Dashboard

How to use it

• Sign in. The wizard opens by itself while your daycare has no owner or no pet.
• Your look (optional): upload your logo, choose a colour and press Looks great, next — or Skip this step.
• Your first owner: fill in name, email and home address and press Save and add their pet. Tick the invite only if you want them emailed now.
• Moving from another system? Press Import a file on the owner step to upload a CSV or Excel export instead.
• Their pet: add a name, breed and boy or girl, then press Add.
• Tap a step in the tracker at the top to go back to it.
• To come back later, choose I'll do this later, then press Carry on in the Finish setting up banner whenever you're ready.

How to use it

• Use the arrows to move between months; Go to today jumps back to the current date.
• Click a day to expand its detail list (on mobile this opens below the calendar).
• Check the key for what each row and status icon means (confirmed, declined, pending, has notes, etc.), plus the day markers: Full when any service is marked fully booked that day, Closed for one you are shut.
• Use Fit calendar to screen / Expand calendar to fit content to control density.
• At the foot of a day's panel are three controls. Fully Booked and Stop requests each open a list of your services to tick, and each tick saves straight away. Fully Booked is the soft one: customers booking a ticked service are told it's full and their booking arrives pending for you to approve. Stop requests is firmer: customers can't book or request a ticked service that day at all. Services you don't tick book as normal. Closed covers the whole day: a bank holiday or a training day, and owners can't book it at all.
• Switch Closed on and a reason box appears beside it. Type "Bank Holiday" or "Staff training" and it saves as you click away; leave it blank and the day simply reads "Closed". To plan several ahead, use Settings › Operating Times › Closure dates instead.
• A booking's transport icon shows how far through the day the dog is — collected on the morning run, then dropped off home. Hover it to see which driver confirmed that leg and at what time (for example "Collected by Sam at 08:42").
• A booking that spans several days — a boarding, or any date-range service — shows the whole stay rather than one date. The day panel carries a badge reading, for example, "12 → 19 Aug", marked "arrives" on the first day and "goes home" on the last, with the full range and night count on hover. Your customers see the same span in their own portal, so a day in the middle of a stay no longer shows them the date the dog arrived.

How to use it

• Open it at the start of the day to see headcounts and who is in for what.
• Use it as the run sheet for the team.
• Use the Service / A–Z switch next to Create Booking to group pets by service (with a heading per group) or show one alphabetical list. It follows whichever filter chip is active.
• Press the envelope on a booking to read the customer's note for this day and leave a Daycare reply of your own, which the customer sees on their booking. Both are saved for the day you are viewing only — on a boarding, each day of the stay holds its own notes and the other days stay clean. Your note never overwrites what the customer wrote; the envelope is amber when this day has either.
• On a phone, each row also has a pencil button that opens the booking editor directly.
• If a booking has a one-day collection or drop-off address, the row shows it in amber under the usual address, for example Today: Collect from 12 Worple Road, SW19 4JS.
• You can leave it open all day. It fetches the day again when you come back to the tab and every three minutes, so bookings made or cancelled elsewhere show up on their own, and if you're viewing today it moves on to the new day after midnight.
• On a phone, a headcount row under the filter chips shows how many pets are in for each service (for example "7 Daycare · 2 Sleepover"), and each group heading shows its count.

How to use it

• Open Dashboard › Calendar and choose the Schedule tab. Use the Week / Day switch to see seven days or one, the arrows to move a week or a day at a time, and the date between them to jump back to today. Clicking a date in Week view opens that day on its own.
• Each service has its own box in the All day band, so on a day with Daycare and Half Day Daycare you'll see two boxes, each listing its own dogs. On a busy day the box shows the first few names and then "+N more".
• Click any box or block to open a side drawer listing every pet in that group, each with a Day Note and an Edit action.
• Day Note saves a Daycare reply (shown to the customer) for the day column you opened. On a boarding it applies to that day only, and the customer's own note for that day is shown read-only above it so it can't be overwritten.
• Under the calendar, Calendar display sets how many names each service box lists (5, 8, 10, 15, 20 or All) and the text size of the boxes (Small, Medium or Large).

How to use it

• Turn it on in Settings › Register. Until you do, the page says the register is switched off.
• Open Dashboard › Register. The three counts at the top are In our care, Expected and Gone home.
• Press Check in when a dog arrives and Check out when it leaves. Made a mistake? Press Undo beside the dog.
• On a phone, tap a count to see that list. On a computer, all three lists sit side by side.
• If you use drivers, a collected dog moves to In our care with an On van badge. When the van gets back, press Van arrived to check in everyone on it. Press Van left to check out the dogs on a saved drop-off route.
• For a dog with no booking today, search under Add a dog with no booking. It's checked in straight away and marked Walk-in.
• If a dog appears under Not checked out, it's still marked as here from an earlier day. Check it went home, then press Gone home.

