Plans
Set up recurring plans, included services, usage windows, pricing rules and commercial availability.
What plan records are for
What plan records are for The Plans module organizes recurring offers for tutors, such as monthly plans with included services, allowed quantities and usage rules. What it is for Use this area to add recurring plans, define base price, recurrence, revenue account, included services, usage windows, OR groups and pet-based pricing rules. 🚀 Available guides 1. How to organize plans in PetHub 2. How to add a plan 3. How to edit, deactivate and adjust plan rules 💡 Practical tip Define a simple recurrence and included-service logic before creating many plan options.
How to organize plans in PetHub
How to organize plans in PetHub The Plans list shows recurring plans and helps the team review name, recurrence, base price and commercial status. 🚀 Step by step 1. Open Plans. 2. Search by plan name. 3. Use the recurrence filter when needed. 4. Review plan, recurrence, base price and active status. 5. Open the plan to view overview, services and rules. 6. Use New plan to create a recurring offer. ✅ Expected result You find the right plan and understand its recurrence, price and availability.
How to add a plan
How to add a plan Add a plan to sell a recurring offer with included services, allowed quantity and usage window. 🚀 Step by step 1. Open Plans. 2. Click New plan. 3. Fill in name, base price, revenue account, recurrence and description. 4. Define commercial availability. 5. In Services, add at least 1 service. 6. Set quantity and usage window. 7. Use an OR group when the client can choose between options. 8. In Rules, configure price by size, coat, breed or weight. 9. Finish the record. ✅ Expected result The plan is available for new subscriptions according to its availability.
How to edit, deactivate and adjust plan rules
How to edit, deactivate and adjust plan rules Edit a plan when price, recurrence, included services, rules or availability changes. 🚀 Step by step 1. Open Plans. 2. Search for the plan by name. 3. Open the record and click Edit. 4. Update commercial data and availability. 5. Adjust services, quantity and usage window. 6. Use an OR group when the client can choose an option. 7. Adjust rules by size, coat, breed or weight. 8. Deactivate the plan if it should no longer be sold. 9. Save the changes. ✅ Expected result The plan is updated or inactive for new subscriptions.