2026 How to enroll a pet in a plan

Modified on Mon, Jun 29 at 3:27 PM

Use this step-by-step guide to enroll a pet into a Petly Plans preventive care plan. Once logged into the Petly Plans software, follow these steps to ensure every pet is getting the very best care.

StaffManagerAdministrator

Plan status indicators

Green dot under the pet's name indicates the pet is currently enrolled in an active plan.

Red dot under the pet's name indicates a cancelled plan or on-hold status. The pet is not eligible to use plan services.

Steps to enroll a pet

Find the pet and select a plan

Search by pet name, owner name, or patient ID

Find and select the pet

Search for the pet

Search by pet name, owner name, or patient ID number.

Select the correct pet and owner combination

Confirm the pet species, breed, plan status, and owner name before proceeding.

Click +Add plan

Click +Add plan to begin the enrollment process.

Choose and customize the plan

Review and select the best plan

Click Base Items on any plan to expand a high-level list of included services for easy comparison. Select the plan that most closely meets the pet's needs, then click the green button for that plan.

Tip:Additional services can be added in the next step.

Customize the plan

Click +Add to include an additional service and adjust the quantity as needed. Items are added to the Added Items section and the cost is recalculated automatically. Click x Remove to remove a service if needed.

Tip:Choose items based on the best medical interest of the animal.

Review fees and set plan options

Review all costs with the pet owner before proceeding

Review fees with the pet owner

Review the plan fees

Review the fees in the header ribbon at the top of the page with the pet owner. Use the example below as a reference:

Fee type	Example amount
Initial (enrollment) fee — one-time	$99.95
Monthly plan fee	$39.95
Added items (monthly)	$3.25
Due today	$143.15

Note:All subsequent months will only include the monthly fee plus added services. The Payment Information section on the Review page outlines each payment and processing date.

Click Options

Once fees have been reviewed, click Options to proceed.

Configure plan options

Set plan options as needed

Select any applicable options for this plan:

Start date

Defaults to today. Can be backdated up to 48 hours for pet owners considering enrollment.

Multi-pet discount

Enter a positive dollar amount to apply a discount on the initial fee for multi-pet households.

Paid in full

Mark this option if the pet owner is paying the full plan cost upfront.

Waive initial fee

Mark this option if the enrollment fee is being waived.

Notes:Add any information other staff members should be aware of in the Notes field. Staff access users may require an administrator override to change certain options.

Click Payment

After selecting all needed options, click Payment to proceed.

Add payment method and complete enrollment

Collect payment information and finalize the plan

Add payment method

Add a payment method

Click +Add A New Payment Method and complete the payment information form.

Recommended: Collect two forms of unique payment

The primary payment method should be achecking account (ACH draft)ACH requires a voided check on file with the signed healthcare agreement.
If a debit or credit card is used as the primary method, your practice may charge a processing fee.
If the entered address does not match the card or bank account address, anAVS Mismatchbox may appear — ask the pet owner where the card or bank statement is mailed.
The fields for Company, Country, Phone, and Fax can be left blank.
Your practice settings determine which credit card types are accepted.

Click Review

Once the payment section is complete, click Review.

Review and complete

Review the plan with the pet owner

Review each section to ensure accuracy and confirm the pet owner understands the plan and payment details.

Note:If the payment profile is flagged as "Held for Review," the plan will be created but payment will not process until the transaction is approved by your administrator in Authorize.Net.

Click Complete

Click Complete to finalize the enrollment.

Print and sign the Healthcare Agreement

Required — must be completed before the pet owner leaves

Print two copies of the Healthcare Agreement

Click Print Agreement and print two copies — one for the practice and one for the pet owner.

Review key points with the pet owner

Review the following before having the pet owner sign. The pet owner mustinitial page 1 and sections 3 and 4 on page 2, then sign the agreement.

This is not health insurance or property insurance.

There is a nonrefundable membership fee.

The plan will automatically renew each year.

Items in the plan are administered based on the best medical interest of the animal.

Payment is drafted on the 20th of every month.

Cancellation requires written notice 30 days in advance.

If cancelled before year end, the pet owner is responsible for the full cost of any services performed but not yet covered by payments made.

File the signed agreement

Keep a signed copy of the healthcare agreement onsite at the practice for a minimum of two years. Your management team will advise where to store the contracts.

Other helpful resources

Add a payment profile Choose a payment profile for plan payments Update a payment profile Cancel a plan

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10527-00 Petly Plans_HowtoGuide_EnrollaPet_final.pdf
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