Help CenterPackage Buys gives clients a convenient way to view their remaining package days and purchase eligible Boarding, Daycare, and Training packages directly in the Client Portal. Businesses can control which packages are visible and available for purchase, helping clients find relevant options while keeping package information and purchase messaging aligned with business policies.
To enable, click on Online Reservations, Use & Registration, Client View Settings.
Businesses can choose to only display package counts or allow clients to purchase packages or both.
You must process credit cards through Kennel Connection to allow clients to purchase packages. Reach out to Sales to get more information. Sales@SoftwareConnectionLLC.com or 1-888-486-4343 option 1.
View & Purchase Packages
Show Packages tab – Check the box to enable the feature.
Hide Packages for – Check the boxes for the type of packages you don’t want to display in the Client Portal
Packages Title – This message will display to the client when they click on the Packages tab in the Client Portal. A default message shows and can be edited to fit with your business messaging.
Package View Settings
IMPORTANT STEP
These settings control what packages are displayed in the Client Portal. You may not want to display packages bought months/years ago or expired packages. It’s important that you set the options so clients do not see available package days that you consider not useable (the package was bought 3 years ago and never expired, etc.).
Show all packages with available package days – If this enabled, all packages that have package days remaining will display in the Client Portal.
Hide packages purchased more than X days ago – Check this option if you want to hide older packages. You can choose 30 days, 60 days, 90 days or 120 days as a cut-off date.
Hide fully used packages – This will hide packages with 0 days remaining.
Hide packages expired more than X days – Check this option if you want to hide older expired packages. You can choose 30 days, 60 days, 90 days or 120 days as the cut-off date.
Sell Packages on Client Portal
Allow clients to purchase new packages – Click this box to enable the feature.
Allow Client Packages – A client package will cover every pet that client has
Allow Pet Packages – A pet package will only cover that specific pet. If a client has more than one pet, they will need to purchase a package for each pet. Some businesses opt to only use client packages for convenience to them and the client.
VERY IMPORTANT: Packages are used on the invoice for Boarding and at checkin/checkout for Daycare. Clients cannot designate a package day to be used for a specific appointment.
Display Disclaimer/notice – It is strongly recommended that you display a message explaining to clients that they cannot choose which package can be used for which appointment. There is a default message, and it can be edited to fit with your business messaging.
Once your options are set, the next step is to decide which packages can be purchased in the Client Portal.
Choosing packages for Package Buy
Click on Setup, Packages.
Package Buys in Client Portal are available for Boarding, Daycare and Training packages.
Allow clients to purchase this package on the client portal – Check this box for the packages you wish to display in Client Portal
IMPORTANT: Client Facing field – The Package Name will display in the Client Portal when purchasing a package. Update this field if it needs to be client friendly.
Only packages enabled on this screen will be available in the Client Portal.
Client Portal
Once options are set, clients can log into their portal and see a tab called Package Buys.
Daycare Packages
Boarding Packages
Training Class Packages
Training One-on-One and Resident Packages
Purchasing a package
This example is for Daycare packages and it works the same way for Boarding and Training packages.
Buy Again
A client can click on Buy Again to purchase the same package.
The client won’t be able to change who the package can be used for as it’s reloading the same package with the same settings.
Buy Daycare Package
A client can click on Buy Daycare Package. They will be able to choose from the list of available packages to purchase.
Select a Package – Only packages that have been enabled for Purchase Buys will display on this list.
Package Used by
All Pets – This is a client package and can be used to cover any pet of the family.
One Pet Only – This allows the client to choose which pet the package is to be used for. The package will only be used for that pet and cannot be used for any other pet.
Once the client chooses their options, they will hit Continue to Payment.
They will choose a credit card on file or add one here.
NOTE: If adding a new card, once the payment is processed, the card will automatically be saved to their profile.
Once the payment has processed successfully, they will get a success message and can click on Go back to Dashboard to return to the Client Portal.
The package just purchased will now display in the portal.
Key Points
· Convenient self-service: Clients can view package balances and buy eligible packages in their portal.
· Flexible purchasing options: Businesses can offer client packages that cover all a client’s pets or pet packages for individual pets.
· Control over available packages: Businesses choose which Boarding, Daycare, and Training packages clients can purchase online.
· More relevant package information: Visibility settings can hide older, fully used, or expired packages according to business preferences.
· Clearer client communication: Client-friendly package names, customizable messages, and a purchase disclaimer help explain available options and package-use limitations.