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Daycare/Walk/Training Credits
Daycare/Walk/Training Credits

Create packages of daycare, walk or training credits to sell to your customers in bulk

Stephen avatar
Written by Stephen
Updated over a week ago

If you get your customers to pay up front for their bookings you can use our credits feature to apply credits to their account, then when their booking checks in or out you can apply a credit or credits to the booking to zero out the cost.

To start using credits add your first credits package to your KennelBooker account. Click the button below to add your first package.

Turn on packages by clicking on the green tick box next to daycare packages. Once turned on - you will see a packages panel appear.

Add your first package by clicking on the [Add new Package] button.

Add a package name, and then set the number of credits for the package, and the price. 

Some facilities offer packages that allow the customer to turn up for as many days of daycare in a 31 day period as they like (if you offer such a service tick the Unlimited Package check box)

You also need to tick if these credits can be applied to what type of booking duration, Full-day, half-day, or hourly.

Once added to the system you can add a package to a customers account, either when adding the booking or after the booking is added to the system.

When adding a Booking

When adding a booking the system will now have an extra step where you can add a daycare package to the booking.

To an Existing Booking

Once a booking is added to the system, if you click into the booking you can add a package of credits to a booking by clicking on the [Add Products] button.

Then select the daycare package from the list that pops up.

Once added to the booking, the cost of the booking will be updated to reflect the additional cost of the package, and the credits will be added to the customers account.

Applying Credits to a Booking

When you go to check-in the booking you will be asked if you wish to use a credit to cover the cost of the booking (if the customer has credits on the account). If a booking is already checked in and then a package is added to the account the system will let you use credits on the booking on checkout.

You can check the number of credits left on the customers account on the customers page, as well as on any booking page.

If a customer ever queries the usage of credits you can see a log of credits added to and removed from a customers account by clicking on the History tab on the customers account.

Add Credits to Customers (without having a Bookings)

From the main menu you can click on the Sales menu item, when you click on the link you will be brought to the sales screen, from here you can add packages (and products if you sell food, toys etc) to a shopping cart.

Once you have add the package to the shopping cart, click on the 'Checkout' button, you will the search for the customer, once you select the customer the Sale will be created and linked to the customer, you can then choose to add a payment against the booking, or you can leave the Sale unpaid and enter a payment record at a later point.

Once the Sale is created the credits will be applied to the customers account.

Unlimited Credits Package

If you have added an unlimited package added to a customers account, if a booking checks-in during the time that the package is valid, credits will be used to cancel out the booking cost.

If you have added a package to an account you can modify the dates that the package was valid from and to, by clicking into the customers History page and expanding out the package.

Locate the package and then click on the Edit button next to it.

In the popup just change the dates as required.

Customers Portal Perspective

When customers use the online booking portal, they will have a similar workflow to, when making a daycare booking they will be presented with the following screen exactly they same as the internal system, if they customer already has credits on their account this step will be skipped.

Credit(s) will then be applied to the customers booking to zero out the booking cost, if the customer does not have enough credits to clear the booking cost they will be asked to pay the balance.

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