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If I change the status of an inactive pet or client to active within the PiMS, can I add a plan that same day?
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Can I reinstate a plan after it has been cancelled?
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A pet will no longer take part in the wellness program and the plan status is changed to Do Not Renew. Can the plan be changed back to automatically renew if the client changes his or her mind before the plan expires?
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When adding a plan for a pet, can I change the quantity or type of services and/or products included as base items?
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Can an active plan with monthly payments be changed to one that is paid in full?
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If a transaction failed and the payment was successfully processed on a second attempt, will the unsuccessful transaction remain on each Transaction by Month report?
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What do I do if a plan was added under the wrong pet?
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I cannot find a certain client and/or pet in the application. What should I do?
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When would I change a plan to Do Not Renew instead of cancelling it?
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If a plan item’s description is updated in the PIMS, will it be updated on existing plan templates and individual plans?