Health Board

Cards move between columns on their own as customers book or drop off. Only users with the Owner Admin or Admin role can open the board, because it shows business-wide revenue and per-customer spend.

Open the Health Board

The board is not calculated until you ask for it.

1. Open Health Board.
2. The first time, select Open Health Board.

This browser then remembers that you have opened the board and loads it straight away each time after. Above the columns, cards show your Customers, your revenue over the last 12 months, the share that is Healthy, and the revenue at risk and lost for the period you choose: Weekly, Monthly, Quarterly or Yearly.

What the board reads

The sales columns read unfinished profiles and abandoned bookings, including existing customers who started a booking while signed in. Each abandoned-booking card shows the booking-form step they reached and the services they chose.

The other columns read your appointments from the last 12 months, plus anything booked in the next 30 days. Spend figures and visit counts are bounded by that window, which is why the board labels them "last 12 months".

Archived pets and pets marked as deceased are left out.

The columns

The first three columns are the sales lanes. The last four are the health lanes.

An existing customer with an abandoned booking sits in Abandoned (Existing), not in a health column, until that booking is finished or cleared.

Abandoned-booking cards show the funnel step, for example Searched availability, and Booked for with the service names they chose. When a recording of the session was captured, the card's detail view also shows X-Ray this booking. See Watching an unfinished booking.

What moves a customer between health columns

Petboost works out each household's usual gap between visits from their own history, then measures them against that gap rather than against a single number for everyone. A weekly daycare dog and a twice-a-year groom are judged differently.

A customer moves to At Risk once they are 2.5 times their usual gap overdue, and to Potentially Lost at 5 times. At Risk never triggers earlier than 21 days overdue and Potentially Lost never earlier than 45 days, so a weekly customer is not flagged after one missed week.

If a household has too little history to work out a gap, Petboost falls back to 60 days for At Risk and 120 days for Potentially Lost.

A customer lands in Spending Less when their spend over the last 90 days is at least 30% below their spend over the 90 days before that. This needs at least two visits to calculate.

A booking on the calendar overrides the health columns: a household with an upcoming appointment sits in Active & Healthy no matter how long the gap since their last visit. An abandoned booking still overrides that and keeps them in Abandoned (Existing) until the draft is finished.

A household whose only visit was within the last 45 days, with nothing booked since, stays in Active & Healthy and is marked as not rebooked yet.

Each card in the three problem health columns carries a short reason, such as "usually monthly, last seen 94 days ago".

Follow up one customer

Select a card to open its detail view.

1. Open Health Board and select a customer's card.
2. Select Call or Email to contact them, or View Profile to open their profile.
3. Select Mark contacted once you have been in touch, or Snooze 7d to set them aside for a week.

The card then shows Contacted or Snoozed, and a snoozed card drops to the foot of its column. Select Contacted · clear or Snoozed · clear to undo it. Both marks are kept in this browser only, so the rest of your team does not see them.

Email a whole column

Each column can open a bulk email addressed to every owner in it, with a subject already filled in.

1. Open Health Board.
2. Open the menu at the top of the column, then select Email these owners.
3. Every owner starts selected. Untick anyone to leave out, then select Open Default Email.
4. Edit the email in your own email client and send it.

Petboost does not send these. The email opens in your own email client, addressed to your business email with the owners on BCC, so no owner sees another's address. Owners with no email address on file are left out, and a column with none shows No email addresses. Sending a column email needs the Owner Admin or Admin role.

Sort, filter and export

Sort the health columns by Recoverable value, Last visit, Household spend or Pet name from the sort menu above the board. Recoverable value is what that household would normally spend in a month at their usual booking rate, so the sort puts the customers worth chasing first. The abandoned columns stay ordered by the most recent drop-off, and Unfinished Profiles is ordered by pet name.

Filter the board by animal type, No card for households with no card on file, or High spend for the top quarter of households by spend. Clear removes the filters. The search box matches pet names, owner names, breeds and the services on an abandoned booking.

Each column shows up to 40 cards. To see the rest, select Show all at the foot of the column, or Open as list in the column's menu, to open the full list as a table.

To export the whole board as a CSV, select Export. To export one column, select Export column in its menu. Both need the Owner Admin or Admin role, and the export includes the funnel stage and the services they were booking.