# Petboost Academy > Craft and profit for Australian pet-care businesses. Decision guides that take a position on the calls an operator has to make, and the product guides that show where to set them in Petboost. Covers grooming, boarding, daycare, training, puppy school, walking, sitting and multi-service operators. ## Lessons - [1. Getting started and going live](https://academy.petboost.com/lessons/getting-started-and-going-live/): Work down the Setup list, test it without a real client seeing anything, then switch over without messaging everybody by accident. - [2. Schedules and Sessions, part 1 - hours, one-off days and public holidays](https://academy.petboost.com/lessons/schedules-and-sessions-team-hours/): A schedule is the days someone works. A session is a block inside those hours where appointments can start. A day can be switched on and still offer nothing. - [5. Services and add-ons, without confusing the client](https://academy.petboost.com/lessons/services-and-add-ons/): Two settings decide how your booking page reads. The service type, which cannot be changed later, and whether an add-on is paired to a parent service. - [6. Booking rules: prerequisites, eligibility, notice and cancellations](https://academy.petboost.com/lessons/booking-rules-and-eligibility/): A rule set once and forgotten is still running. Three tabs on the service decide who can book, how far ahead, and what a late cancellation costs. - [8. Making a booking, from one dog to a nineteen-night stay](https://academy.petboost.com/lessons/making-a-booking/): One booking holds a card per pet, and each card holds that pet's services. The switch at the top of the form decides whether Petboost picks the time or you do. - [9. Recurring bookings, from the first one to the last](https://academy.petboost.com/lessons/recurring-bookings/): One pattern creates the whole run, and one optional date decides whether a break is a pause or an ending. Changing the days replaces the series rather than editing it. - [10. Editing a booking, and changing prices on bookings you already have](https://academy.petboost.com/lessons/editing-a-booking-and-price-changes/): A price rise moves your catalogue. Bookings already in the diary keep the price they were confirmed at until something moves them, and by default nothing does. - [11. Notifications: what the client gets, what you get, and when](https://academy.petboost.com/lessons/notifications-explained/): Messages do not have a switch each. They follow a handful of switches, and the row tells you which one. The timing is yours to set; the wording of the reminder is not. - [12. Terms and waivers: upload them, collect them, prove who signed](https://academy.petboost.com/lessons/terms-and-waivers/): An agreement is stored on the client's account against the exact document they read, which is why replacing that document asks everybody again. - [13. Intake forms, from the first question to the answer you needed](https://academy.petboost.com/lessons/intake-forms/): Where a form is attached decides who gets it. Where the answer lands decides whether anyone ever reads it. - [14. Adding a customer fast, and the number that already exists](https://academy.petboost.com/lessons/customers-and-pets/): A phone number sits on one profile at a time. Almost every "they already exist" message ends at a profile you cannot see, or at a partner who needs their own number on the same account. - [15. The client's side, from sign-up to cancelling](https://academy.petboost.com/lessons/the-clients-side/): You cannot see the screen a stuck client is on, which is most of the problem. Simulate puts their booking form and their profile in front of you, against your own live settings. - [16. A day in Mission Control: check-in, the run sheet and Ready to Pay](https://academy.petboost.com/lessons/a-day-in-mission-control/): Ready to Pay is a status, not a payment screen. Every card on the board moves one column to the right, and the way back is on the card rather than the board. - [17. Checkout, receipts, refunds and credits](https://academy.petboost.com/lessons/checkout-receipts-refunds-and-credits/): The method you pick at checkout decides how you undo it later. A card charge refunds, a payment you marked yourself un-marks, and an unpaid invoice voids. - [18. Getting paid: Stripe, the card reader and your payouts](https://academy.petboost.com/lessons/getting-paid/): Stripe is not optional on a paid plan, and the payments page does nothing until it is connected. The reader, the payout report and the two fee lines all hang off it. - [19. Deposits, holds and card on file: which one do you want](https://academy.petboost.com/lessons/deposits-holds-and-card-on-file/): A deposit is charged when a booking is made, online or by your team. A hold is placed 72 hours before and charged after, which is why it reaches clients who pay you in person. - [20. Packages: sell one, spend the credits, fix a balance](https://academy.petboost.com/lessons/packages-sell-apply-and-fix/): A package balance is held on the owner's account and stamped with the location that sold it. Those two facts settle most package questions. - [22. Team members, roles and permissions](https://academy.petboost.com/lessons/team-members-roles-and-permissions/): Four roles decide which pages someone opens and whether money shows on screen. None of them narrows the calendar to one person's own bookings. - [23. Reporting: settling the day, the fees, and who is overdue](https://academy.petboost.com/lessons/reporting-and-reconciliation/): Day View splits a day's takings by how each payment arrived, so the drawer and the screen agree. Matching a month to the bank is a different job, and it uses a different number. - [24. Your own number, bulk SMS and emailing your list](https://academy.petboost.com/lessons/messaging-sms-and-email/): Reminders already go out on your plan. Your own number, replies and bulk sends are the Communications Booster, and a bulk send only ever counts the clients who opted in. - [25. Notes, alerts and report cards: what the owner sees](https://academy.petboost.com/lessons/notes-alerts-and-report-cards/): A booking carries three separate note boxes and only one of them reaches the owner. The report card is built from that one, and from the photos attached to it. - [26. Courses and classes end to end](https://academy.petboost.com/lessons/courses-and-classes-end-to-end/): A template decides the shape, a course is one intake of it, and the two are edited in different places. That split explains most course questions. - [27. Calendar views and the shape of your day](https://academy.petboost.com/lessons/calendar-views-and-the-shape-of-your-day/): Group By decides what the columns are, Stack Mode decides whether there is a clock at all. Most "my calendar looks wrong" is one of those two. - [28. Finding anything, and changing a lot of it at once](https://academy.petboost.com/lessons/finding-anything/): A pet that has vanished is almost always archived. A grid that looks short almost always has a filter on. Both leave a mark you can read. - [29. Your Petboost bill, and why it changed](https://academy.petboost.com/lessons/your-petboost-bill/): Your plan is one line. Power-ups are billed on top of it and cancelled separately, and messages are counted by what sent them. - [30. Data in and out: checking a migration, and taking it with you](https://academy.petboost.com/lessons/data-in-and-out/): An import marks itself done from a flag, not from a headcount. Check the four things a migration usually drops before you go live on it. - [31. Trips: pick-ups, drop-offs and the day's route](https://academy.petboost.com/lessons/trips-pickups-dropoffs-and-the-route/): Trips shows one stop at a time on purpose. Optimise reorders the run, and the log book turns the kilometres into a BAS number. - [32. Your booking link, Showcase page and QR codes](https://academy.petboost.com/lessons/booking-link-showcase-and-qr/): You have two links, not one, and they are for different people. Everything else is a way of putting one of them somewhere. - [33. Get found: Google reviews and the marketing tools](https://academy.petboost.com/lessons/get-found-reviews-and-marketing/): A review request goes out from the booking, pointed at your own review link once it is in. The health board says who to chase, and Social Studio makes the post about it. - [34. Attributes, tags and custom fields](https://academy.petboost.com/lessons/attributes-tags-and-custom-fields/): An attribute can change a price, a duration or a place. A tag cannot. Picking the wrong one is why a note never reached the booking. - [35. Kiosk and the counter: check-in, retail and a quick sale](https://academy.petboost.com/lessons/kiosk-and-the-counter/): Kiosk mode hands the iPad to the client. Products are thin on purpose, and a quick sale is an invoice with no booking attached. - [36. Multi-location and organisations](https://academy.petboost.com/lessons/multi-location-and-organisations/): A second site is a second business account with its own calendar, team and clients. One thing sits above them both, and it is the bill. - [101. Style memory: what the last groomer wrote, and where it lives](https://academy.petboost.com/lessons/grooming-style-memory-and-preferences/): A style saved on the booking is gone by the next one. Three cards on the pet hold the cut, the coat and the handling, and whoever is on the table next reads them without asking. - [102. Coat condition and matting, priced at the booking rather than at the door](https://academy.petboost.com/lessons/coat-condition-and-matting-at-booking/): A matted dog takes longer and costs more, and both of those can be on the booking before it is made. An attribute with properties does it; a tag cannot. - [103. Rooms, kennels and pens as resources](https://academy.petboost.com/lessons/rooms-kennels-and-pens-as-resources/): A pen is a resource with its own capacity, and the booking engine ignores it until the stay service says it needs one. That one setting is why a suite for four takes a fifth dog. - [104. One stay, booked and priced end to end](https://academy.petboost.com/lessons/a-multi-night-stay-priced-end-to-end/): Nineteen nights over Christmas, from the check-in time to the number on the invoice. One worked stay, in the order the screens come at you. - [105. Feeding, medication and belongings on a stay](https://academy.petboost.com/lessons/feeding-medication-and-belongings-on-a-stay/): Three