Wellness Plans are currently in closed beta.
Creating a Wellness Plan
Navigate to Admin → Wellness Plans, then select Create a Wellness Plan (or Add New if you already have plans).
Plan creation is a guided flow with multiple tabs. You must complete required fields (marked by an *) before moving to the next tab.
Financing is currently managed separately from wellness plans.
To offer payment plans or long-term financing, set up recurring payments outside of wellness plan configuration. See Recurring Payment Plans for more information. Support for a unified workflow is planned for a future release.
Basic Info Tab
Plan Name: a clear, client-friendly name that appears in client communications and on the Pet Portal.
Plan Description: a brief summary of what the plan includes. Displays below the plan name. Maximum 240 characters.
Product Category (optional): determines how production for wellness plan invoices is categorized in reporting.
Make Species Specific (optional): restricts the plan to a single species.
When enabled, select the applicable species.
When disabled, the plan is available for all species.
Plan Type:
Recurring / Routine-Based: intended for ongoing care plans. Auto-renew may be available during enrollment.
One-Time / Condition-Specific: intended for fixed-duration plans. Auto-renew is not available.
Plan Duration: defines how long the plan remains active after enrollment.
Enter a number and select Month(s) or Year(s).
Renewing a plan creates a new enrollment and does not set up financing.
Select Next Step to continue.
Products & Services
Use this tab to choose which products and services are included in the plan.
Add products and services
Optional: toggle Apply a Uniform Discount to All Items to apply one discount percentage to all Products/Services within the Wellness Plan.
When enabled, enter the Discount Amount (%).
Search for products or services and select Add.
You can include up to 30 items per plan.
As you approach 20 items, you may see a warning recommending fewer items for clarity and manageability.
Bundles can be imported into the plan. Depending on bundle type, some bundles may add as a single line item rather than separate editable components.
If your clinic offers a discount on all products and services when a patient is enrolled in a Wellness Plan; it's recommended to apply a Client Discount to the client profile.
Configure each item
For each item you add, review and update as needed:
Product/Service: the item name. You can reorder items by dragging and dropping (this may affect how it appears in client-facing outputs).
Product Category (optional): select a category for reporting for that item.
Quantity: how many times the client can use the item while the plan is active.
Unlimited: toggle on to allow unlimited use during the plan’s active duration.
Selling Price/Unit: the default price from your product list.
Discount: item-level discount if you are not using a uniform discount.
Free: toggle on to include the item at no charge.
Plan Price/Unit: calculated based on selling price and discounts, or $0.00 if Free is enabled.
Remove: remove the item from the plan.
Review pricing summary
Below the list, review:
Retail Price: total cost of included items before discounts (excludes unlimited items, and free items are not counted).
Plan Price: total after discounts (can be adjusted later in Pricing & Terms).
Product & Service Substitutes
Use substitutes to offer alternatives when an included item is unavailable, without interrupting plan benefits. Substitute item usage will be linked and inherit to it's parent product/service quantity.
Manage substitutions
Toggle Allow Substitutions on to add substitutes.
If toggled off, substitution actions are hidden. Any existing substitutions are removed.
To add a substitute:
Select the add action on the original item.
Search for and select the substitute product or service.
Substitute pricing displays automatically and is not editable.
To remove a substitute, select the remove action next to the substitute row.
Select Next Step to continue.
Pricing & Terms
Use this tab to confirm pricing and client-facing terms.
Retail Price: calculated automatically as Quantity × Selling Price. Excludes unlimited items.
Initial Enrollment Fee (optional): a one-time fee added to the first charge. Set to $0.00 to waive.
Plan Price: the price clients will be charged for the plan.
Final Plan Price: the combined total of plan price and enrollment fee, before applicable taxes.
Apply Tax to Enrollment Fee: toggle on to apply your default tax settings to the enrollment fee.
Apply Tax to Plan Price: toggle on to apply your default tax settings to the plan price.
Add Terms or Disclaimer (optional): text shown to clients when they view or enroll in the plan. Use it for key terms, conditions, exclusions, and other important details.
Select Next Step to continue.
Review & Publish
This tab allows you to review all plan details before saving:
Plan header information, such as species, plan type, and duration
Plan description
Included items summary, including quantities, pricing, totals, and any substitutes
Pricing summary, including retail price, plan price, enrollment fee (if any), and final plan price
Select Save Plan to publish.
Saved plans are set to Active.
Active plans are available for enrollment immediately.
Managing Existing Wellness Plans
Go to Admin → Wellness Plans to manage plans.
Select a Plan Name to open details, or select Preview from the Actions column.
Editing a plans name applies to all active plans. Historical plans (no longer enrolled) will keep the old name.
Update plan information across tabs, then save changes.
Editing items only applies to newly enrolled plans, not currently enrolled plans.
Use the Status control in the plans list to set a plan to Active or Inactive.
Inactive plans are not available for new enrollments.
You can use the Duplicate button within the Actions column to recreate a plan. This can help reduce setup time with plans that are similar but have minor differences.
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