Common questions about creating, managing, and using packages.
Key Stat: Pre-paid packages can make up over 60% of dog daycare revenue. Understanding how packages work is essential for maximising this revenue stream.
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?
A package can include one service or several. On Basic Info, choose how the credits are split: Shared pool puts every service on one pool of credits, and Per service gives each service its own capped credits. A "Dog Walking 5-Pack" with one service can only be used for dog walking appointments.
Can a package cover multiple service types?
Yes. Add each service to the package, then choose the credit split on Basic Info. To stop a customer spending a grooming credit on a daycare booking, choose Per service and set a credit count for each service. With Shared pool, any credit covers any service in the package.
Bundled offers: To sell a "complete care bundle", add daycare and grooming to one package and choose Per service, for example 10 daycare credits and 5 grooming credits.
Do package credits expire?
Package credits do not expire. Once purchased, credits remain available on the customer's account until they are used. Most customers use them quickly because they have already paid for them.
Planning ahead: If your business needs time-limited packages (e.g., "use within 12 months"), you can manage this manually by:
Noting the purchase date on the customer's profile
Reaching out to customers as their informal expiry approaches
Using the Adjust Balance feature to remove lapsed credits if needed
Can I edit a package after it has been purchased?
Yes, but with an important distinction:
Editing the package definition (name, price, number of credits, self-service toggle) is possible at any time via Packages > Manage
Changes only affect future purchases. Existing customer balances, pricing, and credit counts are not altered
For example, if you raise the price of your "10-Pack Daycare" from $250 to $280, customers who already purchased at $250 keep their original credits and pricing. Only new purchases use the updated price.
If you need to adjust an individual customer's existing balance, see How do I correct a package credit balance if it's wrong?
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.
How do I set up a package with a discount?
The discount is built into the package pricing itself. Here is how to configure it:
Go to Packages and click "New Package"
Select the service (e.g., Full Groom - $80 per session)
Set Redemptions Included to the number of credits (e.g., 10)
Set the Package Price lower than the total regular price (e.g., $640 instead of $800)
The Value Analysis panel instantly shows the discount breakdown:
Regular price: $800 (10 x $80)
Package price per use: $64
Total savings: $160 (20% discount)
Per use savings: $16
Tip: Start with a 15-20% discount for your first package. You can always adjust the price later, and changes only affect future purchases.
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 on a service the package includes. For example, credits from a "Dog Walking 5-Pack" can only be used for dog walking appointments.
Note: Credits cannot be used for a service the package does not include. On a Per service package, each service draws only on its own credits.
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:
Within notice period:
Credit is automatically restored to their package balance
No action required from staff
Outside notice period (late cancellation):
When staff cancel, Retain package credits is selected by default and returns the credit
Staff can choose Forfeit package credits to leave it used
This transparent handling ensures customers understand the rules, and you maintain policy consistency.
Can family members share package credits?
Package balances are held on the pet owner's account. An eligible pet linked to that account can use the available credits for the matching package service.
How it works:
Purchase a package for the customer's account
Create an appointment for an eligible pet under the same account
Choose the matching package credit when it is available
The balance is shared at account level while usage remains linked to the appointment
Example: The Smith family has Max, Bella, and Charlie. They purchase a 20-pack daycare bundle. All three dogs can use credits from this pack, and the stamp card shows which pet used each one.
Important notes:
The pets must belong to the same pet owner account
The package service must be available for the pet being booked
Usage history clearly attributes each credit to the specific pet that used it
The family sees a single credit balance but with per-pet tracking underneath
Booking & Appointments
How do I apply package credits at the time of booking?
When creating an appointment for a customer with available package credits:
Go to Appointments and create a new appointment
Select the customer and pet
Choose the service that matches their package
Petboost automatically detects available credits and shows a purple "Package Credit Available" badge next to the service dropdown
Click the badge to view all available packages with their balances
Select the package to use - the appointment price changes to $0 (credit applied)
Complete the booking as normal
The credit is deducted automatically. No manual price adjustments needed.
If the badge does not appear, check that:
The service type matches the package exactly
The customer has remaining credits
The package is still active
How do I add a package to an existing appointment?
If an appointment has already been created and you want to apply a package credit after the fact:
Go to Appointments
Find and open the existing appointment
Click "Edit" on the appointment
In the service section, look for the purple "Package Credit Available" badge
Click the badge and select the package to apply
The appointment price updates to $0 and a credit is deducted
If no badge appears, the appointment's service type may not match any of the customer's active packages. Double-check that the service is an exact match.
Alternative approach: If editing the appointment does not show the package option, you can cancel the existing appointment (which does not use a credit) and rebook it fresh, selecting the package credit during the new booking flow.
What happens to package credits if a customer cancels an appointment?
