Usage group overview

Modified on Wed, Oct 7 at 1:40 PM

Helpdesk Knowledge Base · Petly Plans · Plan Items & Templates

Usage group overview

Updated 2026Applies to: Petly Plans · Plan Items · Usage GroupsReading time: ~2 min

Usage groups categorize like wellness plan items so that when one item in the group is used, the remaining items in the group are automatically marked as used. This prevents a pet from receiving more than one type of service from the same group on a single plan.

Administrator
Example — Radiographs group
Dental Radiographs+Regular Radiographs→Staff uses Dental Radiographs→Regular Radiographs auto-marked used

A plan may include both dental radiographs and regular radiographs — but the pet should only receive one type. Both items are added to the template and assigned to the same usage group. When staff invoices one type of radiograph and synchronization occurs, the other is automatically marked used as part of the group.

Item Groups page

Displays each usage group's title and the number of items associated with it. Administrators can add, edit, or delete groups from this page.

Edit Usage Group page

Used to add a new usage group or edit an existing one. If items are already associated with the group, they are listed below the group title on this page.

Add a new usage group
Edit an existing usage group
Delete a usage group no longer in use
View items associated with a group
Important — deleting a usage groupIf a usage group is deleted, the association between the group and its items is removed. However, each individual item remains on existing wellness plans — only the group link is broken. Items will no longer trigger the automatic used marking behavior for other items in the deleted group.
Add a new usage groupEdit an existing usage groupDelete a usage groupPlan item overview

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article