# Track plans and packages

_See your customers' plans and packages, their status and who's about to expire._

> **💡 Tip**
>
> Plans and subscriptions create **recurring revenue** and build loyalty. Watch the **Not renewed** and **Expiring** tabs to act before the customer leaves — a timely reminder recovers many renewals.

> **💡 Tip**
>
> If a customer complains that "**an appointment is missing at the end of the package**", it's almost always because **there was a cancellation** at some point: the slot was pushed to the end. Just book a replacement appointment to complete the package.

The **Plans** screen shows all the plans and packages your customers have, with each one's status — so you can track renewals and expirations.

## Filters by expiration

The cards at the top group plans by how close they are to ending: **Not Renewed**, **Ends within 1 week**, **between 1 and 2 weeks**, **between 2 weeks and 1 month**, **in more than 1 month** and **Active**. Click **Show all** to see the full list.

![TecPet Plans screen with the expiration filters and the plan list](https://help.tec.pet/_md-assets/planos__lista.png)

## The plan list

Each row shows the **Customer**, the **Pet**, the **Type** (Plan or Package), the **Duration**, the **Plan** name, the **Status** (Active, Expired or Cancelled) and the **End** date.

## Act on a plan

In the **Operations** column, on the right, you open the plan's details and the available actions (such as renewing).

## Reschedule vs. cancel a package appointment

When a customer has a package with several appointments already booked, **rescheduling** and **cancelling** one of them have very different effects on the invoices — it's worth understanding the difference before you act.

First, two quick concepts:

- A package's appointments are organized into **cycles**, and **each cycle is one invoice**. For example, a weekly bath package might group **4 baths into one invoice**.
- The **due date of each invoice** is calculated from the appointment dates in that cycle.

**Reschedule** (just change an appointment's date):

- Changes **only that appointment's date**. It **stays in the same invoice** and keeps using the same session.
- It **does not reorganize** the other appointments and **does not recalculate** the other invoices' due dates.
- This is the right choice when the customer only wants to move the day — **without losing the session or disrupting the schedule**.

**Cancel** (remove the appointment):

- The appointment is **cancelled** and the **session is returned** to the package.
- TecPet **reorganizes the whole package**: it gathers all the remaining appointments, sorts them by date and **redistributes them again** across the invoices, recalculating the due dates.
- Because of that, **cancelling pushes every following appointment forward**. The freed slot doesn't disappear from the middle — **it ends up at the end of the package**, and the **last invoice is left with one fewer appointment** (until you book a replacement).

> **⚠️ Caution**
>
> If the customer just wants to **change the day** of an appointment, use **Reschedule** — never cancel and create a new one. Cancelling reorganizes the entire package and may change the due dates of upcoming invoices.

## See also

- [Customer profile](/en/operacao/clientes-e-pets/perfil-do-cliente/)
- [Track charges](/en/operacao/financeiro/cobrancas/)
- [The Dashboard panels](/en/operacao/dashboard/os-paineis-do-dashboard/)

---
_feature: planos · atualizado em 2026-06-09 · fonte: https://help.tec.pet/en/operacao/planos/acompanhar-planos/ — TecPet Central de Ajuda_