Step 1:  Set your parameters.

Parameters must be set for each location.

If you only going to use Full day packages, set it to Decrement package at check in.  This means a day is deducted from the package as soon as you check him in.

If you are going to use both Full day and Half day packages, it must be set to Decrement package at Checkout.

Allow negative values - When you check the the pet in/out, you will get a popup asking if you want the package to go negative.  If you hit Yes, it will count down on the schedule. 

If you hit No, you need to create an invoice because this pet now owes you for the daycare stay.  If you do not create an invoice, you are creating Uninvoiced Bookings.  These are appointments that you checked the pet in/out for but you never got payment, either by a day coming off the package or creating an invoice. 

You can check your database for uninvoiced bookings by clicking on Reports, Revenue, Uninvoiced Bookings.

The Daycare schedule will show a Pet Left and Client Left column.  To enable these, click the gear.

Step 2:  Setup Daycare packages.

Packages must be created for each location.

Enter the code (choose a code that you will recognize when choosing it on an invoice), name, cost, number of days.

IMPORTANT:  You must setup packages in Setup, Packages, Daycare Packages.  This is where KC pulls the package information and the only way it will work properly.  If you enter packages into Inventory, the Daycare Package feature will NOT work.

Step 3:  Sell a package to a client or pet.

If you have security enabled in KC, you will need to give your employees access rights to adjust packages. 

This includes being able to add, modify, delete or reload a package.

Click on Setup, Employees, Access Rights.

Click on each employee, check the boxes for 'Adjust client package days' and 'Adjust pet package days'.  Hit Save when done.  Do this for each employee as needed.

IMPORTANT:  Packages must be sold in 1 of 3 places in order for the packages to count down:  On the client card, on the pet card, or through the Daycare appointment screen.  Packages sold in any other manner/screen will NOT count down.

Client packages

When you sell a package to the client card, the package will cover all pets that client has.  If they bring in 5 pets for daycare, 5 days will come off the package.

Open the client card, Packages tab.

Hit Add Packages.  A screen will appear with all package options in your database.  Choose the correct one and hit Next.

If you need to modify the number of package days or add an expiration date, click on the package to choose it and hit the Modify (pencil) button.

Please note:  You cannot modify a package to have more days than was originally purchased.  So you cannot modify a 10 day package to have more than 10 days.

If you need to delete a package, click on the package to choose it and hit the Delete (trash can) button.

The Reload (arrows) button is used to reload the same package.  It can also be used if you allow negative values.  If your client has a package with -2 days on what was originally a 10 day package, when you Reload the package, it will update the count to 8 (10 days minus the 2 days he/she owes you.)

Click the package you want and hit Reload.  A popup will ask if you want to reload the package.

The invoice will appear with that package already loaded.  You cannot modify or add other packages to the reload invoice.

Pet packages

Pet Packages cover only that pet.  If a client has two pets, Jasper and Rover and you sell a package to Jasper, it will not count down for Rover and you need to create an invoice.

Open the pet card and click on the Packages tab.

Follow the same steps as listed under Client Packages to add/modify/delete/reload a pet package.

Step 4:  Sell a package through the daycare appointment screen.

On the appointment screen, on the left side of the screen, is the client package section.  You can click on Purchase and sell a package for the client.  In the example below, it is circled in red.  It will also display if this client already has package days.  This client has 10 full days and no half days.

I can click on Cutie and see that he has 8.5 full days and 5 half days, circled in orange.  If I click Purchase here, I am adding a package for Cutie.

The daycare schedule has columns for Pet Left and Client Left columns.  This tells you how many package days the pet and client have.  

Please note:  The Client Left column will show the same number of packages days available for each pet.

If you use full and half days, there will a number for the full days and then a number for the half days.

Step 5:  Options for using package days.

The daycare appointment screen gives you the option to not use a daycare package day for this visit.  Maybe your facility does not charge for daycare stays for Boarding pets.  You can uncheck that box on the appointment screen.  You can opt not to use a package day or charge for this day by unchecking 'Use package day' and checking 'Do not charge for this visit'.

You can also setup specific daycare rooms or types to have these boxes set automatically for any appointment put in that room/type in File, Lists, Daycare Rooms/Types.

Step 6:  Decrement the daycare package

When it comes time to take a day off the package, KC always looks at the pet card first.  If there is a package day there, it will decrement the pet package.  If there is no package day available it will next look at the client card.  If there is a package there, it will decrement the client package.  It will always deduct one day per pet, no matter if it's a client package or a pet package.  KC will decrement the package correctly whether you use client packages, pet packages, or both.

Step 7:  Daycare package reports.

You can track package expiration dates, how many package days are left and when a pet or client uses a package.  If you leave the daycare schedule open, it will only be pets/client on the schedule for today.  If you leave the daycare schedule closed, it will be all pets/clients in your database.

These reports are printed by location.

Daycare, Reports, Daycare Client Package Expiration tells you which client packages are expiring during a specified date range.