Building out a Package

Building out a Package

Packages are a great way to limit the amount of transactions for services by having customers prepay for a bundle of a specific service or services. Here are the steps to adding in your own package.


1. You must be logged in as the administrator and from the home page you will go to the Incentives area. Then click on Packages.


2. You will then click Add Prepaid Package.


3. In this first section you will get to choose the service(s) that are included in the package. You can include any combination of Services (Daycare, Boarding, Grooming, Training, etc.), Activities (Playtimes, Yappy Hours, etc), and Retail Items (treats, kong, blanket, etc.).


For the example of this package we are going to create a package that comes with 10 Days of Daycare and 2 Yappy Hour Services for $260. 


The Count will be the amount of the days you will get on the package. The Discounted Rate is the rate per day that the customer gets by purchasing a package. The Retail Price is the typical cost of the service without a package. The cost of the package will be determined by multiplying the count by the discounted rate for each service that is created. You will then click ADD to add that service to the package




Once you click Add you can then click the Activity Tab and choose from your list of activity packages to include (to build these see FAQ for Adding an Activity Package). Set the count and prices similar to Services and click Add.



 




You will then create the Package Name. Good for allows you to set an expiration on the package in 30 day increments or leave as Indefinite to have no expiration. Start Date is the date that you want the package to be available and Expiration is if you want to have a date that the package is no longer available for sale. GL Code and Package Utilization GL Code allow you to track on financial reports what revenue stream you would like this package to fall under.

Choose Upload allows you to upload up to three photos to be included in the Packages area of the home page for a customer facing sales process. Then click Create Package to have the package saved into the system.




The package will then be available for viewing and purchase. 



    • Related Articles

    • Selling a Package

      To sell a package to a customer you will go to Customer Management and search for the pet. Once you are on the Customer Profile Tab you will click on Purchase Package. You will then be given the option to choose from all types of packages that are ...

    • Adding an Activity Package

      Activity Packages is a feature in PawLoyalty where you can combine activities and extras and sell them as a bulk purchase at a discounted rate. These Activity Packages are added on to a day of an appointment. They can also be included in multi day ...

    • Package Receipt Email format

      [Logo or Provider Name] Customer Name [Owner Name] Phone Number [Owner Phone Number] Package Name, Pay Type, Quantity, Price [Package Name]Offline Credit Card1 [Amount] [Package Name]Offline Credit Card1 [Amount] Total Paid [Total Paid] Balane Due ...

    • PawLoyalty - Package did not count down

      There are two reasons why a package did not count down for an appointment. Reason 1: The package was made for a different service than the appointment, i.e. it was a boarding package but the pet had a daycare appointment. This could be a setup issue ...

    • PawLoyalty - Setting up automated emails

      You can setup automated emails for birthdays, appointment reminders, expired vaccinations, reservation requests, package and credit thresholds, and many more options. Please note: You are not able to dictate what time automated emails are sent. They ...