Packages: sell one, spend the credits, fix a balance

Prepaid credits raise the same handful of questions. They will not go onto the booking that is already made, the two dog pass looks like it went on one dog, and a balance carried across from an old system says one when it should say nine.

Sell it at the counter, or send a link

1. Open Customers & Pets and select Manage on one of the household's pets.
2. Open the Wallet tab, then Packages, and select New.
3. Under Select Package, tick each pack the customer is buying. Each one gets a row under Selected packs.
4. To sell more than one of the same pack, set Packs on its row.
5. Choose the Payment Method.
6. Select the purchase button, such as Purchase on Card Reader, or Send by SMS for a link, then confirm.

Every pack ticked goes on one payment: one card charge, one link or one bank transfer request. Each pack still lands as its own pack on the Packages tab, marked Paid together, and a refund is made one pack at a time. Split payments and part-credit grants work one pack at a time, so with two or more packs ticked Split this payment and Credits to grant are not offered.

A pack can hold a service this pet cannot have, such as one its size or a booking rule keeps it out of. The purchase screen says so before you take the money, in a line such as "This pet can redeem 2 out of 3 services in this package", then names each service it cannot use with the reason under it. Sell it only if the customer still wants it on those terms.

Payment Method is the fork. Card Reader, Cash and Other EFTPOS finish at the counter and the credits are on the account before the customer leaves, while Complimentary (no charge) grants them without taking any money at all. Secure Payment Link opens a second question, Deliver Link By, and only SMS asks Petboost to text it. Email and Copy Link build the same link for you to send yourself, with no SMS credit spent.

Spend a credit while you book, or afterwards

1. To spend a credit on a new booking, open Appointments, select New, then Appointment.
2. Choose the pet and its service, open the purple Package Credit Available badge beside Services for, and select Redeem.
3. To spend credits on bookings already made, open the household's Packages tab and select the Magic Apply button, which counts the credits it can place.
4. Tick the bookings you want, then select Magic Apply under the list.

The purple Package Credit Available badge sits beside Services for each pet, and both dogs read the same figure, because a pack is held on the owner's account rather than on a dog. The list under the badge says it is the same credits as on the package card, and a visit uses the oldest purchase first. The customer's own app shows the same cards and the same line when they book. Magic Apply Credits, on the Packages tab, is the one for bookings that already exist: it walks them in date order and puts a credit on each one the pack covers, a visit that has already happened included, so long as its invoice is unpaid. Anything already paid or cancelled is out of reach, which is the usual reason a credit will not go on.

A credit is taken when the booking is saved, including a visit that has not happened yet. On the card that credit reads Scheduled, not Available, so it is not offered twice. A reduction from Adjust Balance, or from a refund that removes credits, comes off the purchases that already existed. It does not stay on a pack bought afterwards. A purchase that still reads Awaiting Payment has nothing to spend.

Dog daycare: the pass is the product rather than a discount scheme. Ten days sit on the account and are spent as the dog comes in, which is also what takes deposits off the casual days. Daycare and grooming: a pack bought for daycare days will not pay for a groom unless the groom is one of the services inside the pack, so check that before you sell it as a bundle.

Move a credit onto the visit in front of you

Credits can be booked ahead, so the dog standing at the counter is sometimes the one being charged while a visit in three weeks is prepaid. When a later booking holds a credit this visit could use, the appointment says so.

1. Open the visit from Appointments.
2. On Package Credit on a Later Booking, check the booking it names after From.
3. Select Move Credit Here.

The credit comes off the later booking and goes on this one, so the later booking no longer carries one. A visit inside a recurring series becomes a standalone booking when a credit moves onto it, and the alert says that before you confirm. A staff booking made with a credit available takes it as it is saved, without a separate step.

Checkout offers the credit first

An unused credit is offered before the card is charged. Quick Charge opens the pricing dialog with Use Credit when a credit covers a line, instead of charging, and Mark as Complete shows the same offer. Choose Use Credit, or carry on and take the payment.

A line on a credit cannot carry a price, so its price and discount are locked. To charge the line instead:

1. Open the booking's invoice from Appointments.
2. On the line, select Remove credit. The line goes back to the catalogue price.
3. Save the invoice. The credit returns to the pack when the booking saves.

Fix a balance, and read the history back

1. Open Customers & Pets and select Manage on one of the household's pets.
2. Open the Wallet tab, then Packages.
3. On the pack's card, select View Transaction History (History on a wide screen) and count the redemptions.
4. Select Adjust Balance, set Remaining credits and fill in Reason (required).
5. Tick the confirmation, then select Update Balance.

A balance that came across from an old system can be wrong, and the stamps will not give it away, because the card draws them from the numbers rather than from the visits. View Transaction History is where it shows: a pack with nine visits behind it has nine redemptions in the log, and this one has none. Adjust Balance then sets what is left rather than adding or subtracting, which is why the panel puts the current figure beside the new one and shows the difference in brackets, and neither a charge nor a refund follows. Reason is required, and it goes into the history with the change, so the next person can see why the number moved.

Per service, a shared pool, or pools

How a package splits its credits is set under Credit Allocation on the package, and it decides which bookings a credit can pay for.

1. Open Packages and select Manage on the package.
2. On Basic Info, under Credit Allocation, choose Shared pool, Per service or Pools.
3. For Pools, rename Pool 1, set its credits, and select Add pool for each other group. Tick the services into each pool.
4. Select Publish Changes.

Shared pool lets any credit pay for any service in the package. Per service caps each service at its own number. Pools sits between them: 10 daycare or boarding credits and 5 grooming credits, where a groom never spends a daycare day. Each service sits in one pool only, and every service in the package has to be in one.

A change to the split only applies to packs bought after you publish it. A customer who already holds the pack keeps their pools and credits, and Adjust Balance on their card sets the credits left in each pool.

Set an expiry, or do not

Credits never expire unless you say so. To add a window, open the package on Packages with Manage, choose Settings and switch on Credit expiry, then pick the rule and the number of weeks.

Must be booked before the expiry date only asks that the credit goes on a booking in time, and the visit itself can fall later. If that visit is cancelled after the date, the credit is lost. Appointment must happen before the expiry date is the stricter one. The visit has to be on or before the date, so a booking after it is not offered the pack and a move past the date is refused.

Only packs bought after you switch it on carry a date, each counted from the day it was bought. A pack already sold, or a balance carried across from an old system, gets its date from Set Expiry on its card in the household's Packages tab, with a reason. Lapsed credits come off overnight and View Transaction History shows them as expired.