Facility: Packages

Packages are a set of services that you often sell at a bulk rate that may be discounted. For example, you might create a “Full Day Daycare Package: Monthly” package that offers 28 days of daycare services at a discounted rate. The customer would pay you upfront and, in return, receive the discount.

You can manually add a Package for a client, or the client can add the package to their account from their Client Portal. Clients can then redeem scheduled services against this package (or you can add scheduled services from the Client Hub), and Time To Pet will automatically track the percentage of the Package used.

Accessing Packages Configuration

  1. Login to your dashboard.
  2. Using the sidebar navigation, click "Services & Spaces," then select “Packages”.


Creating A Package

  1. Click the button labeled “+ New Package.”
  2. A new screen will be displayed for the Package form that you can use to create your package. 


Modify the fields (descriptions of the fields immediately below) and click the button labeled “Save Package” to finish creating your package.

Package Form Fields

Package Name: The name of this package. This will be visible to your clients when they are redeeming services for this package.
Description: A short description of the package.
Private Note: A private note is not visible to the client.
Cost: The total price for this package.
Taxable: Whether or not this Add-On Service is taxable.
Services: The services (and how many of each) are part of this package. A package must have at least one service.
Note: When adding Services to the Package before setting your cost, Time To Pet will calculate the full price under the Cost text box. This price is calculated on the Service's rate and how many times that service can be redeemed.

Adding Services To A Package

The heart of a package is the services that are a part of it and how many each can be redeemed. A package must have at least one service, but other than that, there are no limits.


  1. Choose the Service you wish to add to the Package from the "Services" drop-down options.
  2. Enter how many of that service can be redeemed for the Package.
  3. Click the button labeled “Add To Package.” The new service will now appear for the package. 

To remove a service from the package, simply click the button “Remove Service” next to the service you want to remove. To update the count for any service, simply edit the number in the text box for that service.
Note: Any modifications you make to the services for a package (including adding a new service) will not take effect until you click the button labeled “Save Changes.”

Adding A Package For A Client


  1. Open the selected client's Client Hub.
  2. Click on the “Packages” tab in their Client Hub.
  3. Click the "Add Package To Client" button.
  4. A popup window will appear. In the pop-up window, select the Package you wish to add from the drop-down options:


Once you have selected the Package, click the button "Add Package To Client". This action will add the Package to the client's account and generate an invoice for the Package.


You can now view the Package in the Client Hub's Package tab.

Note: If you want to view the used and remaining amount on a Package, you can learn to do so if our help article here: Facility: Viewing Used and Remaining Package Amount


Redeeming Services Against A Client’s Package

Services can be redeemed against a client's Package in Facility in a few ways: When the client requests services using their Package, when services are manually scheduled for the client, or when in the Un-Invoiced Events of a client's Client Hub.

When scheduling services for a client you wish to redeem against a Package, after creating the event, staying in the pop-up window, click the "Invoiced" tab, then click the "Move To An Invoice" button:


Once clicked, you can select the client's Open Package from the drop-down options to redeem this event. Once selected, click the "Move Event" button to confirm the action:


In the Client Hub, in the Un-Invoiced Events Tab, click the "Invoice Events" button to choose the events you wish to redeem against a Package:


In the pop-up window, select the events by the All/None box, which will select all, or click the box on each individual event. Click "Invoice" to the bottom right to move these events to an invoice:


Staying in the pop-up from the drop-down options, select an open Package to redeem the applicable events against. Then click "Add To Invoice" to confirm this action:


Events Redeemed Against Package When Client Requests Service

When clients request services using their Package, the software will automatically redeem the applicable events against their Package. You can see this in the "Service" section of the pending request:


You can click the Package's name, as seen in the below example, "Full Day DC: Monthly Packages":


By clicking open the Package within the pending Service Request, you can see the Package's current usage. Clicking the "Show Full Details" will expand a view of the Package's history:


Reviewing the Package's full details history will show the date and time, service, pet/s assigned, as well as the event status for the events claimed against this client's Package:


FAQs

Q: Can clients view how much is left on a Package?

Yes! Clients can view the amount remaining on a Package when requesting services they wish to redeem against a Package. Here is our help article with more information on this: Requesting Services in Facility


Q: How do I remove a Package from a client's account?

Partially or unredeemed Packages can be removed from a client's account. Here is more information on this can be done: Best Practices for Removing A Package in Facility

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