Adding Packages for Pets on Client Profile

Packages for pets can be added directly on the client's profile under the "Packages Purchased" section. This article will walk you through the steps to add packages for pets on a client profile.

Things to Know:

• The ability to add packages for pets on the client profile is controlled by the "Accessing Client Records" and the "Accessing Packages" access control setting. 
  
• If the client profile contains only one pet, that pet will be automatically selected as the package owner by default
• Only packages created for individual pets will provide the option to select a specific pet when adding the package on the client's profile. Packages configured for "All Pets" can be used for any and all pets on the client’s account. 
• Staff members can choose to either process the payment immediately or add the package to the client’s profile without completing the payment. However, the option to prevent adding packages to client profiles is controlled by a hidden setting, which can only be enabled by the MyTime team. To enable this setting, please contact our support team at support@mytime.com.
• The packages purchased for pets will be stored on the client's profile and in the Packages Balance report
• The name of the pet and breed will be displayed in parentheses next to the package  on the client profile

To add a pet package:

1. Navigate to the Clients tab 
2. Open the client's profile
3. Scroll down to the Packages section 
4. Select the + icon or the Add Package link
5. Choose the purchase location and individual/all pets package  
6. Select the pet from the Package Owner dropdown menu
7. Save or proceed to take payment 

Client Profile 

Package Balances Report

For more information, contact support@mytime.com. 

Related Articles:

Adding Packages for Clients

Adding Packages for Family Members