Recipe

Team and operations

Print the run sheet with full notes

The branded run sheet PDF carries every note block in full, with the switches you leave on. It can add each pet's earlier visits too, and team members can print it without prices.

2 min read · Owner or front desk · Running day to day
Open in Petboost

The run sheet PDF from Mission Control carries every note on every booking in full, so it is the one to print when the notes matter.

  1. Open Mission Control and choose the Run Sheet view, where every note on a booking is already open under its card, untrimmed.
  2. If the header shows Compress rather than Actions, select Compress.
  3. Select Actions, then Print Day Run Sheet.
  4. Under Layout, select One card per page or Compressed. Both print the notes in full when their switches are on.
  5. Under Cover page, select Include cover or No cover.
  6. Under Include on the run sheet, leave the Notes switches on: Internal notes, Customer-facing notes, Pet owner notes, Grooming preferences, Quick notes and Last visit. They start on, and the dialog remembers what you leave off.
  7. Select Print. The PDF downloads with those note blocks in full.

Add each pet's history

The History block prints what happened on earlier visits, so a team that writes in Internal Notes sees it on the sheet without copying it forward.

  1. In the same dialog, under History, switch on Include history.
  2. Choose Appointment notes, Timeline entries or both, and how many per pet, up to 8.

They list newest first under the booking's notes, internal notes included. The choice is saved on that device with the layout, and the morning email does not carry it.

Get it by email each morning

At 6:30am, business time, Petboost can email your business address the day's run sheet and text your business number a one-line summary. Nothing goes on a day with no appointments.

  1. Open Notifications. If Daily Run Sheet is not on screen, switch on Advanced options.
  2. Under Daily Run Sheet, switch Email you: daily run sheet and Text you: daily run sheet on or off.
  3. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

The calendar has its own copy. Open the View menu on Appointments and go to Download at the foot of it:

  • Run Sheet PDF opens this same print dialog for what is on screen, with the notes in.
  • CSV of This View is a spreadsheet of the day or week on screen, with columns for grooming preferences, quick notes, customer-facing notes, internal notes and staff notes.

Mission Control has the same Download section in its Day and Week menu.

Check

A team member who does not see your financials gets no Price switch and no prices on the sheet, on the cover page or in the CSV. Only an owner or admin sees the downloads for every future or past appointment.