# Sell a plan to a customer

_Step by step to sell or sign up a plan or package for a customer's pet — choose the pet and plan, set the start date, book times, price, pick-up & drop-off and generate the invoices._

> **💡 Tip**
>
> Use **Pick-up & drop-off** and **automatic time booking** as a sales pitch: a customer who walks out with every bath of the month already scheduled (and home pick-up guaranteed) has far less reason to disappear. A plan sold with a full calendar is a loyal customer.

Selling a plan is what turns a catalog plan into something real for a customer: it generates the **invoices** and, if you want, books the **time slots** in the calendar right away. The sale always happens inside a **customer's profile**, on the **Plans & Packages** tab, and requires the customer to have at least **one pet** registered. If they don't yet, [register the customer](/en/operacao/clientes-e-pets/cadastrar-um-cliente/) and [register the pet](/en/operacao/clientes-e-pets/cadastrar-e-editar-pet/) first. (The plan catalog is built in [Create a plan or package](/en/configuracao/planos/criar-um-plano-ou-pacote/); here we just sell one that already exists.)

## Step 1 — Open the customer's Plans & Packages tab

Find the customer in **Customers** and open their **profile**. In the profile's section menu, click **Plans & Packages**. You'll see the plans the customer already has (if any) and, for each pet, a **Sell plan** card (the box with **+**). Click the **Sell plan** card of the pet that will get the plan.

If the customer has no pet yet, the screen shows *"No pet for this customer"* — in that case, [register the pet](/en/operacao/clientes-e-pets/cadastrar-e-editar-pet/) first.

## Step 2 — Choose the pet and the plan

The **New Plan** window opens. At the top, under **Pet that will use it**, confirm (or switch) the pet — all of the customer's active pets appear. Then, in the **Plan** field, pick a plan from the catalog.

The plan list is already **filtered by the chosen pet's species and breed**: only plans that accept that pet show up. Each item shows whether it's a **Plan** (recurring: Monthly, Quarterly, Half-yearly or Yearly) or a **Package** (with the duration in months). Just below, the system lists the **Associated Services** (e.g. *4 x Bath*) so you can confirm what's included.

If you see *"No plan available for this pet"*, it's because no catalog plan accepts that species/breed — adjust the plan in [Create a plan or package](/en/configuracao/planos/criar-um-plano-ou-pacote/) or the [accepted species and breeds](/en/configuracao/geral/especies-e-racas/).

![New Plan window for the customer: choose the pet, the plan, segment, dates, billing, price, pickup & delivery, employee and notes](https://help.tec.pet/_md-assets/planos-vender__modal.png)

## Step 3 — Set the segment and dates

- **Segment** — where the plan's services will be used: **Pet Shop**, **Clinic**, **Day Care/Hotel** or **None**. It comes pre-filled based on the plan's services; adjust if needed.
- **Start date*** — when the plan takes effect. It can be today or a future date.
- **End date** — **calculated automatically** from the start date and the plan type (Monthly adds 1 month, Quarterly 3 months, and so on; a Package uses its configured duration). You don't fill this field.

For recurring plans (non-Package), a **Charge** note also appears — *"Monthly, every day X"* — showing the day of the month the invoice is due.

## Step 4 — (Optional) Book the time slots in the calendar

If the plan has recurring services (e.g. one bath per week), the **Book times?** block appears per segment. Choose **Yes** to have the system **schedule everything automatically** in the calendar; choose **No** to book it later by hand.

When you pick **Yes**, set:
- **Select an employee?** — **No** leaves any available professional; **Yes** opens an employee picker per service category (e.g. who does the bath, who does the grooming).
- **Which day of the week?** — the fixed day for the bookings. If the plan needs more than one day per week, **Select N days of the week** with checkboxes appears instead.
- **Date of the first booking** — from which date the bookings start (only enables the days of the week you chose).
- **Pick a time** — the fixed time. If the full time doesn't fit on every date, click **Times with overbooking** to use the **overbooking** slots on the days when the calendar is full.

## Step 5 — Set the price and pick-up & drop-off

- **Plan price** — you choose between two paths: the **table price** (calculated automatically from the pet's size and coat, or from the breed in stores that charge by breed) **or** a **manual price** you type in. Select the option you'll use.
- **Pick-up & drop-off** — choose **Yes** to include picking the pet up and dropping it off at home and type the **amount** charged for it; leave it **No** if the store doesn't offer it.

On the right, the system shows the summary: **Plan price**, **Pick-up & drop-off** (when present) and the **TOTAL**.

> The **payment method** (Pix, card, cash) is **not set here** — it's chosen later, when collecting each invoice, in [Charges](/en/operacao/financeiro/cobrancas/).

## Step 6 — (Package) Choose when the customer pays the cycle

For a **Package** with recurring bookings, the **Cycle charge** field appears, defining **when the customer pays** each cycle of the package:
- **At the start** — the invoice is due at the beginning of the cycle (the customer pays before using the bookings);
- **At the end** — the invoice is due at the end of the cycle (the customer pays after using it).

For recurring plans (Monthly, Quarterly, etc.) this field doesn't appear — the charge is always monthly, on the day of the sale.

## Step 7 — Sell the plan and confirm the employee

With everything filled in, click **Sell plan** (at the bottom of the window). The system asks you to **confirm the responsible employee** for the sale (and their password, if the store requires it). Confirm.

Done: the plan is created for the pet, it starts showing on the customer's **Plans & Packages** tab and the **plan invoices are generated** automatically — you track and collect each one in [Charges](/en/operacao/financeiro/cobrancas/). If you turned on time booking, the bookings are created in the calendar in the background (you can close the window and they'll keep being made).

## What changes after the sale

From the sale onward, that pet's plan is an **independent copy** of the catalog plan: the price, services and validity are frozen as they were at the moment of sale. Editing or deleting the plan in settings **does not affect** this sale.

To see usage (how many baths have been used, invoices, history), open the plan inside the customer's profile or track the overview in [Track plans and packages](/en/operacao/planos/acompanhar-planos/). That's also where you **renew** or **cancel** a sold plan. To understand the difference between a plan and a package, see [What are plans and packages](/en/configuracao/planos/o-que-sao-planos-e-pacotes/).

> **⚠️ Heads up**
>
> The **price**, **services** and **validity** of the sold plan are snapshotted at the moment of sale. If you edit or remove the plan template later in settings, **plans already sold don't change** — they keep what was agreed. Double-check everything before clicking **Sell plan**.

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