different things are written down before a stay, and they belong in three different places. The one that has to be true every time does not belong on the booking at all. - [106. The temperament test as the gate](https://academy.petboost.com/lessons/the-temperament-test-as-the-gate/): The test is a service that locks another service, so it is set on the service rather than on the dog. It also never reaches the calendar, which is why nobody can find it. - [107. A daycare day and a groom, in one visit](https://academy.petboost.com/lessons/daycare-and-a-groom-in-one-visit/): Two services on one pet card is one booking. Two cards is two bookings for the same dog on the same day, and that is where the double charge and the missing yard place come from. - [108. Training levels as prerequisites](https://academy.petboost.com/lessons/training-levels-as-prerequisites/): A level is two things: an attribute on the dog that says it passed, and a rule on the next course that reads it. Courses need a third setting, because booked and finished are not the same. - [109. A puppy course template, week by week](https://academy.petboost.com/lessons/a-course-template-with-weekly-descriptions/): The occurrence count creates the session rows, and the titles you put on them ride out on every booking confirmation. The age window is set somewhere else entirely. - [110. AM and PM visits, and the in-home overnight](https://academy.petboost.com/lessons/am-and-pm-visits-and-in-home-stays/): Twice a day is two services on one card and one recurring pattern. An overnight in the client's house is a stay, on a different form, and mixing the two is the usual mistake. - [111. Service areas: the suburbs you cover, and charging more to go further](https://academy.petboost.com/lessons/service-areas-and-the-suburbs-you-cover/): A mobile service carries its own suburb list, and an empty list means everywhere rather than nowhere. Charging more for the far side of the bridge is a second service, not a surcharge. - [112. Categories, and staff versus station, across several service lines](https://academy.petboost.com/lessons/categories-and-staff-versus-station-across-services/): A category is what the booking page, the calendar and the reporting all group by, so it is worth getting right once. What each line is constrained by is set per service, and they differ. - [Add a walk-in dog to today's list](https://academy.petboost.com/lessons/add-a-walk-in-dog-to-todays-list/): A walk-in is an ordinary booking dated today. Actions then New Appointment puts it on the board in Confirmed, or In Progress if its start time has passed. - [Add Petboost to your phone's home screen](https://academy.petboost.com/lessons/add-petboost-to-your-home-screen/): There is no app store download. Your browser puts Petboost on the home screen as an icon, and it opens full screen. - [Approve a vaccination a client uploaded](https://academy.petboost.com/lessons/approve-a-vaccination-a-client-uploaded/): The owner types the vaccine name and the dates. Nothing counts until somebody opens the file and saves their own version. - [Ask Grazi so it answers first time, and escalate when it cannot](https://academy.petboost.com/lessons/ask-grazi-so-it-answers-first-time/): Ask for the outcome you want, not the button you cannot find. When it is not enough, hand the thread to a person. - [Block one day, or a range, from online booking](https://academy.petboost.com/lessons/block-one-day-or-a-range/): Blocked time takes two dates, not one. Same day in both fields blocks a day; move the second and it blocks everything between. - [Build your vehicle log book for the BAS](https://academy.petboost.com/lessons/build-your-vehicle-log-book/): Pick the quarter, build it, add your cents-per-km rate, export the CSV. - [Change a price without texting the client](https://academy.petboost.com/lessons/change-a-price-without-texting-the-client/): Every saved invoice change asks whether to notify. Update silently is the answer when you have already spoken to them. - [Change your password, or set up a front desk login](https://academy.petboost.com/lessons/change-your-password-or-add-a-front-desk-login/): Passwords change by emailed reset, never in a Petboost field. Do not share one login for the counter. - [Charge a cancellation fee](https://academy.petboost.com/lessons/charge-a-cancellation-fee/): The choice only appears once the booking is past its notice period, and the amount comes from the service's policy. - [Colour the calendar by team member or resource](https://academy.petboost.com/lessons/colour-the-calendar-by-team-member-or-resource/): Colour Mode decides what the cards read their colour from. The colour itself is set on the person or the resource. - [Confirm every pending booking at once](https://academy.petboost.com/lessons/confirm-every-pending-booking-at-once/): Bulk Confirm Mode on Mission Control turns the pending group into a tick list, and tells every client when you finish. - [Copy a payment link instead of texting it](https://academy.petboost.com/lessons/copy-a-payment-link-instead-of-texting-it/): All three channels make the same link against the same booking. Only SMS spends an SMS credit. - [Enrol a client in a course and take the payment](https://academy.petboost.com/lessons/enrol-a-client-in-a-course/): Enrol from the course row, then charge the booking the same way you charge any other. - [Export your books, and where GST sits](https://academy.petboost.com/lessons/export-for-xero-and-check-gst/): Export Your Data hands you the CSVs. The accounting platform, not Petboost, is the source of truth for tax. - [Export your customer list to CSV](https://academy.petboost.com/lessons/export-your-customer-list/): Export Your Data, under Billing. Ten CSVs that open in any spreadsheet, active subscription or not. - [Find a pet that has disappeared from search](https://academy.petboost.com/lessons/find-an-archived-pet/): Every list defaults to active records. An archived pet is one radio button away. - [Find the service that ignores an automatic action](https://academy.petboost.com/lessons/find-the-service-that-ignores-an-automatic-action/): A service carries its own value, and a service's value wins. The badge under each switch names them. - [Find your own day on the Me page](https://academy.petboost.com/lessons/find-your-own-day-on-the-me-page/): Me opens on My Bookings, so it shows your work and not the whole floor. Four tabs read the same day differently. - [Find your past chats with the team](https://academy.petboost.com/lessons/find-your-past-chats-with-the-team/): The chat history in the Grazi AI panel has two sides. Petboost team is every conversation you have had with a person. - [Get out of the in-app browser](https://academy.petboost.com/lessons/get-out-of-the-in-app-browser/): A link opened inside Instagram or Facebook loses the sign-in cookie. Press and hold, then Open Link. - [Hide a course until you are ready to sell it](https://academy.petboost.com/lessons/hide-a-course-until-you-are-ready/): A template is never bookable. Clients only see the intakes you publish from it. - [Leave an overpayment as credit on the client's file](https://academy.petboost.com/lessons/leave-an-overpayment-as-credit/): There is no cash balance on a client's file. Credit means package credits, granted at no charge so nothing is taken twice. - [Let both owners log in on one account](https://academy.petboost.com/lessons/let-both-owners-log-in/): A second number on the same profile, not a second profile. Both people book, and the history and the card stay in one place. - [Make an attribute add time or money to a booking](https://academy.petboost.com/lessons/make-a-booking-property-set/): A booking property set attaches to an attribute and changes the price, the duration, or how many pets carrying it can be in at once. - [Mark a booking paid by cash or bank transfer](https://academy.petboost.com/lessons/mark-a-booking-paid-by-cash-or-bank-transfer/): Pick the method first and the button changes to match. Bank Transfer has two of them, and only one marks the booking paid. - [Mark a stop picked up or dropped off](https://academy.petboost.com/lessons/mark-a-stop-picked-up/): One button on the Up next card. It changes colour with the dog and advances to the next stop. - [Move a pet to a new owner](https://academy.petboost.com/lessons/move-a-pet-to-a-new-owner/): Build the new owner first, then ask for the move. Deleting the dog and adding it again loses every visit it ever had. - [Move a student to the next intake](https://academy.petboost.com/lessons/move-a-student-to-the-next-intake/): Move to Another Course pairs old sessions against new ones, and decides in one click whether the owner hears about it. - [Move future bookings to your new prices](https://academy.petboost.com/lessons/move-future-bookings-to-your-new-prices/): Raising a price leaves the diary alone. Update Existing Bookings is the screen that brings confirmed bookings up to the current catalogue. - [Open the pet activity timeline](https://academy.petboost.com/lessons/open-the-pet-activity-timeline/): Timeline & Notes on a pet's file, where diary notes, booking notes, finished grooms and photos land in one list. - [Pause all client messages while you load appointments](https://academy.petboost.com/lessons/pause-client-messages-while-you-load/): Loading a book with the client switches on sends a confirmation for every appointment you type. Two switches in Settings, Notifications hold them until you are ready. - [Pause one dog's series and leave the other running](https://academy.petboost.com/lessons/pause-one-dogs-series/): Two dogs on the same days are two series. Skipping one does nothing to the other unless you tick it. - [Preview an intake form as a brand-new client](https://academy.petboost.com/lessons/preview-an-intake-form-as-a-brand-new-client/): The preview is a working form. Fill it in, hit the validation, and nothing is saved or sent. - [Print the run sheet with full notes](https://academy.petboost.com/lessons/print-the-run-sheet-with-full-notes/): The branded run sheet PDF carries every note block in full. The CSV export carries none, which is usually what has happened when notes come out missing. - [Read a client's wallet and credit balance](https://academy.petboost.com/lessons/read-a-clients-wallet-and-credit-balance/): The Wallet tab holds money that moved. Credits they are owed sit on the Packages sub-tab beside it. - [Reassign