Watch How Petly Plans Works For You

The Performance Dashboard

Want to know how your practice is doing with Petly Plans? The dashboard gives you an at-a-glance summary of performance and activities to-date.

Enroll a Pet

Seamlessly access your client and patient information through Petly Plans unique integration with your practice management software. Simply find the patient and select “Add a Plan” to enroll in a new plan.

View Plan

Easily search by pet name, client name or client ID to quickly view an in-progress plan including client/pet information, plan status and usage.

Transaction Details

The transaction report allows you to view client transaction details, information for the payment method used, and each payment associated with the transaction.