How to use it

• Go to Dashboard › Groups (next to Daily). The first time, press Create your groups, or Manage groups, and add your own, for example High energy, Medium energy and Low energy. Each group has a colour, a Default Location (such as Woodland field), Max Pets and a position you can move up or down.
• Switch to Default groups to put every dog on your books in its usual group: drag dogs from No default group into a column. The red badge on the tab counts the dogs still without one, and Find a dog filters every column. You can also set a dog's default group in the Groups section of its Pet profile.
• While you're in Default groups, choose each group's Default staff: one or more people who normally look after it. They carry over to every day.
• Back on Day's groups, pick the day with the arrows or the calendar. Every dog booked that day appears, sleepovers included, already in its default group. Dogs without one sit in Not in a group on the left; press the double arrow to minimise that panel and give the groups more room.
• Drag a dog to another group to move it for that day only. Its card then says, for example, Default: Medium energy, so you can see it has been moved. Reset to default groups (the circular arrow) puts everyone back.
• Each column shows who's on it, with their photo: the group's default staff, marked Default, until you pick different people for that day. You can choose several people, and the list shows who's on the rota that day first. Use default staff undoes a change. Below the name are the location and a note for the team; click the note to edit it in place.
• Keep an eye on the count. When a group reaches its Max Pets it turns amber (Full), and red when it goes over. It's a guide and never stops a booking. If two dogs you keep apart end up in the same group, the column shows a warning.
• Press Send to team when the day is ready. Everyone on a group gets a notification with their group, how many dogs and where. For anyone with the Staff Portal it opens Your group today there: their dogs, each dog's flags and the note from the office, and tapping a dog opens its page, with care notes, photos and the owner's messages. Everyone else is taken to the Groups board. If you move a dog after sending, the people on both groups are told.
• What each person sees depends on their role. Admins, Managers, Billing and Auditors get the whole board. Someone whose role is Staff (or a Driver or Service Provider who opens the admin portal) sees only the groups they're on for that day, whether picked for the day or as the group's default staff: the dogs, their flags and the note for the team, under "The groups you're on for this day". They have no Not in a group panel, Default groups, Manage groups, Reset or Send to team, and Print prints just their groups. On a day they're on no group, the page says so.
• Press Print for one A4 sheet for the whiteboard: a column per group with the people, location and note, each dog's flags and a tick box per dog.
• Click a dog's photo on the board to open its quick profile without leaving the page.

How to use it

• Use it during pickup/drop-off windows to watch progress in real time.
• The map updates live as driver locations come in.
• Tap a route's coloured initials above the map, or the eye icon on its sidebar card, to hide it from the map; tap again to bring it back. Hidden routes stay listed (dimmed) in the sidebar.
• Click a route's header in the sidebar to minimise the card to one line — the route stays visible on the map.
• Use the Morning Pickups / Evening Dropoffs tabs to switch direction; hidden routes reset when you switch.
• Stops are shown in the same order as Routes → Daily and the driver app, so all three always agree. See Routes → Daily routes for how evening drop-off order is decided.

How to use it

• Choose a pet — search by pet or owner name, or tap one from the Most booked grid. Use Change to switch pets later.
• Pick a service from the Service dropdown (daycare, sleepover, and so on). The booking can't be saved until a service is chosen — Add booking stays greyed out with a reminder — and the rate updates to match.
• If the service is sold in sizes (a Full Groom in Small, Medium and Large, say), pick the size. It sets the price and, for an appointment, how long the booking holds the diary. Genera suggests the size the dog had last time.
• If the service is an appointment or has set times, pick an available time. Appointment slots already taken are greyed out, since each slot only takes one pet; set times show how many places are left. All-day services like daycare skip this step.
• Set transport with the two toggles: collect from home and drop off at home. The collection and drop-off windows come from your Operating Times settings.
• Add an optional Day note for the team, then press Add booking. The note is saved against the date you are booking — on a repeating schedule it applies to the first date only, not to every occurrence, and it never appears on an invoice.
• To repeat the booking, switch the Booking type to Recurring and set a Start date.
• Under Repeats, choose Weekly or Fortnightly. Weekly is the default. Fortnightly runs the booking every other week, and the start date decides which alternate weeks it lands on for the life of the schedule.
• Under Repeats on, tap every weekday it should run — Mon, Wed and Fri, for example, is one schedule covering all three days. The weekday of the date you picked is already selected, so a simple once-a-week booking needs no extra clicks.
• The line underneath spells the pattern back to you — "Books every Monday & Friday", or "Books every other Monday & Friday" — so you can check it before saving.
• Turn on Set an end date to stop the schedule on a given day, or leave it off to run until you cancel it.
• The total at the bottom shows the cost for one run of the schedule across the days you have chosen (three daycare days at £25 shows as £75). It reads Weekly total on a weekly schedule and Fortnightly total on a fortnightly one, so it always matches what the customer is actually charged each time.
• To put the booking on a membership, choose the plan under Membership plan (only shown if you have plans set up — Manage plans takes you to Finance › Memberships). The picker then limits you to the number of days the plan covers, the chosen days turn purple, and the total reads Covered by plan because those days are billed by the membership rather than per day. Membership schedules are always weekly, so the Repeats choice is hidden.
• Weekdays you are closed, or that the service does not run on, are greyed out in the picker so they cannot be chosen by mistake.
• Use Override price to charge a one-off rate instead of the service default.
• For someone who isn't a customer yet, switch to the Meet & Greet tab and fill in the date and time slot, pet name, address (search to auto-fill or enter it manually) and owner name, then press Create meet & greet.

How to use it

• Use search to reach a record fast — arrows to move through results, Enter to open, Esc to close.
• Open the bell for a quick look, or choose View all to open the full Notification Centre.

How to use it

• Filter to Unread or a specific type to focus, action approvals inline, and use Mark all as read to clear the count.
• Disabled notification types (set in Settings › Notifications) are hidden automatically.