a leaving team member's appointments](https://academy.petboost.com/lessons/reassign-a-leaving-team-members-appointments/): Archiving is blocked while work is still on them. The dialog lists it and asks who takes it. - [Refund part of a payment](https://academy.petboost.com/lessons/refund-part-of-a-payment/): Partial Refund opens an amount field capped at what was actually paid. A cancellation fee refunds on its own. - [Release or cancel a pre-authorisation hold](https://academy.petboost.com/lessons/release-or-cancel-a-pre-authorisation-hold/): A hold is not a charge. Releasing it hands the money back, and the client's bank clears it inside a day. - [Resend the activation SMS to a client who is stuck](https://academy.petboost.com/lessons/resend-the-activation-sms/): The entry is only on the menu while they have not accepted your terms. After that, Quick Login is the one that gets them in. - [See which clients are slipping away](https://academy.petboost.com/lessons/see-who-is-slipping-away/): The health board sorts your whole book into seven columns. Sort by recoverable value, not by last visit. - [See who has not accepted your terms](https://academy.petboost.com/lessons/see-who-has-not-accepted-your-terms/): Smart Export on Customers and pets. One segment tells you how many, one column proves it client by client. - [Send a client a link to update their card](https://academy.petboost.com/lessons/send-a-client-a-link-to-update-their-card/): The action is on the Wallet tab of their profile, and it reads Text card update when a card is already saved. - [Settle the day in three minutes](https://academy.petboost.com/lessons/settle-the-day-in-three-minutes/): Day View holds what the day was worth, what has been taken, and how the takings split by method. - [Skip two weeks of a recurring series](https://academy.petboost.com/lessons/skip-two-weeks-of-a-recurring-series/): A break is a cancelled date range, not a pause. Stop at is what brings the series back. - [Start and finish a booking without touching it](https://academy.petboost.com/lessons/start-and-finish-a-booking-without-touching-it/): Four switches on Settings, Automatic Actions move a booking from confirmed to paid on its own. - [Switch to another location](https://academy.petboost.com/lessons/switch-to-another-location/): The Locations list sits under your business name in the sidebar. Choosing a site reloads the same section of the app for that site. - [Switching from Acuity Scheduling](https://academy.petboost.com/lessons/switching-from-acuity/): Acuity keeps no pet record, so the dog's name is pulled out of the client's name on the way in, and tags, store credit, package credits and membership dates follow. - [Switching from BusyPaws](https://academy.petboost.com/lessons/switching-from-busypaws/): The BusyPaws Customers CSV carries very little, so the pet detail is read off the profiles instead, and segments, store credit, package credits and membership dates follow. - [Switching from DaySmart Pet](https://academy.petboost.com/lessons/switching-from-daysmart-pet/): DaySmart Pet, once 123Pet, keeps a pet record, but no single report lists every client, so the book comes from its backup, and store credit, package credits and membership dates follow. - [Switching from Fresha](https://academy.petboost.com/lessons/switching-from-fresha/): Fresha keeps no pet record, so the dog is read out of the client notes on the way in, and a client whose notes name no dog arrives with a placeholder pet to rename. - [Switching from Gingr](https://academy.petboost.com/lessons/switching-from-gingr/): Gingr icons become attributes, store credit and package credits stay apart, memberships keep their date, and you switch Gingr's own online booking off on go-live day. - [Switching from Halaxy](https://academy.petboost.com/lessons/switching-from-halaxy/): Halaxy's outstanding balances are a bookkeeping shadow and are left behind on purpose, so nobody arrives owing money they already paid. - [Switching from MoeGo](https://academy.petboost.com/lessons/switching-from-moego/): Pet codes become attributes, store credit sits on the owner's profile, packages keep their credits, memberships keep their date, and the discount codes come too. - [Switching from PawPartner](https://academy.petboost.com/lessons/switching-from-pawpartner/): PawPartner publishes no export steps, so the book is read out of your own account, and tags, store credit, package credits and membership dates all come with it. - [Switching from Pet Manager](https://academy.petboost.com/lessons/switching-from-pet-manager/): Tags, store credit, package credits and membership dates all come across, then the households are compared one for one against Pet Manager. - [Switching from Pet Pocketbook](https://academy.petboost.com/lessons/switching-from-pet-pocketbook/): Tags become attributes, store credit sits on the owner's profile, a part-used package keeps its credits, and a membership keeps its next billing date. - [Switching from PetExec](https://academy.petboost.com/lessons/switching-from-petexec/): The temperament test result PetExec keeps on a pet comes across on that pet's timeline, along with tags, store credit, package credits and membership dates. - [Switching from Revelation Pets](https://academy.petboost.com/lessons/switching-from-revelation-pets/): Send the customer export from Customers, then Tools, then Export, and tags, store credit, package credits and membership dates follow it across. - [Switching from Savvy Pet Spa](https://academy.petboost.com/lessons/switching-from-savvy/): One long Savvy grooming note is split by body region on the way in, and tags, store credit, package credits and membership dates come across with it. - [Switching from Scout for Pets](https://academy.petboost.com/lessons/switching-from-scout-for-pets/): Scout's weight field mixes pounds and kilograms, so no weight is written and the old figure waits on the pet's timeline for you to confirm. - [Switching from SHARC](https://academy.petboost.com/lessons/switching-from-sharc/): Every referral case and treatment session arrives as its own dated entry on the pet's timeline, and tags, store credit, package credits and membership dates come across too. - [Switching from Square Appointments](https://academy.petboost.com/lessons/switching-from-square/): One Square customer with three dogs becomes one owner and three pets, and tags, store credit, package credits and membership dates come across with them. - [Switching from Timely](https://academy.petboost.com/lessons/switching-from-timely/): The blade and comb numbers buried in your Timely notes come across as service preferences, and tags, store credit, package credits and membership dates come with them. - [Switching from Vagaro](https://academy.petboost.com/lessons/switching-from-vagaro/): Vagaro keeps no pet record and its customer list export leaves the notes behind, so the dog is read out of each customer's notes, and a customer with no dog named arrives with a placeholder pet. - [Take a card payment away from the counter](https://academy.petboost.com/lessons/take-a-payment-in-person-on-the-road/): In-Person Payments sits inside Advanced options on Pricing & Payments, and the reader it pairs with travels. - [Text or email a receipt](https://academy.petboost.com/lessons/text-or-email-a-receipt/): The email sends itself the moment a payment is captured. There is no SMS receipt, and the PDF is two clicks away. - [Turn Magic Availability Check off to force a booking in](https://academy.petboost.com/lessons/turn-magic-availability-check-off/): The switch at the top of the booking form. Off, it saves the start and end you type without asking whether the slot is free. - [Turn off the booking emails to your own inbox](https://academy.petboost.com/lessons/turn-off-booking-emails-to-your-inbox/): The copy of every online booking that lands in your team's inbox is one row on the Booking Created card, and it is not the same switch the client follows. - [Turn stack mode on or off](https://academy.petboost.com/lessons/turn-stack-mode-on-or-off/): Stack mode drops the clock and lists the day instead. The keyboard shortcut is S. - [Undo a checkout, or send Ready to Pay back to Confirmed](https://academy.petboost.com/lessons/undo-a-checkout-or-go-back-to-confirmed/): Two different undos. One reverses a payment you marked yourself, the other reverses the check out that never took one. ## Tracks and recipes - [Recipes](https://academy.petboost.com/recipes/): One task, one screen, no introduction. Every recipe is titled as the question a customer typed. - [Tracks](https://academy.petboost.com/tracks/): An ordered run of lessons that answers one whole job, from getting set up to Christmas. ## Decision guides - [Dog grooming courses in Melbourne: which one should you do?](https://academy.petboost.com/decisions/dog-grooming-courses-melbourne/): Take a subsidised TAFE place at Box Hill or Kangan if you can give the Certificate III 6 to 10 months, or pay for a private academy in Brunswick, Seddon or Berwick if you would rather learn the hands-on part in 4 to 5 full-time weeks in a working salon. - [Dog grooming courses in Sydney: which one should you do?](https://academy.petboost.com/decisions/dog-grooming-courses-sydney/): Start with TAFE NSW's one-day-a-week course at Ultimo for the recognised Certificate III at a subsidised fee, or choose Petbarn's 4-week salon course in Chatswood if you can take a month off and would rather do the hands-on part in one block. - [A puppy misses a week: make-up, credit or nothing?](https://academy.petboost.com/decisions/a-puppy-misses-a-week-of-class/): Offer a swap into another intake when you run one and written notes when you do not, and never a credit, because the course was sold as one product and a refunded week takes money out of a class whose costs did not change. - [AM and PM visits: one booking or two, and how to price the second?](https://academy.petboost.com/decisions/am-and-pm-visits-one-booking-or-two/): One booking per day carrying two timed services, priced as a shorter second visit on its own service, because the services field holds two start times while keeping the day on one card and one invoice. - [Do casual daycare visits need a deposit, or do packages solve it?](https://academy.petboost.com/decisions/casual-daycare-deposits-or-packages/): Packages solve it and deposits do not, because a prepaid credit is already paid before the dog arrives and a casual