A plan is the product you sell, and a member is a customer on a plan. Memberships run on Stripe subscriptions, so each payment is taken on its own and nobody invoices a membership by hand. When you book a member, the plan's benefits apply on their own and Petboost counts what they use. Memberships in the sidebar opens Members, and your plans are under Plans.

Petboost has both memberships and packages, and they suit different customers.

Tip: Many businesses offer both: packages for customers who want a small saving for prepaying, and memberships for the regulars who come in on a schedule.

A plan has a name, a description, a price and a billing cycle, and one or more benefits that set what a member gets each period. You can create as many plans as you need, such as a "Groom Club" for monthly grooming customers and a "Daycare Pass" for daycare regulars.

A benefit is what a member gets when they book. Each one sets:

A plan can carry several benefits. For example, a "Premium Groom Club" might include 1 full groom and 2 nail trims, with 15% off add-on services. A benefit that covers an overnight stay service is always an unlimited percentage discount. See Creating Membership Plans.

A usage period is the stretch of time over which a benefit's allowance is counted before it refreshes. A benefit's Allowance length can match the billing cycle, be shorter or be longer, for example weekly walks on a monthly plan, or a wash every 4 weeks on a weekly plan:

Unused allowances do not roll over: the counter starts fresh each period. When included uses refresh depends on the plan's When do they pay and refresh?. On On their start date and Fixed day of week, pay day and refresh day are the same weekday. Someone joining a Fixed day of week plan mid-week still bills on that weekday after the first payment, and with Smaller first payment on, that first payment covers only the days until then. Fixed benefit week, billed from their start date instead counts every member's included uses over one shared week, while each member pays from their own start date. See Choosing between the pay and refresh models.

When a member books more than their included allowance in a period, the benefit decides the price:

A membership links one pet owner to one plan. When they join, Stripe creates the subscription that bills them. The membership keeps:

Your plans are on Plans, grouped by where they show.

Public plans are on your booking page for pet owners to join, Hidden plans are only for your team to enrol people on, and drafts get a group of their own. Each card shows the plan's status, its price per billing cycle, how many members it has and its first two benefits. The badge on Plans counts the public plans, and the one on Members the active members. On a card that holds several billing cycles, the button names the cycle shown, such as Manage Weekly.

The settings menu beside Create plan opens Tools, with Reorder for the order on your booking page, Export CSV, Print plan list and Manage categories. Archived plans show only with Include archived plans switched on under Filters.

Switch on self-service when you want pet owners to find the plan on your booking page and join it from the pet owner app.

The change saves straight away, and the badge reads Self-service enabled. Switched off, it reads Staff only and the plan becomes Hidden: pet owners cannot see it, and only your team can enrol members on it. A draft plan has no switch: publish it first with Publish plan in the plan's actions menu. Petboost opens Terms instead until the terms have been acknowledged.

Enrol a customer yourself when they sign up in person or over the phone.

Memberships bill a card on file, so a customer with none gets Text them to add a card instead. When they join, Stripe creates the subscription, and the crown badge appears on the customer's profile. See Managing Members.

A membership's status decides whether its benefits can be used.

A membership brought across from another system reads Grace period. Benefits are on for the period they already paid elsewhere, and nothing is charged until the Covered until date. See Member statuses.

You decide how to structure your plans. Common shapes:

Use household tiers when each dog needs its own inclusions. An owner holds one active membership per business, so the tier is how a household with several dogs buys more. Set Minimum pets so only households with that many pets can join, and keep the count in the plan name so your team reads it at a glance.

Each plan has one billing cycle:

Tip: Match the billing cycle to how often customers visit: weekly or fortnightly for daycare and walking, monthly for grooming on a 4 to 6 week cycle.

Memberships suit businesses with:

Common uses include a Groom Club for grooming regulars, weekly or unlimited daycare passes, a member discount on boarding stays, and plans that combine grooming, daycare and training.

