Breakfast at 7:30, meds at midday, dinner at 5, a nature walk somebody paid for, a bath on the day Biscuit goes home. On paper that is a pen sheet on a clipboard. In Petboost it is Rounds & Tasks, in the sidebar menu: every pet in at each round with the form to fill for it, and every task for the day, in one list.
It shows in the menu once your business sells stays or has a team form due Every day or When needed.
A round is a time your team goes round every pet. A task is something to do that is not a question on a form. Neither takes a slot, and nothing in Rounds & Tasks messages a client.
Set your rounds once
Every team form on a round is due at the same times, so a later dinner in winter is one edit, not one per form.
- Open Settings, Rounds.
- Rename the four the Rounds card starts with, Morning, Midday, Afternoon and Evening, to the words your team uses, and delete any you do not run.
- For each round, set an optional time and which animals it is for: All animals, Dogs, Cats or Other animals.
- Select Save rounds.
A stay service with nothing saved puts its pets on every round, skipping a round before check-in on arrival day and after check-out on departure day. To change that, open the service, choose Duration & Timing, and set the Care schedule in its Rounds & Tasks card. Any other service joins no round until you switch one on under Rounds this service joins.
Put the daily log on the rounds
A round on its own is a time. The form is what your team fills at it.
- Open the team form from Fields & Forms and choose the Settings tab.
- With Every day chosen under Frequency, choose Use the business rounds under Times each day.
- Untick any round the form is not due at.
- Select Publish Changes.
The Daily stay log template, and Daily stay log (cats) for a cattery, already know which question is feeding and which is the health check. That is what lets the list raise Not eaten with the hours, and Needs attention when a check says Requires attention. A form you write yourself gets the same once you set Used for on each question in Builder.
Check
No team form yet? Team forms: SOAP notes, daily logs and report cards your team fills in starts one from a template in a few clicks.
Work the day
The list opens on today, grouped by round. The round due now is open at the top, under Overdue if anything was missed; later rounds sit closed below with how many are done.
- Open Rounds & Tasks.
- Beside Group by, choose Everyone, or Just me for your own work.
- Under Up next, select Start round. The form for the first pet opens, and each save opens the next pet still to fill.
- On a task, tap the circle at the start of the row to mark it done. Tap it again to undo.
Mark all good fills every answer with its best option, for you to change any that are not. Just me needs your login email on your team member; until it is, an owner or admin sees Link my login. A tablet opens on Grid, the pen sheet on screen, once you have rounds, and a phone opens on List.
Tip
Want paper too? Actions, then Pen sheet, prints one page per round with every pet by room and boxes for Ate, Poo and Meds given. A pet already filled in prints its answers instead of empty boxes.
Turn extras and routines into tasks
An extra becomes a task only when you say how it is delivered, so a grooming surcharge never clutters the list.
- Open the extra from Services and choose Duration & Timing.
- Under Delivered as, choose Once per stay, Once per day, A number of times per stay or Times a day.
- Choose What kind of job, and optionally a Round or a Time, then select Save.
Routines that are nobody's extra, such as a bath on departure day for stays of five nights or more, are Task rules in Settings, Tasks, written as a sentence. One-off jobs, for a pet or for the business, are Add task, from the list or from a booking's Manage menu.
What the client gets
At check-out, Petboost puts one stay summary on the client's booking: the answers they can see, day by day, the photos, the weight in and out, and the extras delivered. It never shows a price and sends no message of its own. Anything on a form marked Business Only stays with your team. To stop it, switch off Share a stay summary at check-out in Settings, Rounds and select Save rounds.
To see the rounds on the calendar as well, Hide done rounds on the calendar takes a minute.