Getting started

Setting up Genera, with Becks

Becks from our team shows you round, one step at a time. Watch the whole thing now, or come back to the short videos below as you get to each step.

The full walkthrough · 18 min

One step at a time

Each of these is a minute or two, so you can watch the one you need and get straight back to it.

30 sec

Make it look like yours

Your logo and colour on the portal your owners use. You'll find it in Settings, under Account, then Branding.

2 min

Adding a service

Daycare, sleepovers, grooms and anything else you offer. Go to Finance, then Plans & Pricing, and click Add Service.

30 sec

Getting paid

Connect Stripe or GoCardless, or add your bank details if your owners pay by transfer. It's all in Settings, under Payments & Integrations.

1 min

Bringing your owners across

Add owners one at a time, or import your whole list from a spreadsheet. Then invite them to the portal when you're ready.

1 min

A dog's profile

Everything about each dog in one place: their bookings, feeding, vet and emergency contacts, vaccinations and records.

1.5 min

Accepting bookings

When an owner asks for a day, you accept it, or decline it with a reason they'll see.

1.5 min

Your bookings at a glance

The monthly summary, recurring bookings, day notes, and the log that shows who changed a booking and when.

1 min

Memberships and pricing

Monthly or weekly memberships, prices that drop the more days a dog comes, and a dog's own agreed rate.

Stuck on something?

Use Get Support, the life-ring icon at the top of every page in Genera, or email help@generasoftware.com. A person will reply, usually within a day.