day is small enough that the deposit costs more goodwill than it protects. - [Daycare and a groom on the same day: one booking or two?](https://academy.petboost.com/decisions/daycare-and-a-groom-on-the-same-day/): One booking with both as services on it, because the services field holds two start times, two team members and two resources while the family still gets one arrival, one card and one invoice. - [Should groomers take a deposit, and how much?](https://academy.petboost.com/decisions/deposits-on-a-grooming-appointment/): Take one on the bookings you cannot refill the same morning and leave the ordinary bath and tidy alone, because a grooming slot is refillable in a way a fortnight of boarding never is. - [Enrolment deposit or full payment on a six-week course?](https://academy.petboost.com/decisions/enrolment-deposit-or-full-payment-on-a-course/): Full payment at enrolment for anything starting inside a month, and a deposit only on the intake you are selling a long way ahead, because a seat lost in week two cannot be resold at any price. - [How big should a puppy class be?](https://academy.petboost.com/decisions/how-big-should-a-puppy-class-be/): Six to eight puppies with one instructor, because the ceiling is how many handlers one voice can coach at once rather than how many puppies fit in the hall. - [How many dogs should be on a group walk?](https://academy.petboost.com/decisions/how-many-dogs-on-a-group-walk/): Start at four for a solo walker and only go higher once your council limit, your lead hand and your vehicle all agree, because the ceiling on a group walk is set outside your booking system before it is set inside it. - [Should you charge a travel fee, and where does the zone end?](https://academy.petboost.com/decisions/should-you-charge-a-travel-fee/): Build the travel into the price of a second service for the outer ring rather than adding a fee, and draw the zone as a list of suburbs, because Petboost has no distance calculation and no travel fee to switch on. - [Staff or station: what should your capacity hang off?](https://academy.petboost.com/decisions/staff-or-station-where-capacity-lives/): Hang it on whichever one you would actually turn a booking away for, and on both only when both genuinely bind, because every constraint you add that is not real removes slots you could have sold. - [Should every new daycare dog do a temperament test first?](https://academy.petboost.com/decisions/temperament-test-before-daycare/): Yes, and it has to be a booked service the software enforces rather than a promise on your website, because the assessment you skip is the one you skip on the busiest morning of the year. - [What commits a weekly walk, and is the meet and greet paid?](https://academy.petboost.com/decisions/what-commits-a-weekly-dog-walk/): A standing series with a card on file commits it and a deposit cannot, because recurring bookings do not take one, and the meet and greet is a paid first visit that gates the walks behind it. - [What holds a two-week house-sit over Easter?](https://academy.petboost.com/decisions/what-holds-a-two-week-house-sit/): A deposit sized to the fortnight you cannot resell, plus a card you have checked is still valid on the day the sit runs, because a booking taken in January is usually held against a card that expires before Easter. - [How should a boarding cancellation policy work at peak?](https://academy.petboost.com/decisions/boarding-cancellation-ladder-peak-season/): Run one ladder all year and tighten peak on a separate peak Stay service, because nothing in Petboost reads the date: the notice period, the fee and the deposit come from the business default or the service booked. - [Should boarding have fixed check-in and check-out windows?](https://academy.petboost.com/decisions/boarding-check-in-check-out-windows/): Yes, published on the service so the booking form enforces them, because open-ended collection is what breaks the next stay rather than a courtesy you extend to good customers. - [Should you take a deposit on a two-week boarding stay?](https://academy.petboost.com/decisions/deposit-on-a-multi-night-boarding-stay/): Yes, and size it to the stay rather than to a slot, because a fortnight over Christmas is the hardest booking in your year to refill and the deposit is the part you keep. - [How many dogs can you board? The number that pays](https://academy.petboost.com/decisions/how-many-dogs-can-you-board/): Boarding capacity is runs multiplied by nights, not pets per day, and the number worth setting comes from staffing and cleaning time rather than from how many beds you own. ## Pillars - [Get set up](https://academy.petboost.com/pillars/get-set-up/): Move off the old system, load the book, and get the settings right once. - [Bookings and the calendar](https://academy.petboost.com/pillars/bookings-and-calendar/): Who can book what, when, and how the day fits together without a clash. - [Payments, pricing and profit](https://academy.petboost.com/pillars/payments-pricing-and-profit/): What you charge, how you get paid, and what is left after the card fee. - [Get found and get booked](https://academy.petboost.com/pillars/get-found-and-get-booked/): Turning a search, a referral or a walk-past into a booking that shows up. - [Client experience and retention](https://academy.petboost.com/pillars/client-experience-and-retention/): What the owner sees between bookings, and why they come back. - [Team and operations](https://academy.petboost.com/pillars/team-and-operations/): Rosters, pay, capacity, and running the day when you are not the only one working it. - [Grow and scale](https://academy.petboost.com/pillars/grow-and-scale/): Reading your own numbers, adding a service line, and a second site or van. - [Industry and inspiration](https://academy.petboost.com/pillars/industry-and-inspiration/): What is happening in Australian pet care, and what other operators do. ## By business type - [Dog grooming](https://academy.petboost.com/for/dog-grooming/): Table time, coat condition, and pricing a groom you cannot see yet. - [Pet boarding](https://academy.petboost.com/for/pet-boarding/): Runs, nights, peak windows, and the stay that pays for the quiet week. - [Dog daycare](https://academy.petboost.com/for/dog-daycare/): Headcount, ratios, assessments, and the day that fills itself. - [Daycare and grooming](https://academy.petboost.com/for/dog-daycare-and-grooming/): Two service lines sharing one floor, one team and one calendar. - [Dog training](https://academy.petboost.com/for/dog-training/): One-to-one work, packages, and getting paid for the plan rather than the hour. - [Puppy school](https://academy.petboost.com/for/puppy-school/): Intakes, cohorts, and a course that starts full. - [Dog walking](https://academy.petboost.com/for/dog-walking/): Rounds, keys, group sizes, and a route that is not built at 6am. - [Pet sitting and concierge](https://academy.petboost.com/for/pet-concierge/): Visits, overnights, and proving you were there. - [Multi-service](https://academy.petboost.com/for/multi-service/): Grooming, boarding, daycare and training under one roof and one book. ## Product guides ### Appointments Everything about managing appointments, scheduling, and calendar views - [Managing Appointments](https://academy.petboost.com/guides/appointments/overview/): The appointments module is the heart of your business operations. Schedule, manage, and track all pet service appointments with powerful scheduling tools. - [Getting Started with Appointments](https://academy.petboost.com/guides/appointments/getting-started/): Learn how to create and manage appointments in your Petboost calendar. This guide covers the two main booking modes and the complete appointment creation workflow. - [Calendar Views & Navigation](https://academy.petboost.com/guides/appointments/calendar-views/): The Appointments calendar shows your bookings by day, week, month or timeline. You choose how it is grouped, coloured, filtered and searched, and those choices are kept in your browser. - [Managing Appointments](https://academy.petboost.com/guides/appointments/managing-appointments/): Each booking has its own page with its status, times, pets, invoice, notes and history. The Manage menu at the top holds what you can do next, from checking in and editing to cancelling, printing and deleting. - [Report Cards](https://academy.petboost.com/guides/appointments/report-cards/): A report card is a shareable summary of a pet's visit, built from the customer-facing notes and photos on the appointment. You can preview it, print it as a PDF, or text the pet owner a link to it. - [Using the Booking Form](https://academy.petboost.com/guides/appointments/using-the-booking-form/): The booking form is where your team creates and edits appointments. It holds the pet, the services and extras, the time, team members, resources, notes, notifications and the price. - [Payment Processing](https://academy.petboost.com/guides/appointments/payment-processing/): Every appointment has an invoice with its lines, its total and the ways to pay. Your team takes payment there by card on file, card reader, payment link, bank transfer, cash or your own terminal, and refunds, voids and retries from the invoice's Manage menu. - [Recurring Appointments](https://academy.petboost.com/guides/appointments/recurring-appointments/): A recurring appointment books a series of visits from one pattern, which you can then change, pause or end for the whole series or one visit. - [Stay Appointments](https://academy.petboost.com/guides/appointments/stay-appointments/): A Stay is a multi-day booking with a check-in and a check-out, used for overnight boarding, housesitting and multi-night training camps. - [Appointments FAQ](https://academy.petboost.com/guides/appointments/faq/): Answers to frequently asked questions about appointments, booking, payments, and scheduling in Petboost. - [Appointment Statuses Guide](https://academy.petboost.com/guides/appointments/appointment-statuses/): Every appointment carries one status, from Pending to Paid, and the status decides which actions the appointment offers and which automatic actions move it on. - [Availability Troubleshooter](https://academy.petboost.com/guides/appointments/availability-troubleshooter/): The Availability Troubleshooter shows why Petboost found no times for a booking, or how it found the times it did, and points you to the setting that decides it. - [Calendar