Adding Packages for Family Members

Modified on Wed, 13 May at 9:57 AM

Packages for family members 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 family members on a client profile.

Things to Know:

The ability to add packages for family members is controlled by the "Accessing Client Records" and the "Accessing Packages" access control setting.
Only packages created for individual family members will include the option to select a specific family member during purchase. Packages configured for "All Family Members" can be used for any family member on the client’s account. If the client profile contains only one family member, that family member will be automatically selected by default
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.
Purchased packages are stored on the client’s profile and can be tracked in the Package Balances report.
Once a package item credit has been used or manually removed, the option to delete the package will no longer be available on the client's profile.
Package Credit Redemption Priority
When an appointment is booked or a product is purchased, the system automatically applies credits in the following priority order:
Priority 1: Individual Pet/Family Member – Credits assigned to a specific pet or person are always consumed first.
Priority 2: "All Pets / All Family Members" – General credits are treated as a fallback and are only used after specific individual packages are exhausted.
Understanding FIFO (First-In, First-Out) within Tiers
The "First-In, First-Out" rule (based on the oldest start date) only applies within the same tier.
Example 1: A newer, specific family member package will always be consumed before an older "All Family Members" package.
Example 2: If a client has two "All Family Members" packages, the system will prioritize the one with the earliest start date.