This depends on your cancellation policy settings:
Cancellation within notice period:
The package credit is automatically restored to the customer's balance
No staff action required
The stamp card updates to show the credit as available again
Late cancellation (outside notice period):
When staff cancel, the form asks What happens to the customer's package credits? Retain package credits is selected by default and returns the credit. Choose Forfeit package credits to leave it used
The choice is logged in the package transaction history. A forfeited credit shows a Forfeited badge
Customers cannot cancel a package booking online after the notice period. The pet owner app asks them to contact you. A customer who cancels by replying Y to the late cancellation fee text loses the credit
No-show:
Mark as No Show returns the credit to the customer's balance
To take the credit, lower the balance with Adjust Balance on the customer's package card
To set your cancellation notice period, go to Settings > Policies & Paperwork and set Change & Cancellation Notice Period.
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)
Package Archiving
How do I archive a package I no longer want to sell?
Archiving hides a package from new purchases while preserving any existing customer credits.
To archive a package:
Go to Packages
Click "Manage" on the package you want to archive
In the package detail view, scroll to the bottom of the sidebar
Click "Archive Package"
Confirm the action in the dialog
What happens when you archive:
The package is hidden from the main packages list (unless you toggle "Show archived")
Pet owners can no longer purchase the package (self-service or staff-assisted)
Customers with existing credits can still redeem them at appointments
The package displays an "Archived" badge wherever it appears
How do I restore (unarchive) a package?
If you need to start selling an archived package again:
Go to Packages
Click "Show X archived" at the top of the list to reveal archived packages
Click "Manage" on the archived package
In the package detail view sidebar, click the "Restore Package" button
The package is immediately available for new purchases again
Can I permanently delete a package instead of archiving?
Yes, but only after archiving first. When viewing an archived package:
Click "Delete Package" (shown at the bottom of the sidebar instead of "Archive Package")
The deletion dialog shows any linked data (existing customer balances, transaction history)
If the package has active customer balances, archiving is recommended instead of deletion
Important: Permanent deletion cannot be undone. If any customers still have credits on the package, archive it instead so they can use their remaining credits.
Where do I find my archived packages?
Archived packages are hidden from the main list by default. To view them:
Go to Packages
Look for the "Show X archived" link below the filter controls (only appears if you have archived packages)
Click it to toggle archived packages on or off
Archived packages display a grey "Archived" badge next to their name in the list.
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
Can I see which customers have active packages?
Yes. You can check package status through individual customer profiles:
Go to Customers & Pets
Open any customer's profile
Click the "Packages" tab - the tab badge shows the number of active packages (e.g., "Packages 3")
Active packages with remaining credits are displayed expanded at the top, while fully used packages are collapsed at the bottom
Quick indicators to look for:
Tab badge number - Tells you at a glance how many active packages the customer has
"X of Y remaining" - Shows exact credit count per package
Purple circle stamps - Visual indicator of available credits
Green checkmark stamps - Credits already redeemed
Tip: When a customer calls to book, open their profile first and check Packages on the Wallet tab. This lets you proactively mention their available credits and provide a better experience.
How do I track package usage and remaining credits?
Petboost provides several ways to monitor package usage:
Per-customer view:
Go to Customers & Pets > customer profile > "Packages" tab
Each package card shows the stamp tracker with used (green) and available (purple) credits
Click "History" on any package card to see a detailed transaction log of every purchase, redemption, and cancellation credit return
Per-package view:
The stamp card on each purchase shows the exact count (e.g., "7 of 10 remaining")
Toggle "Show dates" to see when each credit was used
Click any green checkmark stamp to jump directly to the corresponding appointment
Identifying low-balance customers:
Check the "remaining" count on each package card
Use a low balance as a prompt to suggest a repurchase. Mission Control lists booked pets with low or empty packages under Low Package Balance and Packages Depleted
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. Customers can buy a 10-pack at 2am and book their first appointment immediately.
Can package credits be shared between pets in the same family?
Yes. Package balances are held on the pet owner account, so eligible pets under that account can use credits for the matching package service.
How it works:
Purchase the package for the customer account
Book an eligible pet under that same account
Select the available package credit for the matching service
Each pet's usage is tracked separately on the stamp card
Example: A family with Max and Bella buys a 20-pack daycare bundle. Both dogs can use credits, and the transaction history shows which pet used each one.
Why can't my one-dog customer see the 2-dog pack?
The package has Minimum pets set to 2 (Settings tab). Accounts with fewer active pets do not see it in the customer portal, and staff cannot sell it from the profile until a second pet is added. Turn Minimum pets off to open the package to every household. Existing balances are never affected by the setting.
How many credits should a 2-dog pack have?
Each pet's visit uses one credit. A 10-visit pack for two dogs needs 20 credits, or it lasts five visits. The package form warns when the credit count does not divide by the number of pets. Make the 2-dog version on a saved package builds the two-dog copy with the credits and price doubled, ready to discount.
Can I sell a cheaper walk pack for the second dog only?
Not as a pack that applies only to the second dog. Package balances belong to the customer account, so any eligible pet on the account can redeem a credit, and a cheap "additional dog" pack can be used for the first dog too. Set Minimum pets to 2 so only two-dog households can buy it, and price it as a two-dog walk pack at the blended rate.
Is there an auto top-up feature?
No. Petboost does not buy packages automatically. Each package purchase is a single payment.
