Common questions about creating, managing, and using packages.
General Questions
Can customers combine multiple packages?
Yes! Customers can purchase multiple packages and their credits are tracked separately. When booking, they can choose which package to use if they have credits available from multiple packages for the same service.
How many services can a package include?
Each package applies to a single service type. For example, a "Dog Walking 5-Pack" can only be used for dog walking appointments.
Pricing & Discounts
What's a good discount percentage for packages?
Most businesses offer 15-30% off for packages. The discount typically increases with larger pack sizes:
5-pack: 10-15% discount
10-pack: 20-25% discount
20-pack: 25-30% discount
Tip: Make sure the discount is meaningful enough to motivate customers to prepay, but sustainable for your business margins.
How does the value analysis help me price packages?
The value analysis automatically calculates:
Total regular price - What customers would pay booking services individually
Package price per use - Effective cost per session in the package
Total savings - Dollar amount and percentage discount
Per use savings - Discount amount per visit
Use this to test different pricing scenarios and find the sweet spot that incentivizes purchases while maintaining profitability.
Customer Usage
How do customers know they have package credits?
Customers can see their package balances in:
Customer Portal - Dashboard shows all active packages and remaining credits with visual stamp system
Booking Flow - When booking, they'll see an option to use package credits if they have credits available
Email Receipts - Each package purchase email shows the credits added
The visual stamp system shows:
Purple circle stamps 🟣 - Available credits ready to use
Green checkmark stamps ✅ - Credits that have been used
Can customers use package credits for any appointment?
Customers can only use credits for appointments that match the package's service type. For example, credits from a "Dog Walking 5-Pack" can only be used for dog walking appointments.
Note: Credits cannot be used for different service types.
What happens if a customer cancels an appointment they paid for with a package credit?
When a customer cancels an appointment booked with a package credit, the credit is automatically returned to their package balance and can be used for future bookings.
This happens by default to protect customer credits.
Self-Service & Staff-Only
When should I enable self-service purchase?
Enable self-service for:
Standard packages you want all customers to access
Packages that generate recurring revenue
Services you actively promote
Packages with straightforward pricing
Keep staff-only for:
Introductory or promotional offers
VIP/premium packages for select customers
Packages requiring consultation before purchase
Seasonal or limited-time offers you want to control
Can I switch a package from staff-only to self-service later?
Yes! You can toggle the self-service setting on any package at any time. Changes take effect immediately:
Enabling self-service makes the package visible in the customer portal
Disabling self-service removes it from public view (but existing credits remain valid)
Staff Operations
How do staff purchase packages for customers?
Staff can purchase packages through the customer's profile:
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, Saved Card, Cash, or Bank Transfer)
Click "Purchase"
Credits are added immediately to the customer's account.
How do I track which customers have purchased packages?
Go to Customers & Pets and open individual customer profiles. Click the "Packages" tab to see:
All active packages with remaining credits
Visual stamp system showing used and available credits
Purchase dates and package details
Complete usage history
Do packages work with online booking?
Yes! If self-service is enabled, customers can:
Purchase packages through the customer portal
View their package balances in their account
Use package credits when booking appointments online
Everything is automated - no manual intervention required.
How are package credits applied during booking?
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 appointment price shows as $0 when using a credit
One credit is automatically deducted from their package balance
Petboost prevents using package credits for services that don't match the package type.
Related Articles
Getting Started with Packages - Create and configure packages
Customer Package Balances - Track customer credits
Using Packages in Appointments - Apply credits when booking
Need help? Contact support or click the "Get Help" button in your dashboard to chat with our team.