Overview](https://academy.petboost.com/guides/appointments/calendar/overview/): The Appointments calendar shows every booking by day, week, month or timeline, coloured the way you choose, and opens any appointment when you select it. - [Un-cancel & Appointment Recovery](https://academy.petboost.com/guides/appointments/un-cancel-and-recovery/): Complete guide to recovering cancelled appointments, archiving, and permanently deleting appointment data. ### Courses Group training and course management - [Managing Courses](https://academy.petboost.com/guides/courses/overview/): Group programmes (puppy school, scentwork, obedience) live on Courses. Do not create them as services. - [Getting Started with Courses](https://academy.petboost.com/guides/courses/getting-started/): Use Courses for group programmes such as puppy school, scentwork, obedience, and any multi-lesson class with a shared start date and a class list. Do not create those as a Regular service on Services. - [Publishing Courses](https://academy.petboost.com/guides/courses/publishing-courses/): Publishing a course turns a course template into a dated course, with every lesson scheduled, a team member and a location assigned, and places open for enrolment. - [Managing Course Enrollments](https://academy.petboost.com/guides/courses/managing-enrollments/): Enrolling a pet books it onto every lesson of a published course and takes a place in the class. Your team enrols pets from Courses, not from the New Appointment form, which does not list courses. - [Course Lifecycle](https://academy.petboost.com/guides/courses/course-lifecycle/): A course moves from Upcoming to In Progress to completed as its lessons pass. This guide covers what each stage allows, the course page, taking attendance, and rescheduling or cancelling a course. - [Courses FAQ](https://academy.petboost.com/guides/courses/faq/): A service is one appointment: a groom, daycare, a stay, or a 1:1 training session. You create those on Services with Add New then New Service, and staff book them from Appointments with Create then New Appointment. - [Creating Your First Course Template](https://academy.petboost.com/guides/courses/creating-your-first-course-template/): A course template is the reusable blueprint for a multi-lesson group class, such as puppy school, scentwork or obedience. You create it from Courses, then publish dated courses from it. - [Notes Templates](https://academy.petboost.com/guides/courses/notes-templates/): Notes templates let you pre-fill appointment notes for every booking created under a service or course template. Instead of writing the same instructions or checklists for each appointment, configure them once on the service or course template and they are automatically applied to new appointments. ### Customers & Pets Managing customer and pet profiles - [Managing Customers & Pets](https://academy.petboost.com/guides/customers-and-pets/overview/): The Customers & Pets module helps you manage all aspects of your customer relationships and pet care records. From basic contact information to detailed health records, vaccination tracking, and service preferences, everything you need is in one place. - [Getting Started with Customers & Pets](https://academy.petboost.com/guides/customers-and-pets/getting-started/): Customers & Pets holds every customer and pet you look after. You add a customer and their first pet in one form, and each pet gets a profile with its owner's details, bookings, payments and notes. - [Managing Customer Profiles](https://academy.petboost.com/guides/customers-and-pets/managing-profiles/): A pet's profile is where you change the pet's and the owner's details, photos, vaccinations and care preferences, and where you block, cancel for, archive or delete a customer. - [Simulation Mode: see what your customers see](https://academy.petboost.com/guides/customers-and-pets/simulation-mode/): Simulation Mode shows you the booking form or the profile steps exactly as one customer sees them, with their pet, your services and your availability, and makes no booking or change. - [Customers & Pets FAQ](https://academy.petboost.com/guides/customers-and-pets/faq/): Answers to common questions about adding, finding, editing, archiving and exporting customers and pets, and about their health records, payments, recurring series and forms. - [Custom Fields and Intake Forms](https://academy.petboost.com/guides/customers-and-pets/custom-fields/): Custom fields add your own questions to every pet or pet owner profile, and intake forms are questionnaires you send to clients. You set up both on Fields & Forms. - [Intake Forms Guide](https://academy.petboost.com/guides/customers-and-pets/intake-forms-guide/): An intake form is a questionnaire your clients fill in before their appointments. You build it on Fields & Forms, choose who gets it and when, and read the answers on the form and on each client's profile. - [Sending Forms to Clients](https://academy.petboost.com/guides/customers-and-pets/sending-forms-to-clients/): An intake form reaches a client in one of four ways: automatically when they book, sent by hand from their profile, filled in by your team during a booking, or from a shareable link you post anywhere. - [Form Responses](https://academy.petboost.com/guides/customers-and-pets/form-responses/): Every intake form has a Responses tab listing each submission, pending or completed, and each client's submissions also sit on the Fields & Forms tab of their profile, where you send, resend, fill in and attach them. - [Cleaning Up Records](https://academy.petboost.com/guides/customers-and-pets/cleaning-up-records/): Archive hides a customer, pet or appointment and keeps its history, and you can restore it later. A permanent delete removes a record for good, and Petboost allows it only when nothing depends on the record, such as a pet that has never had an appointment. - [Migrating Your Data to Petboost](https://academy.petboost.com/guides/customers-and-pets/data-migration/): Petboost's migration team brings your customers, pets, services, team, packages and upcoming appointments across from your old system, or you can import customers and pets yourself from a CSV or a Google Sheet. - [Emergency Contacts](https://academy.petboost.com/guides/customers-and-pets/emergency-contacts/): Each pet owner profile can hold a vet or clinic and a second pet parent phone. Your team sees them on the profile and on every appointment, with buttons to call. - [Grooming History](https://academy.petboost.com/guides/customers-and-pets/grooming-history/): History, on the Care & Grooming Templates tab of a pet's profile, is a timeline of every completed or paid grooming appointment, with its date, services, groomer, notes and photos. - [Timeline & Notes](https://academy.petboost.com/guides/customers-and-pets/notes-and-attachments/): The Timeline & Notes tab on a pet's profile gathers the notes, photos and attachments from its visits into one feed, grouped by date. Grooming businesses also keep standing care instructions with photos on the Care & Grooming Templates tab. - [Pet Activity Timeline](https://academy.petboost.com/guides/customers-and-pets/pet-activity-timeline/): The Timeline & Notes tab on a pet's profile is one feed, newest first, of everything that has happened for the pet: notes, appointment notes, grooming visits, photos and changes to its records. - [Pet Attributes](https://academy.petboost.com/guides/customers-and-pets/pet-attributes/): Attributes are colour-coded badges on a pet, such as an allergy, a medical condition, a temperament or a blade size. Your team sees them on the pet's profile, the calendar and each booking, and you can filter pets and set booking rules by them. - [Pet & Owner Profiles - Complete Guide](https://academy.petboost.com/guides/customers-and-pets/pet-owner-profiles/): Each pet has its own profile with its owner linked to it. The panel beside the tabs holds the pet and the owner at a glance, and the tabs hold its Petprint, bookings, money, notes, settings and paperwork. - [Recurring Series Timeline](https://academy.petboost.com/guides/customers-and-pets/recurring-series-timeline/): Recurring Series, on the Appointments tab of a pet's profile, shows every recurring series set up for the pet on one timeline, flags duplicates, and is where you end or deactivate a series. - [Sales & Payments](https://academy.petboost.com/guides/customers-and-pets/sales-and-payments/): The Sales tab on a pet's profile lists every sale for the customer, paid and awaiting payment. New Sale records a sale outside an appointment, paid by card, card reader, payment link, bank transfer, cash or another EFTPOS machine. - [Tags](https://academy.petboost.com/guides/customers-and-pets/tags/): Tags are free-text labels you add to a pet or to its owner, such as vip, daycare regular or referred by sarah. You create them yourself to organise and find your records. - [Breed Browser](https://academy.petboost.com/guides/customers-and-pets/breeds/): Breed Browser is the full list of breeds Petboost recognises, with a search and a side panel you build a selection in. Its job is to let you pick a long list of breeds once and paste it into any breed field, instead of typing each one into a dropdown. ### Services Configure your service offerings - [Managing Services](https://academy.petboost.com/guides/services/overview/): Services define what you offer, how much you charge, how long appointments take and who can book. Every service is one of four types, and the type is fixed once you create it. - [Getting Started with Services](https://academy.petboost.com/guides/services/getting-started/): A service is one thing you sell and book, such as a groom, a walk, a daycare day or a boarding stay. Each one carries its own price, duration, team, booking rules and messages. - [Service Configuration - Pricing, Deposits, Duration, Buffers & Timing](https://academy.petboost.com/guides/services/service-configuration/): How to price a service, take a deposit or hold funds, set its duration, padding and the times customers see, and change many services at once. - [Team & Resource Assignment](https://academy.petboost.com/guides/services/team-resource-assignment/): Each service says which team members can deliver it and which resources, such as a room, a table or a van, it uses. Petboost books only a free, eligible team member and resource. - [Booking Settings & Availability](https://academy.petboost.com/guides/services/booking-availability/): A