Manually Configure the Plan for the Next Renewal Term
Modified on Wed, Oct 7 at 2:20 PM
Manually configure the plan for the next renewal term
Use this guide to manually set up the next term's plan for a pet before the current plan has been completed — specifically when the content of the next term's plan differs from the standard renewal associated with the plan template.
| Term | Definition |
|---|---|
| Active Plan | The currently in-progress plan associated with a pet. |
| Activate Renewal Plan | Starting the next term's plan. This can happen automatically on the renewal start date, or manually by an administrator or manager if the plan should start early. |
| Change Plan | The action of updating the current active plan. |
| Configured Renewal Plan | Generating the next term's plan. This happens automatically 60 days before the current plan's end date, or manually when the renewal plan will differ from the standard template renewal. |
| Renewal Plan | Any plan after the initial enrollment plan. |
No payment is charged when a plan is configured. Plan payments will remain on the expected schedule.
When a plan is configured, the content is based on the master template — not what the current plan includes for the pet.
A configured renewal can be changed up until the point where the existing configured renewal has an associated payment.
If a plan is set to Do Not Renew before the 60-day automatic configuration, Petly Plans will not automatically configure the next term's plan.
If a renewal plan has already been configured before the 60-day window, Petly Plans will ignore it during automatic configuration.
Once a renewal plan is configured, the currently in-progress plan can no longer be changed.
To remove a configured plan, contact Petly Plans Support at 844-878-3738.
Search for and select the pet for which you are manually configuring the next term's renewal plan.
From the Client Summary page, go to Plan Administration → Configure Renewal Plan.
Click the name of the current plan to keep the same plan type with modifications.
Choose Different Plan Type, then click the plan type to renew to on the Renewal — Choose a Wellness Plan page.
Click Add to the right of each available item to include on the renewal plan.
Remove to the right of any item added by mistake before proceeding.Proceed to the Options step.
- Select
Paid in Fullif the client will be charged the entire amount on the plan's scheduled start date. - In the
Notesfield, type any additional information staff should be aware of about this plan.
- Select an existing payment profile, or
- Click
Add a New Payment Method, add the profile, and select it on the Renewal — Choose Payment Method page, or - Select
Skip adding a payment profileif a payment method should not be assigned at this time.
Verify all renewal plan information is accurate. Use the Back button to navigate to any previous step to make corrections.
If your practice uses the Performance Tracking feature, click the drop-down in the Assign Points area and select the staff member who will earn points for this configured renewal. Leave the field empty if no one should receive credit.
Click Print Agreement to view the healthcare agreement and close the tab when finished. Then click Close to view the manually configured renewal plan.
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