# Create a plan or package

_Step by step to create a plan or package in TecPet: name, species, type (monthly to yearly or package), services with time slot reservation, billing cycle and price table by size & coat or by breed._

> **💡 Tip**
>
> Use **recurring plans** (Monthly, Quarterly, Half-yearly, Yearly) to build **predictable revenue** and loyalty — pair them with **time slot reservation** so the baths are already scheduled and the customer doesn't have to remember to book. For one-off bundles (e.g. 5 baths at a discount), use the **Package** type. And keep **Show on PetBot** on for the plans you want the **WhatsApp AI** to offer on its own.

**Plan** and **package** are the **same record** — what changes is the **Plan type**: the **Monthly, Quarterly, Half-yearly and Yearly** types are **recurring plans** (they renew and grant the right to use the services each period), and **Package** is a one-off bundle with limited validity. On this screen you build the **template**: which services are included, how many times, whether time slots are reserved automatically, how long it lasts and the price. This template is what shows up to **sell** later and what the **PetBot AI** can offer on WhatsApp. To just **track** plans already sold, use the [Track plans and packages](/en/operacao/planos/acompanhar-planos/) screen.

## Step 1 — Open Plans

In the side menu, go to **Settings** (it will ask for the **admin password**) and open the **Combos and Plans → Plans** group. The screen lists the plans and packages already registered. (This screen sits right next to [Combos](/en/configuracao/cadastros/combos/) — don't mix them up: a combo is a bundle of services sold together in a single appointment; a plan/package is recurring or time-limited.)

!["Registered plans" screen under Settings → Registers → Plans, with the plan list and the New Plan button](https://help.tec.pet/_md-assets/planos-config__lista.png)

## Step 2 — Click New Plan

At the end of the list, click **New Plan**. The **New Plan** modal opens with all the fields. Fields marked with an **asterisk (*)** are required — while any are missing (or the service rules don't add up), the **Save** button stays disabled.

![New Plan window with the fields: Name, Show on PetBot, Accepted species, Plan type, Discount, Description and Service](https://help.tec.pet/_md-assets/planos-config__modal-novo.png)

## Plan details

Fill in, in the order they appear:
- **Plan name*** — how the plan shows at the sale and on tracking;
- **Show on PetBot** (Yes/No) — controls whether the **WhatsApp AI** can **offer** this plan on its own. Keep it **Yes** for plans you want the bot to sell;
- **Served species*** — tick **at least one** species (Dog, Cat…). The species shown are the ones your store registered in [Species and breeds](/en/configuracao/geral/especies-e-racas/). With none ticked, the system warns you and won't save;
- **Plan type** — **Monthly**, **Quarterly**, **Half-yearly**, **Yearly** (recurring) or **Package**. This choice defines whether it's a plan or a package, and it makes the fields below appear/disappear;
- **Description** — optional; free text that helps you (and the AI) explain the plan.

## Fields that appear depending on the Type

Some fields only appear depending on the **Plan type**:
- **% Discount applied** — appears on the **recurring** types (and only when your store charges **by size & coat**, not by breed). It's the discount the system applies to the sum of the services to reach the plan price;
- **Package duration** — appears **only on Package**: from **1 to 12 months**, it's how long the package is valid once sold;
- **Billing cycle** — appears **only on Package**. It sets how the customer is charged: **Charge once** (a single invoice, everything together) or **Charge every 1, 2, 3, 4 or 5 appointments** (one invoice per N appointments used). There's a **?** button next to it explaining.

![Plan window with Type = Package, showing the Package duration and Billing cycle fields](https://help.tec.pet/_md-assets/planos-config__tipo-pacote.png)

## Plan services

Now build **which services** the plan grants. For each item:
- **Service** — pick a specific service (not a category; each service is added individually). See [Create a service](/en/configuracao/cadastros/criar-um-servico/) if you need to register it first;
- **Reserve time slots?** (Yes/No) — with **Yes**, the system **schedules the slots automatically** (the day and time are chosen at the sale). With **No**, the customer books each time manually;
- when **Reserve time slots? = Yes**, **Frequency** appears: **Weekly** (one appointment per week) or **Fortnightly** (one every two weeks). If **Weekly**, **Qty per week** also appears (how many times a week, from 1 to 7);
- **Quantity** — how many times the customer can use that service. The **label changes** with the type: **Qty per month** (recurring plans), **Qty per cycle** (package with a billing cycle) or **Max qty** (package without a cycle / single charge).

Use **Add** to include more services in the plan, and the **trash** icon (or the item number) to remove one.

## Step 3 — Set the prices and save

At the bottom of the modal is the **price table** — and its format **depends on your store's billing mode** (by **size & coat** or by **breed**). See your case in the section below (pick your type in the selector at the top of the article). With everything filled in and the rules met, click **Save**: the plan now appears in the list and is ready to sell.

![Plan price table by Size and Coat (Total, Total with discount and Manual entry)](https://help.tec.pet/_md-assets/planos-config__modal-editar.png)

## How to edit or remove later

In the **Plans** list, click a plan to reopen the modal (now as **Edit**) — change what you need and click **Save**. To delete it, open the plan and use **Remove** (it asks for confirmation). **Important:** touching the template **does not change plans already sold** — each sale kept a copy of the services, price and validity that were in effect at the time.

> **⚠️ Heads up**
>
> Here you build the plan **template** (services, quantities, validity and price table). The **payment method** and the **final amount** charged to the customer are set **at the moment of sale**, not on this screen — see [Sell a plan](/en/operacao/planos/vender-um-plano/). And remember: editing or deleting the template later **does not change plans already sold** — each sale keeps a copy of what was in effect at that time.

> **🚫 Caution**
>
> For **Packages with a billing cycle** (charge every N appointments), the system **only lets you save** if there is **at least one service with time slot reservation on** whose **quantity equals the cycle size** (e.g. cycle of 4 → a recurring service with quantity 4). Without that, the **Save** button stays disabled.

## The price table according to your billing mode

### By size & coat
Your store charges **by size & coat**. At the bottom of the modal there's a **price table** with **one row for each Size** (Micro, Small, Medium, Big, Giant) **and Coat** (Short, Medium, Long) combination. Each row shows: the **Value** of each service already multiplied by its quantity, the **Total** (full sum, no discount), the **Total with discount** (the Total with the **% Discount applied**) and the **Manual entry** column. By default the price used is the **Total with discount**; if you want to lock your own value for that row, tick **Manual entry** and type the amount — it then takes over from the calculated one.

### By breed
Your store charges **by breed**. Instead of the size×coat table, the **Filter prices by breed** block appears: you **select the breeds** and set the **price for each one** for the plan. In this mode the **% Discount applied field does not show** — you enter the final per-breed price directly. (The by-breed billing mode is set in [Billing parameters](/en/configuracao/geral/parametros-de-cobranca/).)

![Plan price table by breed — "Filter prices by breed" with default values — for stores that price by breed](https://help.tec.pet/_md-assets/planos-config__tabela-raca.png)

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_feature: planos-criar · atualizado em 2026-06-11 · fonte: https://help.tec.pet/en/configuracao/planos/criar-um-plano-ou-pacote/ — TecPet Central de Ajuda_