service's booking settings decide whether customers can book it online, whether bookings confirm straight away, how much notice they need, where you travel, and which pets can book. - [Services FAQ](https://academy.petboost.com/guides/services/faq/): Start with your core offerings (5-15 services). You can always add more later. Consider: - [Stay Check-in & Check-out Windows](https://academy.petboost.com/guides/services/stay-check-in-check-out-windows/): Check-in and check-out windows limit the times a pet owner can choose to arrive and leave on a Stay, so drop-off and pick-up fall in the hours you staff. Your team can still pick any time. - [Service Pricing Guide - Complete Reference](https://academy.petboost.com/guides/services/pricing-guide/): Every way to price a service in Petboost, from one fixed price or a "from" price to multi-pet rates and stay pricing by the night, the day or the 24-hour period. - [Service Types - Complete Guide](https://academy.petboost.com/guides/services/service-types-guide/): Petboost has four service types, Initial, Regular, Stay and Add-on, plus courses for group programmes and packages for prepaid bundles. The type decides how a service is booked, priced and scheduled. - [Linking Forms to Services](https://academy.petboost.com/guides/services/linking-forms-to-services/): An intake form is linked to services from the form's own Settings tab, so the right paperwork reaches the right clients when they book. A service's Fields & Forms tab shows what is linked. - [Add-Ons - Upselling & Revenue Enhancement](https://academy.petboost.com/guides/services/add-ons/): An add-on is an optional extra, such as a nail trim or a pet taxi, that customers add to a main service while they book. It has no time of its own and is charged on the same booking. - [Complimentary extras](https://academy.petboost.com/guides/services/complimentary-extras/): A complimentary extra is an add-on priced at $0. The pet owner sees it as Free, with the usual price struck through beside it when you have set one. They tap to add it. Nothing is pre-selected. - [Internal-Only Services](https://academy.petboost.com/guides/services/internal-only-services/): Some services work better when managed internally rather than through online self-service booking. Petboost gives you complete control: disable online booking for specific services while still using the full scheduling, invoicing, and payment system. - [Service prerequisites](https://academy.petboost.com/guides/services/service-prerequisites/): A prerequisite stops a pet booking a service until it has booked or completed another service, such as an assessment before daycare, or until you set a per-pet override. - [Pricing Assistant](https://academy.petboost.com/guides/services/pricing-assistant/): Pricing Assistant changes many service prices in one pass. Open Services and select Pricing Assistant. The first screen is Pricing adjustment options. ### Packages Create service bundles and packages - [Getting Started with Packages](https://academy.petboost.com/guides/packages/getting-started/): A package is a prepaid bundle of service credits. You build it once on Packages, and each booking of a covered service spends one credit per pet. - [Customer Package Balances](https://academy.petboost.com/guides/packages/customer-balances/): A customer's packages sit on the Packages sub-tab of their Wallet tab, one card per purchase, with the credits left, a stamp for each credit and the full history. - [Using Packages in Appointments](https://academy.petboost.com/guides/packages/using-in-appointments/): Sell a package from the customer's Wallet tab, then spend its credits while you book, on a booking already made, or when you take payment. - [Package FAQ](https://academy.petboost.com/guides/packages/faq/): Answers to common questions about creating, selling, spending, refunding and archiving packages. - [Package Eligibility and Troubleshooting](https://academy.petboost.com/guides/packages/eligibility/): When a customer cannot buy a package, cannot see one, or a credit will not apply, the cause is almost always one of six things. Check them in order. - [Package Troubleshooting](https://academy.petboost.com/guides/packages/troubleshooting/): Fixes for the package problems that come up most, from a package customers cannot see to a credit that will not apply or a balance that looks wrong. ### Memberships Recurring plans, included benefits, billing, and managing members - [Memberships Overview](https://academy.petboost.com/guides/memberships/overview/): A membership in Petboost is a recurring subscription plan that you create and sell to your customers. Pet owners pay a fixed amount on a regular billing cycle (weekly, fortnightly, or monthly) and in return receive a defined set of benefits - such as included services, percentage discounts, or un... - [Creating Membership Plans](https://academy.petboost.com/guides/memberships/creating-plans/): A membership plan sets what members pay, how often they pay, and what they get each time they book. You build it on Memberships, publish it, then enrol members or let them join from your booking page. - [Managing Members](https://academy.petboost.com/guides/memberships/managing-subscribers/): A member is a customer on a recurring membership plan, billed through Stripe. You enrol, pause, resume, cancel and reactivate memberships from Members on Memberships. - [Usage Tracking and Benefits](https://academy.petboost.com/guides/memberships/usage-and-benefits/): Petboost counts how each membership benefit is used in each period, applies the best benefit when you book, and refreshes the allowance on the member's refresh day. - [Membership Billing and Payments](https://academy.petboost.com/guides/memberships/billing-and-payments/): Membership billing runs on Stripe subscriptions. Stripe charges the member's card each billing cycle and retries a failed payment, and every payment comes back to the membership in Petboost. - [Memberships FAQ](https://academy.petboost.com/guides/memberships/faq/): Answers to the questions that come up once a plan is live: billing, included uses, changing a member, and what Petboost will not do. ### Products Retail products you can sell in-store and add to invoices - [Getting Started with Products](https://academy.petboost.com/guides/products/getting-started/): Products are simple retail items, such as shampoo, treats or accessories, that your team adds to invoices and quick sales beside services. Each one is a name, a price, descriptions and a photo. ### Trips Mobile run planning, Magic Optimise, your van and stops, and the vehicle log book (paid Trips Booster add-on) - [Getting started with Trips](https://academy.petboost.com/guides/trips/getting-started/): Trips turns a day of mobile appointments into a run, with the stops in the order you drive them, the drive time and predicted arrival at each one, and a hand-off to Google Maps. - [Vehicle Log Book Export](https://academy.petboost.com/guides/trips/vehicle-log-book/): Trips builds a vehicle log book from the mobile runs you have already driven, one row per stop with the drive from the one before, and exports it as a CSV or a PDF. It needs the Trips Booster add-on. ### Resources Manage locations, kennels, rooms, and equipment - [Getting Started with Resources](https://academy.petboost.com/guides/resources/getting-started/): Resources are the spaces, equipment and schedules your services are booked into, such as rooms, pens, vans or a meet and greet calendar. Each one has a type, a number of pets it takes at a time, working hours and the services that use it. - [Resource Capacity Management](https://academy.petboost.com/guides/resources/capacity-management/): A resource's Pets at a Time is how many pets can use it at the same moment, not how many it takes in a day. Petboost stops online bookings past that number and shows how full each resource is on the calendar. - [Resource Working Hours & Blocked Times](https://academy.petboost.com/guides/resources/working-hours-blocked-times/): A resource is only bookable inside its working hours. Blocked times take it out of use for maintenance, cleaning or events, and special dates change its hours for a date range. - [Service-Resource Assignment](https://academy.petboost.com/guides/resources/service-resource-assignment/): A service lists the resources it can be booked into, such as rooms, stations or vans. You set the list from the resource's Services section or the service's Team & Resources tab, and the service decides whether a resource is required. - [Resources FAQ](https://academy.petboost.com/guides/resources/faq/): Resources are the physical spaces, equipment, and assets that your business uses to deliver services. They can be fixed locations like kennels and rooms, or movable assets like vehicles and equipment. ### Team Members Add and manage your team - [Getting Started with Team Members](https://academy.petboost.com/guides/team-members/getting-started/): Team members are the people who deliver your services. Each one has a role that decides what they can open in Petboost, how many pets they can take at a time, working hours and the services they perform. - [Change your account password](https://academy.petboost.com/guides/team-members/change-your-password/): You change a business login password with a reset email, sent from the team member's profile or from the login screen. Petboost has no field where you type the old password and a new one. - [Pets at a Time](https://academy.petboost.com/guides/team-members/capacity-workload-management/): Pets at a Time = How many pets your team member can handle AT THE SAME TIME. - [Working Hours & Leave Management](https://academy.petboost.com/guides/team-members/working-hours-leave-management/): Each team member has weekly working hours, special dates for set date ranges, and leave that blocks time off. Petboost offers a team member for bookings inside their hours and outside their leave. - [Service Assignment & Skills](https://academy.petboost.com/guides/team-members/service-assignment-skills/): Each team member's Services section lists the services they perform. When a service requires a team member and lists who performs it, Petboost only offers those people, in their own hours. - [Team Members FAQ](https://academy.petboost.com/guides/team-members/faq/): Team members are the people who work in your pet care business. They can be staff members, contractors, or