Check Out with a Package Credit (How-To)

Article Details

Summary

This article shows you how to check out a reservation with a package credit. You can also buy a package and use its credits right away.

Before You Begin

You'll need:

  • A customer with a package on their account.

Steps

  1. On the Dashboard, select the dropdown menu next to the customer's name.
  2. Select Add to Cart.

    Reservation management dashboard interface

  3. Select the Cart Icon in the Top Navigation Menu.

    Reservation management dashboard screenshot.

  4. In the cart, select the Coupon Icon to open the package menu.
  5. Select the package you want to apply to the reservation. The credit applies to the reservation and cancels out the rate charged.

    Shopping cart with package credits dropdown.

    Shopping cart with reservation details

  6. Select the check out button at the bottom of the page. If the cart balance is $0 after you apply packages, select Check Out With No Payment. If items are left in the cart, such as services or retail items, select $Check Out With Payment and take payment.

    Shopping cart with reservation details.

The receipt shows that a package credit was used. The owner's package history shows it too.

Reservation details for Aspen at Gingr Test.

Buy and Use Package Credits Right Away

  1. Sell the customer the package first.
  2. On the Dashboard, use the Quick Check Out feature. Select the shopping cart icon. A small down arrow on the icon next to the pet's name means Quick Check Out is available for that reservation.
  3. Select the available package to use its credits.

    Dashboard with reservation details

  4. Go to the cart and complete the checkout, as in the steps above.

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