This guide covers how to sell packages to customers and apply package credits when booking appointments.
Selling Packages to Customers
Staff Purchase (In-Person or Phone)
Go to Customers & Pets
Open the customer's profile
Go to "Packages" tab
Click "Purchase Package" button
Select the package
Choose payment method:
💳 Card Reader - Use physical terminal
💾 Saved Card - Charge customer's card on file
💵 Cash - Accept cash payment
🏦 Bank Transfer - Manual payment method
Click "Purchase"
The credits are added immediately to the customer's account.
Self-Service Purchase (Online)
When self-service is enabled, customers can:
Log into their customer portal
Browse available packages
Add package to cart
Pay with saved card or enter new payment
Credits appear in their account instantly
This is ideal for 24/7 sales without staff involvement.
Booking with Package Credits
Go to Appointments and create a new appointment.
When creating an appointment for a customer who has package credits:
Select the service that matches their package
Petboost automatically detects available package credits
A purple "Package Credit Available" badge appears next to the service dropdown
Click the badge to see all available packages and balances
The package selection shows:
Package name and service details
Credits remaining (e.g., "19 of 25 remaining")
Cost per use (e.g., "$1 per use")
Remaining value of unused credits
Usage progress bar showing percentage used
When you proceed with the booking:
The appointment price shows as $0 (credit used instead of payment)
One credit is automatically deducted from their package balance
📌 Note: Petboost prevents using package credits for services that don't match the package (e.g., can't use a "Dog Walking Pack" for grooming).
Manual Override (Quick Force Mode)
Staff can override package usage if needed:
Force booking without using package credits
Use credits from a different package
Split payment between package and cash
Troubleshooting
Package doesn't appear during booking
Check:
Is the service type correct? (Package service must match appointment service)
Does the customer have credits remaining?
Is the package active and not expired?
Customer can't see package online
Check:
Is "Self-Service Purchase" enabled in package settings?
Has the customer's payment method been set up?
Is the package marked as active?
Credits not deducted from appointment
Check:
Was the appointment manually set to "pay later"?
Is the service type an exact match for the package?
Are there any payment overrides applied?
Customer wants a refund for unused package
Process:
Go to customer's profile
Find the package purchase transaction
Issue a partial refund for unused credits
Deduct the appropriate credits from their balance
Document the reason for the refund
Related Articles
Getting Started with Packages - Create and configure packages
Customer Package Balances - Track customer credits
Package FAQ - Common questions answered
Need help? Contact support or click the "Get Help" button in your dashboard to chat with our team.