Wellness Plans

Wellness plans allow clients to enroll in plans that include a list of services they can redeem over the year. They are charged at a flat monthly, quarterly, or yearly rate.

Wellness plans are not transferable from client to client or pet or pet. A pet can not be transferred from or to another client until a plan has ended or is canceled.

Navigate to Financials > Wellness Plans under Manage on the far left-hand side.

Add New Plan

Select Add New to add a new Wellness Plan.

Complete the required fields.

Review or Edit a Plan

Toggle the plan to make it viewable or hidden.

Select a plan to edit or review the plan.

Refresh the Plan

When the Refresh button is selected, a warning appears.