Pets

How to use it

• Search/scan for a pet, watch for vaccination warning icons, and click through to a pet's profile to manage everything about them.
• Use the Photos column to spot dogs with no photos yet, or to jump into a dog's gallery: click the thumbnails, or View gallery.

How to use it

• Open a pet from the Pets list, then move across the tabs to update details, check their booking and billing history, manage photos and documents, or remove the record.
• On the Gallery tab, Upload photos adds to the gallery. The customer is told automatically, and the upload is recorded in your notifications with your team member's name against it.
• To use a gallery photo as the pet's profile photo, hover it and press the person icon in its top-left corner, or open it full size and press Set as profile photo. The photo stays in the gallery; deleting it later doesn't change the profile photo. Owners can do the same from their own gallery.
• On the Documents tab, keep the pet's paperwork: old paper forms, signed agreements, vet letters and scans. Drag files onto the upload box or press Click to upload (PDF, photos, Word or Excel, up to 20 MB each). On a phone or tablet, Photograph a paper form opens the camera. Each document has View, Download, Rename and Remove, and Download all saves every document for the pet as one zip. Documents are staff only: owners don't see them.
• On the Charges tab, the Account credit bar shows the owner's balance and roughly what their next invoice will be once it comes off. Press Add credit to add credit to the owner's account without leaving the dog; the owner is already filled in. Credit is shared across all the owner's pets.
• In the Groups section of the Pet profile tab (at the bottom of Day to day, after Emergency contacts), choose the pet's default group (the group it starts in every day it's booked), tick Things the team should know (Guarder, No toys or add your own), and add any dogs to keep apart, with a reason. This week shows where the pet has been each day it was booked, so you can spot a dog that keeps getting moved. Groups are staff only.
• Collection & address on the Pet profile tab is where drivers go. It follows the owner's home address when that changes, unless you give the pet a different address here (Use owner address copies it back). If the pin doesn't match the postcode you'll see Check location and a note; correct the address, or use Review on map to move the pin.
• Under Handover on Collection & address, Comes with lists the things a dog can arrive with, such as Lunch, Coat or a lead. Switch on each one this dog brings and press Save; drivers see them on the stop, so they come home again. Add or remove items beside the heading opens the list in Settings › Customers.
• Under Route on Collection & address (staff only), Usual route lists your default routes with their driver. Pick one, choose the dog's place in Stop order, which names the dogs either side (for example 2 · after Rolo, before Gizmo), and press Save route. The dog goes straight onto that default route, just like dragging it on Routes › Default, and the Transport route card at the top shows its new stop. Choose Not on a default route to take it off. A dog has one default route, and a route only appears in the list once it has at least one dog, so create new routes on Routes › Default first. Anything typed in the old Usual route box is kept underneath as Previous note.
• Membership sits at the top of the Pet profile tab. Change beside Fixed weekly days moves the pet to different days, replacing their future bookings on the old days. If the customer has asked for a change themselves, a banner above the card shows the old and new days with Approve and Decline; check the new day has room before approving.

How to use it

• Click a Quick book button on a day to book it instantly for this pet, with no form. To begin with, the left button (a sun) books your Daycare service and the right button (a moon) your Sleepover.
• Each button shows the icon of the service it books, and the Quick book key under the calendar names both services. Hover over a button to check which one it is.
• To change what the buttons book, go to Settings › Service Settings › Quick book buttons and pick a service for each. Any all-day service can be chosen; appointment and time-slot services can't.
• Use the Hide Quick-book toggle to hide the buttons when you don't need them.
• Press + Add Booking for the full window, where you choose a service, transport, recurring options and notes.