button, which counts the credits it can place. It covers future bookings and past ones whose invoice is unpaid.

Petboost opens Magic Apply Credits by itself in two places, with a line at the top saying why:

  • After you sell a package on the Packages tab and its credits are added, when the customer already has bookings the credits can cover.

  • When you book a date the pet is already booked on for the same service, and that booking can use a credit. Apply the credit to the existing booking instead of booking again. Select Cancel to see the usual same-day options.

When the pet owner puts credits on their bookings

Pet owners can put a package's credits on bookings they already have, in the pet owner app.

  1. On Appointments, the pet owner selects the button on Package Credits Available, which counts the credits and bookings. Straight after buying a package online, they can select Apply to instead, which counts the bookings. When they pick dates in the booking form that they are already booked on, the same Package Credits Available button shows there.

  2. In Use credits on bookings, they tick the bookings the package should cover.

  3. They select Apply to, which counts the bookings ticked.

A visit in a repeat series is marked Becomes a one-off booking. Using a credit on it takes that visit out of the series, and the rest of the series stays as booked. When none of their upcoming bookings can use the credits, the dialog shows No bookings to cover.

When you take payment on a booking a credit could cover

If you go to take payment on a booking that a package credit could pay for, Petboost stops to ask. Package credit available offers Convert to package credit, marked Recommended, beside the payment you chose. Select Redeem pack credit to use the credit, or the button for your payment method, such as Charge card anyway, to take the payment instead.

Troubleshooting

The package does not appear while booking

Check that:

  • The service is one the package covers. The service must match exactly

  • That purchase card shows credits left. A future visit already holds its credit, shown as Scheduled

  • The purchase is paid, not Awaiting Payment

  • The booking is not part of a recurring series

The customer cannot see the package online

Check that:

  • Self-Service Purchase is on in the package's Settings

  • The package is not archived

  • The customer's account has at least as many pets as the package's Minimum pets, if it has one

A credit was not used on a booking

Check that:

  • The service is an exact match for the package

  • The credit was redeemed on the booking, not skipped when payment was taken

The customer wants a refund for an unused package

  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 Refund.

  4. In Refund Package, enter the Refund amount, choose Keep remaining or Remove remaining credits, and add a reason if you want one.

  5. Select Confirm Refund.

A card payment is refunded through Stripe to the original payment method. A cash or bank transfer purchase only updates the credits, and you return the money yourself.

A package that is only partly paid has no credits yet. Refund Package shows Paid so far (maximum refundable) in place of the credit breakdown, there is no choice of keeping or removing credits, and you can refund up to that amount.

Multi-pet package sharing

A package balance is held on the pet owner's account. For eligible pets on that account:

  1. Sell the package to the customer's account

  2. Book the eligible pet

  3. Redeem the credit for a service the package covers

  4. The package history shows which pet used each credit

For example, the Johnson family has Max and Luna. They buy a 10-pack of daycare. Both dogs can use it, and each credit is recorded against the dog that used it.

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