Overview

Package or Membership Alerts automatically notifies staff during checkout when a customer's package or membership is out of credits, has auto-renewal enabled, or is expiring within 7 days.

These alerts help staff identify renewal or top-up opportunities while completing a checkout. Staff can take action immediately or dismiss the alert and continue with the checkout.

The feature can be enabled or disabled from Personalization Settings → Invoice → Display package or membership alerts during checkout.

TABLE OF CONTENTS

• Overview
• Applicable Users
• Requirements
• Personalization Settings
• Improved Package experience during checkout
• Improved Membership experience during checkout
• More Information

Applicable Users

• Business Owner / Kennel Owner
• General Manager / Location Manager
• Front Desk / Receptionist
• Membership Manager
• Service Manager

Requirements

Before using Package & Membership Alerts, ensure you:

• Have access to the Business Portal.
• Have permission to access Personalization Settings.
• Enable Display package or membership alerts during checkout if the feature is currently disabled.
• Have permission to access and manage Invoice settings.
• Have packages or memberships configured for customers.

Personalization Settings

• Go to Settings > Operations > Personalization > PORTAL > Invoice. 
• Enable package or membership alerts during checkout.

Improved Package experience during checkout

This article illustrates how automatic alerts are triggered during checkout when a package is nearing expiration or when its credits are running low.

1. Checkout a Pet

Proceed to check out a pet from any of the following locations: Pet Owner Profile, Pet Profile, Dashboard, Daily Snapshot, or Appointments.

2. Select Package

Select the package purchased for the pet to manage payments.

3. Package Credits Section

Navigate to the package credits section to review the credit options associated with purchase package.

4. Apply Changes

Click Apply to save the changes made to the invoice.

5. Checkout Pet Service

Click Checkout Pet to proceed with the payment and finalize the pet service transaction.

6. Confirm checkout

7. Package expiry alert

A sample for package expiry alert.

Improved Membership experience during checkout

This article demonstrates automatic alerts during checkout when a membership is running low or has run out, so staff can offer a renewal or top-up in the moment.

1. Checkout a pet

Proceed to check out a pet from any of the following locations: Pet Owner Profile, Pet Profile, Dashboard, Daily Snapshot, or Appointments.

2. Select Membership

Select the membership purchased for the pet to manage payments.

3. Memberships Credits Section

Navigate to the membership credits section to review the credit options associated with memberships.

4. Apply the credits

Apply the credits to the invoice.

5. Checkout Pet

Once membership credits are applied, proceed to checkout for the pet.

6. Proceed to Checkout

Proceed to the checkout step to complete your membership selections and payments.

7. Membership expiry alert

If your membership is about to expire or your credits are nearing their expiration, you will receive a membership purchase alert.

More Information

For more information on creating and managing appointments, please refer to this article: Creating & Managing Appointments

For more information on checking out an appointment, please refer to this article: Checking Out an Appointment