When a package has two credits or fewer, the pet owner app shows a Low Balance, Last Credit or No Credits Left badge. If you sell packages online, the customer can select Top up this pack to buy it again. In Mission Control, Low Package Balance and Packages Depleted cards have a Top Up Package button for staff.
For credits that renew and bill automatically, use a membership. See Memberships Overview.
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 a service the package does not include.
How do I correct a package credit balance if it's wrong?
You can fix most balance issues directly in the app:
Accidental charge or double purchase: Use the Refund Package button (see How do I handle a customer wanting a refund?) to refund the payment and optionally remove the credits in one step.
Accidental usage: Cancel the appointment (credit is restored if within notice period).
Manual balance correction: Use the Adjust Balance button to add or remove credits directly (see How do I manually adjust a customer's package credit balance? below).
Promotional credits: Use Adjust Balance to add complimentary credits as a goodwill gesture without creating a new purchase.
How do I manually adjust a customer's package credit balance?
Staff can set the remaining credits on any customer's purchased package card without creating a payment or refund. Use this to correct errors, add goodwill credits, remove expired credits, or change whether that card is a shared pool or per service.
Publishing a change to the package you sell does not rewrite cards customers already hold. Use Adjust Balance on that customer's card when you need their existing balance to match.
To adjust a package balance:
Go to Customers & Pets
Open the customer's profile > Wallet & Packages > Packages
Find the package card you want to adjust
Click Adjust Balance
Choose Shared pool or Per service
Set the remaining credits. For a shared pool, set the one remaining total. For per service, set remaining credits on each service. Used credits stay on their service and cannot be removed from the card
Enter a reason (required). The reason is recorded in the transaction history when remaining credits change, and is visible to your team
Tick I understand this changes this customer's existing package. If they bought this package more than once, the label says remaining credits update across every purchase
Click Update Balance
Important details:
No payment is charged when remaining credits go up.
No refund is issued when remaining credits go down. If the customer deserves a monetary refund, use Refund Package instead.
The customer sees the change in their account.
Credits are tracked for the whole package. If the same package was bought more than once, Adjust Balance updates the combined remaining. The dialog labels this Current remaining (all purchases). It does not change one purchase card in isolation.
A service that already has used credits cannot be dropped from a per-service card.
Common use cases:
Goodwill credit: Increase remaining credits after a service issue
Match a catalogue change: After you change Shared pool vs Per service on the package you sell, update this customer's existing card if it should match
Expired unused credits: Set remaining credits to 0
Duplicate entry correction: Reduce remaining credits that were added in error
Credit Management & Adjustments
My customer has old package credits from when we first started - how do I zero them?
If a customer has legacy credits that are no longer valid (e.g., from a trial period, an old promotion, or credits that were added in error during initial setup), you can remove them directly using the balance adjustment feature.
Steps to zero out old credits:
Go to the customer's profile > Wallet & Packages > Packages
Find the package card with the legacy credits and note the current balance
Click Adjust Balance on the package card
Set remaining credits to 0
Enter a reason such as "Legacy credits from initial setup - no longer valid"
Tick the confirmation box
Click Update Balance
Tip: Before zeroing credits, communicate with the customer first. If they purchased the package legitimately, consider honouring the remaining credits or offering a partial refund to maintain goodwill.
How do I handle a customer wanting a refund on unused package credits?
Petboost has a built-in Refund Package feature that handles the Stripe refund and credit adjustment in one step. No need to go to Stripe Dashboard or contact support.
To refund a package purchase:
Go to Customers & Pets
Open the customer's profile > "Packages" tab
Find the package card for the purchase you want to refund. If the customer has bought the same package multiple times, each purchase shows as a separate card.
Click the "Refund Package" button (red text at the bottom of the card)
In the refund dialog:
Review the breakdown showing purchase amount, consumed credits, remaining credits, and the maximum refundable amount
Enter the refund amount (defaults to the maximum refundable)
Choose whether to keep or remove the remaining credits
Optionally add a reason (e.g. "Accidental double purchase", "Customer request")
Click "Confirm Refund"
What happens automatically:
If the customer paid by card (card on file, card reader, or payment link), the refund is issued directly to their original payment method via Stripe. Application fees are reversed automatically.
If the customer paid by cash or bank transfer, no Stripe refund is issued. The ledger is updated so the credit balance is correct, and you arrange the cash/bank refund separately.
The package balance is updated immediately. No need to contact support.
Common scenarios:
Accidental double purchase: Refund the second purchase in full and remove the extra credits.
Partial refund for unused credits: Enter a custom amount (e.g. refund only the unused portion) and remove the remaining credits.
Full refund, keep credits as goodwill: Refund the full amount but choose "Keep remaining credits" as a customer retention gesture.
Important considerations:
Check your terms and conditions for your refund policy on packages
If the customer paid by cash or bank transfer, arrange the refund through the same channel after processing the ledger update in Petboost
Having a clear package refund policy in your terms and conditions prevents disputes
Related FAQs from Other Sections
These FAQs from other user guides may also be helpful:
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.