A customer with a membership shows a gold crown that reads Member. It appears on their profile and in the customer list, on appointment cards and in appointment lists, in Mission Control, in search results, and in the booking form beside the services.

The crown means they have a membership. It does not mean this visit is included. The booking form shows Member benefit available when a benefit applies, with Included or the discount beside each benefit, and a booking made before they joined takes the benefit once you use Apply member pricing. See Usage Tracking and Benefits.

No. An owner holds one active membership per business at a time. For a household with several dogs, create a plan tier sized for the household, such as a two-dog plan with double the inclusions, rather than a second membership.

The additional pet surcharge, Each extra pet adds, is billing only. It raises the price when a member covers more than one pet, and it does not give each pet its own inclusions. All pets on the membership share the same allowance. If each dog should get its own walks, create a household tier: a two-dog plan with the included quantities doubled, priced at about the base plus what you would charge for the second dog.

Petboost builds the two-dog copy of a plan for you.

The copy is named with "(2 Pets)", has Minimum pets set to 2 and the included quantities doubled, and its price starts at the base plus the surcharge, or double the base when the plan has no surcharge. Only households with two or more pets can join it: owners with one pet see the plan with a 2+ pets badge and cannot buy it.

To build the whole ladder in one pass, select Create plan, choose A group of plans, and set What do the plans vary by? to Number of pets. Every plan you add after the one-dog plan is priced, sized and restricted for its number of pets. See Pricing for multi-pet households.

No. An owner holds one active membership per business at a time. A household that needs more inclusions moves to a bigger tier, such as a two-dog plan with double the inclusions: cancel the current membership, then enrol them on the bigger plan with Enrol New Member. If the bigger plan has Minimum pets set, the account needs at least that many active pets before you can enrol them.

An extra is a small priced bundle you publish once, such as "Saturday Group Walk, 1 a week", that a member adds to the one membership they hold. It is not a second membership. It is a second line on the same subscription, so the owner still holds one active membership with you.

Build an extra in the plan builder, as in Create an extra. Add one to a member as in Add or remove an extra.

An extra is not the same as an extra booking over the limit, which is a visit booked after the included uses for the period have run out.

It depends on how the plan covers pets. With One price for all their pets, the puppy is covered on its own, as is any pet added later. With Extra pets cost more, the covered pets are fixed for the life of the membership: cancel that membership, then Reactivate it and tick the right pets, or enrol them on a household tier with Enrol New Member. If the plan's Length has a minimum or fixed term, an early cancellation fee may apply. See Change the pets on a membership.

With One price for all their pets, yes: every pet on the account can use the plan's benefits, including pets added later. With Extra pets cost more, only the pets chosen at enrolment are covered. Either way, the included quantities belong to the membership and are shared, not counted per pet.

Usage counters are per membership, not per pet. A plan with 2 included daycare days a week covering two dogs has 2 days in total, so booking both dogs on the same day uses both. If each dog should have its own days, cancel that membership and enrol them on a two-dog tier with the days doubled.

No. When a usage period refreshes, any unused allowance is lost, and the counter starts fresh.

Yes, when self-service purchase is on for the plan: Allow self-service purchase in the plan builder, or Self-Service Purchase on a saved plan's Details. Pet owners then find the plan on your booking page and join it from the pet owner app. With it off, the plan is Hidden and only your team can enrol members. Your team can always enrol a customer with Enrol New Member.

Cancel their current membership, then Reactivate it if they stay on the same plan, or enrol them on the new plan with Enrol New Member. There is no Change Plan button and no proration on a plan change. The new membership starts a new agreement at the plan's price at enrolment. If a refund for unused days on the old membership is fair, issue it through Stripe for that membership's payment.

No. Each membership is an agreement: existing members keep the amount they joined on, and people who join after you publish the change pay the new price. To put an existing member on the new price, cancel that membership, then Reactivate it. See Move a member onto a different price or plan.

No. Create as many plans as you need for your customers and service lines.