Summary

This article shows admins how to create a package with the Package Configuration Wizard. A package bundles credits for reservations, services, and add-ons into one offering.

Steps

1. Go to Admin » Packages & Subscriptions.

2. Select + Add. The Package Configuration Wizard opens.

   The wizard has tabs for package details, components, pricing, and communication preferences.

   

3. In the Details tab, enter the general information for the package. The tab has these fields:

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

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

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

   • Enabled on Pet Parent Portal: Controls whether pet parents can buy the package online.

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

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

4. In the Credits tab, add the components for the package. Each package has one or more components. Each component is one credit type and quantity. Set these fields for each component:

   • Component Name: Shows wherever package credits appear.

   • Credit Type: Choose Reservation or Service.

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

   • Quantity: The number of credits in this component.

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

   • Expiration Rules:

     • Never

     • X days after purchase

     • X days after first use

5. Select + Add Component to add more components to the same package.

6. In the Financial tab, set the pricing and tax for each location. For each location rate group, set these fields:

   • Base Rate Of: Sets the base rate used to calculate credit value.

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

   • Tax Package Component: Choose whether tax applies to the component's price.

   • Actions: Schedule future price changes if needed.

   • Rate Groups: Group locations together to simplify setup for multiple locations.

   Optional setting: Use configuration pricing rules when applied to other reservation types. When on, the component follows the pricing rules of its reservation type if you use it somewhere else.

7. In the Communication tab, set the email reminders for package use. Reminders are sent for each component. The tab has these fields:

   • Email Reminder at # Credits Remaining: Sends a reminder when credits reach the number you choose.

   • Email Reminder at # Days to Expiration: Sends a reminder before the component expires.

8. Select Save to create the package. The package appears in the package list. From the list, you can turn it on or off, edit its details, view its components, or change its pricing over time.

Related Articles

• Set Up Packages
• Packages System-Wide Settings
• Packages User Permissions