volunteers who help deliver services to your customers. - [Sign in, switch user and log out](https://academy.petboost.com/guides/team-members/signing-in-and-out/): You sign in to Petboost at business.petboost.com with the email and password on your team member login. The menu under your photo and name at the top of the page switches user, signs you out, and resets Petboost when a screen is stuck. - [Managing Rosters & Schedules](https://academy.petboost.com/guides/team-members/rosters-and-schedules/): Set up weekly rosters, manage working hours, handle holidays, and configure special schedules for your team. This guide covers everything from basic weekly hours to advanced scheduling scenarios. - [Scheduling Fundamentals](https://academy.petboost.com/guides/team-members/scheduling-fundamentals/): Petboost scheduling is designed to mirror what actually happens in your business—not force you into a generic template. - [Setting Up Your Sessions](https://academy.petboost.com/guides/team-members/setting-up-your-sessions/): Sessions are the blocks of a working day when bookings can take place, each with its own number of pets at a time. You set them for each team member and resource on Schedules & Sessions. - [Pets at a Time vs Daily Total](https://academy.petboost.com/guides/team-members/pets-at-a-time-vs-daily-total/): Pets at a time is how many pets can be in your care at the same moment, not how many you take in a day. The day's total comes from pets at a time, the length of your sessions and the length of your services. - [The Me page](https://academy.petboost.com/guides/team-members/the-me-page/): Me is your own run sheet, showing the appointments assigned to you on the day you choose, with the notes and the actions you need to work through them. ### Settings Configure your business settings - [Business Settings](https://academy.petboost.com/guides/settings/overview/): Configure your business profile, branding, booking settings, notifications, payments, and policies. - [Getting Started with Account Settings](https://academy.petboost.com/guides/settings/getting-started/): Account Settings is your central hub for configuring your business profile, branding, and core operational preferences. Setting up these correctly ensures a professional appearance and smooth business operations. - [Booking Configuration](https://academy.petboost.com/guides/settings/booking-configuration/): Booking Settings decide whether customers can book and change appointments online, whether their bookings are confirmed straight away, whether they choose their team member and whether they can book a repeating series. - [Lifecycle Automation](https://academy.petboost.com/guides/settings/automations/): Automatic Actions start, complete, invoice and charge appointments without anyone touching them. You choose which ones run, for the whole business and for each service. - [Notifications](https://academy.petboost.com/guides/settings/notifications/): Petboost texts and emails the customer when a booking is made, changed or cancelled, and reminds them before it. You choose which messages go out and when, and which alerts come to you. - [Policies & Paperwork](https://academy.petboost.com/guides/settings/policies-paperwork/): Policies & Paperwork holds your change and cancellation policy, the health records and pet details a customer must provide before they can book, and the terms and waiver they accept when they book. - [Kiosk Mode](https://academy.petboost.com/guides/settings/kiosk-mode/): Kiosk Mode turns a tablet at the front counter into a customer self-service screen, where clients check in, book, and agree to your terms without opening the rest of your business account. - [Payment Settings](https://academy.petboost.com/guides/settings/payments/): Pricing & Payments sets who pays the card and platform fees, the bank details customers use to pay by transfer, and the card reader for in-person payments. Card payments run through Stripe, in Australian dollars. - [Settings FAQ](https://academy.petboost.com/guides/settings/faq/): Click on your business name in the top left sidebar and select "Account Settings", or navigate to Settings from any page. - [Business Hours](https://academy.petboost.com/guides/settings/business-hours/): Settings > Business Details > Hours is where you set the opening hours shown on your showcase page, standing weekday rates, and special-date ranges (hours, a rate, or both). - [Conversion Tracking](https://academy.petboost.com/guides/settings/conversion-tracking/): Petboost sends booking events to Google Ads, Meta, and Google Analytics 4 when you paste your own IDs into Settings > Branding, under Advanced options > Conversion tracking. Leave a field blank to turn that platform off. - [Roles & Permissions](https://academy.petboost.com/guides/settings/roles-and-permissions/): Every team member holds one of four roles, Owner Admin, Admin, Service Performer or Service Supporter, and the role decides which pages and actions they can use. Roles & Permissions shows what each role allows and who holds it. - [Booking Links & Deep Linking](https://academy.petboost.com/guides/settings/booking-links/): Booking links let customers book from your website, social media, emails and printed materials. Share your short booking page link, the direct booking form link, or a deep link to one service or package. - [The Booking Rules Spectrum](https://academy.petboost.com/guides/settings/booking-rules-spectrum/): Every booking rule you add filters out some online availability. This guide shows the spectrum from minimal to maximal rules, how to choose your level, and where each rule is set. - [Bulk Operations](https://academy.petboost.com/guides/settings/bulk-operations/): Bulk operations change many services, team members, pets or blocked times in one pass, instead of editing each one, and cancel many appointments at once. - [Enterprise Multi-Location](https://academy.petboost.com/guides/settings/enterprise-multi-location/): Enterprise Multi-Location runs several locations from one Petboost login. Each location keeps its own calendar, team, services and customers, while Enterprise HQ holds the organisation's billing and subscription. - [Google Review Requests](https://academy.petboost.com/guides/settings/google-reviews/): Ask a customer for a Google review from an appointment, from their profile, or through the star rating on a Report Card. Set your Google Review URL once so every request opens your review form. - [Holiday and Weekday Pricing](https://academy.petboost.com/guides/settings/holiday-and-weekday-pricing/): Petboost can charge a different rate on public holidays, on a day of the week, or across a date range such as the school holidays. You set the rate once and Petboost adds it to matching bookings as its own named line. - [Launch Wizard](https://academy.petboost.com/guides/settings/launch-wizard/): The Launch Wizard is a guided checklist for switching to Petboost. It covers importing data, picking a go-live date, telling clients, and turning the old booking system off so Petboost is the source of truth. - [Payouts and bank account](https://academy.petboost.com/guides/settings/payouts/): Stripe Payouts shows how money moves from a customer's card to your bank account, what has been paid out, what is still processing, when the next payout will arrive and which bank account Stripe pays. - [Public Holidays](https://academy.petboost.com/guides/settings/public-holidays/): The Public Holidays page loads Australia's public holidays for your state, blocks out your team's and resources' calendars on the days you close, and shows your holiday hours on your showcase page. - [Referral Program](https://academy.petboost.com/guides/settings/referral-program/): The Referral Program rewards your business for referring other pet businesses to Petboost. You share your referral link with another pet business. If that business registers through your link and qualifies under the Program Terms, Petboost sends you a gift card. - [Self-Service Readiness Checklist](https://academy.petboost.com/guides/settings/self-service-readiness/): A checklist for turning on online booking with confidence. Set your hard limits, add preferences, test as a customer, choose instant or pending confirmation, then go live. - [Your Booking Page](https://academy.petboost.com/guides/settings/showcase-page/): Your booking page is a free, public microsite for your business on petboost.com.au, where pet owners browse your services, prices, hours and policies and book online. You edit it on Your Booking Page and in the visual editor. - [Schedule Setup and Health Check](https://academy.petboost.com/guides/settings/schedule-setup/): Schedule Setup builds your first calendars from a short wizard. Schedule & Capacity Health Check then lists anything on those calendars that could block bookings. - [Quick Command Centre](https://academy.petboost.com/guides/settings/quick-command-centre/): The Quick Command Centre is a search that opens over any page in Petboost. It finds pets, owners, services, team members, pages and settings, opens the guides for the page you are on, and passes a question to Grazi AI. - [Business details](https://academy.petboost.com/guides/settings/business-profile/): Settings > Business Details holds the legal identity of your business, the words pet owners read about you, and your opening hours. An owner or admin changes it. A service performer or service supporter cannot open Settings at all. - [Branding](https://academy.petboost.com/guides/settings/branding/): Settings > Branding sets how your business looks everywhere a pet owner sees it: your booking page, your emails, your flyers and your QR booking cards. An owner or admin changes it. Nothing on the page goes live until you select Publish Changes. - [Duration and timing](https://academy.petboost.com/guides/settings/duration-and-timing/): Settings > Duration & Timing controls how far ahead a pet owner must book and which start times they are offered. It also holds the buffer either side of an appointment and how Petboost schedules a household that books several pets at once. - [Recommendations](https://academy.petboost.com/guides/settings/recommendations/): Settings > Recommendations lists the software and the training Petboost uses and points customers at. Nothing on the page changes your account. It is a reading list, not a setting. - [Service categories](https://academy.petboost.com/guides/settings/service-categories/): Service