Track plans and packages

💡 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.

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
• Track charges
• The Dashboard panels