Overview:
Packages are pre-paid punch cards that allow a customer to pay for a certain amount of reservations ahead of time. For example, a customer may purchase a package to pre-pay for a 10 pack Full Day Daycare for a further discounted rate. Because the package is associated with the customer, they can optionally use this package for any other animal in their family. In this article, we will show you how to create and edit packages for Reservation Types, and how to manage all associated settings.
This article includes:
- Helpful Hints
- System-Wide Settings
- How to Create a New Package Type
- Packages for Families
- User Permissions
Helpful Hints:
- Packages are attached to the owner's account and can be used for any animal within the same family. If your facility offers a discount on packages for multiple animal families, see the bottom of the guide for some recommendations for setting up and selling family packages.
- Packages are worth the single-day rate of their assigned Reservation Type.
- Packages can NOT be split. (e.g. cannot use ½ of a Full Day Daycare punch toward a Half Day Daycare reservation).
- Only users in the Admin User Group can create/ edit Packages, and manage associated settings.
System-Wide Settings:
Navigate to Left-hand Navigation: Admin » Packages.
| Setting | Description | Helpful Hint |
| Allow packages on any type | If enabled (Yes/On), you will be able to apply package credits to any reservation type. This will allow you to use (for example) daycare package credits toward boarding charges. | |
| Allow packages at any location | Use this field if your business has multiple locations (or is a franchise). If enabled, this will allow customers to use package credits at any location. Ask us if you need help with this field. | |
| Allow package greater value | Allow package credits to be applied to line items that cost less than the value of the credit. | Requires "Allow Packages on Any Type" to be enabled. |
How to Create a New Package Type:
On the Packages page, you can create a new package or edit an existing one. Use the Field Guide below to assist you in setting up your new package.
- Navigate to Left-hand Navigation: Admin » Packages.
- Click +Add to create a new package.
- Fill out the short form using the Field Guide below.
- Click Save.
Field Guide
| Setting | Description | Helpful Hint |
| Location | Select your location. | |
| Name | This is the name of your package. It is shown to customers on receipts and on the customer portal. | |
| Description | Optionally enter a description that can be displayed on the customer portal when a customer purchases a package from the customer portal. | |
| Quantity | The number of credits the package should have. | |
| Reservation Type | The type of reservation this package applies to. | |
| Price | This is the total price for each package (not per credit). | |
| Status | If enabled (Yes/On), it will be available for purchase. | |
| Subscription Days | The number of days before a package expires (from the time of purchase) can be set optionally | The package expires at midnight after the expiration date. Packages cannot be unexpired. |
| Is taxed | If you apply tax to this sale, select 'yes/on.' | To charge tax for packages, you must also go to Left-hand Navigation: Admin » Tax Settings select to charge tax on packages. |
| Email days before expiration | If you want the "Package Expiration Email" to send a number of days before a customer's package's expiration date, enter the number of days here. |
If this field is left blank no reminder email will be sent. If all of the package credits have already been redeemed this email will not send. |
| Email remaining count threshold | If you want the "Package Expiration Email" to send when a customer gets down to a certain number of credits, enter that number here. | If this field is left blank no reminder email will be sent. |
| Use Pricing Rules on other Reservation Types | If enabled and the package is applied to a different type of reservation, it will pull the assigned reservation types pricing rules. This requires the system-wide setting "Allow packages on any type" to be enabled |
Example: When applying a daycare package credit to a multiple pet boarding reservation with daycare attached the package credit will apply at a value equal to one day of daycare including any daycare multiple pet discounts. |
| Use for subscriptions | Enable this setting if this package type should be available for recurring subscriptions. | If enabled, this package will be listed on the New Subscription page and not on the "Sell Retail & Packages" or "Manual Owner Packages" pages. |
| Hourly Credit | Enable this setting if this package type is used for a reservation type set to Charge by Hour. | Example: 3 credits would be applied for 3 hours of daycare. |
| Subscription Days Start Upon First Use | Enable this setting if this package should begin to expire upon the first use. If disabled, expiration will begin from the sale date. | |
| Can Purchase Through Customer Portal |
Can customers purchase this package from the customer portal?
|
The online purchase of packages through the customer portal requires Gingr's integrated credit card processing. |
| Subscription Frequencies |
For subscription-based packages, determines the frequency of renewal
|
Weekly and bi-weekly will renew on the same day of the week. Monthly will renew on the same day of the month. Annually will renew on the same calendar day of the year (if the date does not exist such as leap year it would renew on the following date). |
| Account Code |
Optionally set the associated account code for the package
|
To set up account codes, navigate to Left-hand Navigation: Admin » Account Codes |
Packages for Families:
In Gingr, packages sold are available for all animals from the same family because packages live on the owner's account and not each individual animal's account.
Since packages are available for entire families, you can optionally set up a single package for multiple animals.
For instance, if you offer a 5 Day Daycare pass, you can have a 5 Day Daycare pass for 2 dogs (10 credits), 3 dogs (15 credits)...and so on.
Example:
10 Day Daycare pass:
Single pet: $100
2nd pet rate: $80
3rd pet rate: $80
| Package Name | Quantity | Price |
| Daycare | 10 Day | 10 | $100 |
| Daycare | 10 Day (2 Dogs) | 20 | $180 |
| Daycare | 10 Day (3 Dogs) | 30 | $260 |
User Permissions:
Navigate to Left-hand Navigation: Reports & More » Groups.
| Setting | Description |
| Can Assign Package Credits | If enabled (set to yes/on), the user can manually add package credits to a customer's account (without taking payment). |
| Can Deduct / Refund Package Credits | If enabled (set to yes/on), the user can manually deduct package credits from a customer's account, as well as process refunds for package credits. |
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