Overview:

From Admin » Packages & Subscriptions, you can create and configure package types using the Package Configuration Wizard. Packages are built using one or more components, allowing you to bundle credits for reservations, services, and add-ons into a single offering.

Follow the steps below to create a new package.

Step-by-Step Process:

Step 1: Access the Package Setup Modal

1. Navigate to Admin » Packages & Subscriptions.

2. Select + Add to open the Package Configuration Wizard.

The setup modal contains several tabs that guide you through configuring the package’s details, components, pricing, and communication preferences.

Step 2: Configure Package Details (Details Tab) 

Use the Details tab to define general information about the package.

Fields include:

• Status: Turn on to make the package available for sale.

• Package Name: The name displayed to staff and pet parents.

• Internal Package Name: Used for internal organization; must be unique.

• Enabled on Pet Parent Portal: Determines whether the package can be purchased online.

• Select Locations: Choose which locations may sell this package. Location assignments determine pricing and tax configurations.

• Description (optional): Appears to staff and pet parents wherever packages are displayed.

Step 3: Add Package Components (Credits Tab)

Each package contains one or more components. Each component represents a specific credit type and quantity.

For each component, configure:

• Component Name: Displays wherever package credits appear.

• Credit Type: Choose Reservation or Service.

• Reservation Type / Service / Service Option: Select the category the credit applies to.

• Quantity: Number of credits included for this component.

• Hourly Credits (reservation only): Enable if the reservation type charges by the hour.

• Expiration Rules:

  • Never

  • X days after purchase

  • X days after first use

Use + Add Component to include additional components in the same package.

Step 4: Configure Pricing & Tax (Financial Tab)

Use the Financial tab to define pricing and tax settings for each location.

For each location rate group, configure:

• Base Rate Of: Determines the base rate used when calculating credit value.

• Price: The price for the package component at each rate group.

• Tax Package Component: Choose whether tax applies to that component’s price.

• Actions: Schedule future price changes when needed.

• Rate Groups: Group locations together to simplify multi-location configuration.

Optional Setting:

• Use configuration pricing rules when applied to other reservation types: When enabled, the component respects the pricing rules of its configured reservation type if applied somewhere else.

Step 5: Set Communication Preferences (Communication Tab)

Configure the email reminders associated with package usage:

• Email Reminder at # Credits Remaining: Sends a reminder when credits reach the chosen threshold.

• Email Reminder at # Days to Expiration: Sends a reminder before the component’s expiration date.

These reminders are sent per component.

Step 6: Save the Package

Once all tabs are configured, select Save to create the package.

After saving, the package will appear in the package list where you can enable/disable it, edit configuration details, view components, or adjust pricing over time.

Related Resources

• Set Up Packages (Topic Outline)

• Packages System-Wide Settings (Reference)

• Packages for Families (Reference)

• Packages User Permissions (Reference)