For a general overview of System Settings, see System Settings Overview.
Introduction
Service Packages let you sell a prepaid block of identical visits for one bundled price. Each package is tied to a single Base Service, so they work best for straightforward offerings such as “10‑pack of 30‑minute walks.” As soon as a package is scheduled the system tracks the client’s remaining visits and keeps the package price off individual invoices.
Looking for flexible prepaid pricing?
In most situations the Discounts are a faster, more automated way to handle bulk or bundled pricing:
- applies across multiple service types and time blocks
- supports percent-off or flat-rate adjustments
- recalculates automatically when visits are added, canceled, or rescheduled
- doesn’t require you to track “remaining visits”
If you specifically sell fixed visit bundles (e.g., “10-Walk Punch Card”) and need clients to see how many visits remain, keep reading for Service Packages. Otherwise, consider setting up a Discount instead.
Creating a Package
Go to Operations › Service Settings › Service Packages and click New Service Package.
Base Service – choose the visit type the package will cover.
Name – internal label your staff will see in schedules and reports.
Package Name (Client view) – add this only if you want clients to request the package themselves. Leave it blank to keep the package staff‑only.
Visits – total number of prepaid visits in the bundle.
Price per Visit – system multiplies this by Visits to set the package total.
Additional Pet Pricing (optional) – remember that 1+ charges for the first pet; choose 2+ if you mean “extra starting with a second pet.”
Expires – toggle to Yes and set a date if unused visits should vanish after that day.
Active – set to Yes.
Click Save.
Scheduling with Packages
On the Master Schedule choose the client, select the package from the Service list, pick dates, and save.
The system will automatically:
Create as many packages as needed to cover the number of visits you are adding.
Attach each new visit to the correct open package.
Save the package template for Ongoing series so future visits auto‑generate new packages when required.
Clients can request the package themselves from their My Schedule page only if Package Name (Client view)was supplied.
Managing Packages
Open Schedule › Client Packages to see every active or completed bundle.
Status & Counts – view remaining visits, overages, or credits at a glance.
Edits – click a package row to change Active, visit count, or price. Use Adjustment to fix any "Due to…" balance (negative numbers reduce an amount owed to your business; positive numbers reduce a credit owed to the client).
Visit behavior
Visits linked to a package are marked Invoiced automatically so they do not appear as line items on regular invoices.
Canceling a visit returns it to the package unless you set the visit price to $0.
Deleting a visit simply frees one slot in the package.
Invoicing Packages
Package totals are billed separately from regular visits.
Invoice from either location:
Schedule › Client Packages – select rows and click Invoice.
Billing › Invoices › New – select the client and add their open package.
Once invoiced, the package’s balance shows as Paid; future linked visits stay at $0.