Settings holds your business profile, branding, booking rules, notifications, payments and policies. It is All Settings, under Settings & account in the sidebar, and Owner Admins and Admins can open it. To set up your account before you go live, see Getting Started with Account Settings.
Find a setting
Search when you know what you want to change but not which page it is on.
- Open All Settings.
- Type in Find a setting, for example "opening hours". The cards filter as you type, on each card's title, its description and the words the page is known by, so "reminders" finds Notifications. Pages outside Settings that match, such as Team Members, Public Holidays or Breeds, show under Elsewhere in Petboost below the settings cards.
- Select the card to open its page.
- If the page says Nothing matches. Ask Grazi below., select Ask Grazi to ask Grazi what you typed.
Every settings page except All Settings has a Jump to menu for moving to another page. The last card on All Settings, Run an Account Health Check, opens the Account Health Check.
What each card controls
All Settings groups its cards under five headings.
| Group | Card | What it controls |
|---|---|---|
| Taking bookings | Booking Settings | Online booking on or off, instant confirmation, who customers can pick |
| Taking bookings | Duration & Timing | How much notice you need, the gaps between bookings, buffer time |
| Taking bookings | Booking Engine | Which times customers see, who takes each booking, how many pets a day |
| Taking bookings | Automatic Actions | Start, complete, invoice and charge bookings without touching them |
| Messages | Notifications | Every text and email your customers and your team get, and when |
| Messages | SMS | Two-way texting, your dedicated number, text credits |
| Money | Pricing & Payments | Deposits, card fees, bank details on invoices, in-person payments |
| Money | Stripe Payouts | When Stripe pays you, your payout bank account, payout history |
| What customers see | Your Booking Page | Show or hide sections, the questions at the bottom, the order, the page title |
| What customers see | Opening hours | The hours customers see, weekday rates, special dates |
| What customers see | Business Details | Name, phone, email, address, about, badges, announcement |
| What customers see | Branding | Logo, colours, font, photos, social links |
| What customers see | Policies & Paperwork | Cancellation policy, terms and conditions, waiver, vaccination rules |
| What customers see | Fields & Forms | What you must know about a pet and owner before they can book, intake forms |
| Team and account | Roles & Permissions | What each role can see and do |
| Team and account | Trips Booster | Run planning, Magic Optimise, routes and the vehicle log book for visits at the customer's address |
| Team and account | Recommendations | Tools and courses we recommend |
Trips Booster shows only when your business has a service at the customer's address and Trips is switched on for your account.
Publish a change
A change on a settings page waits under Pending Changes at the foot of the page until you publish it.
- Open All Settings and choose the card.
- Make the change. Each change shows as a badge under Pending Changes. Discard Changes drops them all.
- Select Publish Changes.
- If Before You Publish lists services under Also update services, check the ticks before you publish. One group holds services that were following the old value: they still hold the setting you changed, so they start ticked and change with it. Untick any you want to leave. The other group holds services that have their own value: they start unticked and keep it, so tick them only to replace that value.
- Tick the confirmation box, then select Publish Changes.
A setting that each service also has, such as Booking Notice Period, is the default for services you create after the change. Services you already have keep their own copy unless they are ticked under Also update services when you publish. Customers can also have their own notification preferences on their profile. How settings work in Petboost, at the top of All Settings, shows the same three levels: Business Defaults, Per-Service Settings and Customer Preferences.
Pages outside Settings
Some things businesses look for in Settings are elsewhere.
| Looking for | Where it is | Guide |
|---|---|---|
| Your plan, pricing and subscription waiver status | Billing, under Settings & account in the sidebar | Billing Overview |
| Links to your booking page, a service or a package | Quick Copy Links on All Settings, Quick-copy Booking Link on a service, Share Purchase Link on a package | Booking Links & Deep Linking |
| Stripe card reader setup for in-person payments | In-Person Payments on Pricing & Payments | Card Reader Setup |
| Google Ads, Meta and Google Analytics IDs on the booking form | Conversion Tracking, under Advanced options on Marketing & Tracking | Conversion Tracking |
| Rewards for referring other pet businesses to Petboost | Referral Program, under Settings & account in the sidebar | Referral Program |
| Changes to many services, team members or blocked times at once | Tick several on Services or Team Members, or select Bulk Block Time on Team Members or Resources | Bulk Operations |
| Front-desk tablet check-in, booking and walk-in terms | Kiosk Mode, under Quick Copy Links in the account menu at the top of the sidebar | Kiosk Mode |
Settings guides
Each area has its own guide.
Billing and subscription
- Billing Overview: plan comparison, pricing and subscription management
- Subscription Waiver: how to get your plan fee waived (Pro Status)
- Billing FAQ: common billing questions
Booking and customer experience
- Booking Configuration: general booking settings and the customer experience
- Booking Engine: the choices that decide how your days fill up
- Booking Links & Deep Linking: direct links to services and packages
Automation
- Automatic Actions: automatic starting, completing, invoicing and charging of bookings (not on Calendar Lite)
Communications
- Notifications: email and SMS notification settings
Payments
- Payment Settings: Stripe, payment methods and fees
- Card Reader Setup: in-person payments with a Stripe card reader
Growth and retention
- Conversion Tracking: Google Ads, Meta Pixel and Google Analytics IDs on the booking form
- Referral Program: rewards for referring other pet businesses to Petboost
Bulk operations
- Bulk Operations: update several services, team members or blocked times at once
Legal and policies
- Policies & Paperwork: terms, cancellation policies and waivers
- Kiosk Mode: a front-desk tablet for check-in, booking and walk-in terms
Launching
- Launch Wizard: the steps to go live on Petboost
General
- Getting Started: the first settings to set up
- Enterprise Multi-Location: several locations and Locations HQ
- FAQ: common questions about settings