Categories groups your services into the tabs a pet owner sees on your booking page, and sets the order those tabs appear in. Open it from Services, then Service Categories. - [Membership categories](https://academy.petboost.com/guides/settings/membership-categories/): Membership Categories groups your membership plans so a pet owner comparing them sees them sorted rather than in one long list. Open it from Memberships, then Membership Categories. - [Account Health Check](https://academy.petboost.com/guides/settings/account-health-check/): The Account Health Check reviews your setup and your last 30 days of booking behaviour, scores it, and hands you a prioritised list of things to fix. Running it changes nothing in your account. It reads, scores and reports. - [Product updates](https://academy.petboost.com/guides/settings/product-updates/): Product Updates is the record of what has shipped in Petboost and what is planned. Find it in the left navigation, below the main sections. Anyone on your team who can see the navigation item can open it. Nothing on the page changes your account. ### Reporting & Intelligence Business intelligence, analytics, insights, and deep dives - [Reporting and Intelligence Overview](https://academy.petboost.com/guides/reporting-and-intelligence/overview/): Reporting and Intelligence is your business intelligence suite inside Petboost. It brings together revenue, appointments, customers, team performance, service analytics, financial health, and geographic data into one place, then tells you what it all means and what to do about it. - [Getting Started with Reporting and Intelligence](https://academy.petboost.com/guides/reporting-and-intelligence/getting-started/): This guide walks you through your first visit to Reporting and Intelligence, from navigating there to reading your first insight card and discovering the intelligence features built into your data. - [Overview Tab](https://academy.petboost.com/guides/reporting-and-intelligence/overview-tab/): The Overview tab is your at-a-glance summary of business performance for the selected date range. It shows your most important metrics, revenue trends, service revenue breakdown, and insight cards calculated from your booking data. - [Day View Tab](https://academy.petboost.com/guides/reporting-and-intelligence/day-view-tab/): Day View is your live lens on one calendar day in Reporting & Intelligence: the money collected, how it was paid, the appointment pipeline, revenue by service and the transaction summary. - [Week View Tab](https://academy.petboost.com/guides/reporting-and-intelligence/week-view-tab/): The Week View tab is one week at a time: what you have taken, what is still to come, which days carried the week, and what your team and your services did. - [Appointments Tab](https://academy.petboost.com/guides/reporting-and-intelligence/bookings-tab/): The Appointments tab analyses your booking volumes, completion rates, status breakdowns, and day-of-week patterns. It also contains the Appointments Deep Dive, which fetches raw appointment records for add-on sales, attach rates, and the appointments table. - [Customers Tab](https://academy.petboost.com/guides/reporting-and-intelligence/customers-tab/): The Customers tab in Reporting & Intelligence tracks your customer base: who is active, who is new, how much they spend and how many pets they bring, with deep dives into your pets, your best and worst customers, and who is overdue. - [Team Tab](https://academy.petboost.com/guides/reporting-and-intelligence/team-tab/): The Team tab provides per-person performance analytics for your team. It shows who's busiest, who generates the most revenue per hour, and where utilisation could be improved. - [Services Tab](https://academy.petboost.com/guides/reporting-and-intelligence/services-tab/): The Services tab in Reporting & Intelligence analyses how each service performs: which earn the most, which are booked most often, how well they use time, and where pricing opportunities are. - [Financial Tab](https://academy.petboost.com/guides/reporting-and-intelligence/financial-tab/): The Financial tab in Reporting & Intelligence shows revenue for the period you choose, broken down by source, with payment status, package revenue, refunds, the transaction summary and revenue forecasting. - [Packages Tab](https://academy.petboost.com/guides/reporting-and-intelligence/packages-tab/): The Packages tab answers one question: how much prepaid credit do you still owe your customers? It lists every outstanding package balance, values it, and lets you export the lot. - [Memberships Tab](https://academy.petboost.com/guides/reporting-and-intelligence/memberships-tab/): The Memberships tab is the health check on your recurring revenue: how many members you have, what they are worth each month, who is drifting, and who has stopped paying. - [Marketing Tab](https://academy.petboost.com/guides/reporting-and-intelligence/marketing-tab/): The Marketing tab shows where your clients come from, then reads your own customers, pets and booking history and turns them into campaign ideas and drafted emails with the recipient list already worked out. Inside the tab it is titled Marketing Ideas. - [Geographic Intelligence (Map Tab)](https://academy.petboost.com/guides/reporting-and-intelligence/geographic-intelligence/): The Map tab provides geographic analysis of your business. It maps revenue by suburb, visualises customer distribution, shows team coverage, and reveals weekday demand patterns across locations. This is an on-demand analysis that geocodes your customer addresses and plots them on an interactive map. - [Capacity Utilisation (Team & Financial tabs)](https://academy.petboost.com/guides/reporting-and-intelligence/capacity-utilisation-tab/): Capacity Utilisation is an on-demand panel inside the Team and Financial tabs in Reporting & Intelligence - it is not its own top-level tab. It shows how your team members' hours and your resources' time are being used, where the gaps are, and what they're costing you in revenue. It unifies team ... - [Understanding Insight Cards](https://academy.petboost.com/guides/reporting-and-intelligence/insight-cards/): How each insight is derived sits behind the help icon on the card. Counting rules for headline tiles (appointments versus completion, campaign links, history that is not un-counted) are in How we count. - [Compare and Forecast](https://academy.petboost.com/guides/reporting-and-intelligence/comparison-and-forecasting/): Compare and Forecast lets you overlay historical comparison data and forward-looking projections onto your analytics. Compare your current performance against prior periods, and project what's likely to happen next, all visible directly on your trend charts and metric cards. - [Filters and controls](https://academy.petboost.com/guides/reporting-and-intelligence/filters-and-controls/): The toolbar at the top of Reporting and Intelligence sets the date range, team and service filters, recalculation, CSV export and email summaries. - [Reporting and Intelligence FAQ](https://academy.petboost.com/guides/reporting-and-intelligence/faq/): Q: How often is the analytics data updated? A: The backend pre-computes analytics data from your raw appointment records. You can see when it was last updated in the toolbar (e.g., "Updated 2h ago"). If you've made recent changes and need the latest numbers, use the Recalculate button to re-compu... - [How we count](https://academy.petboost.com/guides/reporting-and-intelligence/how-we-count/): The rules Reporting & Intelligence uses to count appointments, completion, add-ons, Revenue Calendar days, campaign bookings and revenue, so each tile reads the way it is meant. - [Revenue targets](https://academy.petboost.com/guides/reporting-and-intelligence/revenue-targets/): A revenue target turns a number in your head into a progress bar on the screen. Set a daily, weekly or monthly figure and Petboost shows how far through it you are, on Reporting & Intelligence > Overview and on the Revenue Calendar tab. - [Team Recap](https://academy.petboost.com/guides/reporting-and-intelligence/team-recap/): Team Recap writes a plain-English summary of a day, a week or a date range from your own appointment and revenue data, so you can paste it into your team chat without typing it out. ### Marketing & Sales The marketing and sales tools: the Marketing Hub, the Health Board, and Social Studio - [Marketing and Sales Overview](https://academy.petboost.com/guides/marketing-and-sales/overview/): Marketing & Sales in the sidebar is where the tools for winning customers and keeping them live. The Marketing Hub page lists every one of them with a short description, so you do not have to remember which settings page a tool sits behind. - [Health Board](https://academy.petboost.com/guides/marketing-and-sales/health-board/): The Health Board lists customers who started a booking and did not finish, then sorts the rest of your customers into columns by how recently and how much each household books. - [Social Studio](https://academy.petboost.com/guides/marketing-and-sales/social-studio/): Social Studio turns one of your services, packages, memberships or courses into a branded image to post on Instagram or anywhere else. It also makes posts of your open times and of a pet's visit. ### Customer Journey Complete communication timeline for customer interactions - [Customer Journey Overview](https://academy.petboost.com/guides/customer-journey/customer-journey-overview/): Customer Journey documentation maps all communication touchpoints throughout the customer lifecycle in your pet service business. This comprehensive guide shows exactly when, why, and how each SMS and email is triggered, providing complete visibility into your automated communication system. - [First-Time Customer Journey](https://academy.petboost.com/guides/customer-journey/first-time-customer-journey/): A new customer books online by signing in with a code sent to their mobile, adding their pet and choosing a time. Petboost then messages them at each stage of the booking, following your Notifications settings. - [Returning Customer Journey](https://academy.petboost.com/guides/customer-journey/returning-customer-journey/): A returning customer signs in with a code sent to their mobile, books in four steps and can reschedule or cancel from their own app. Petboost reminds them before each visit and, when you turn it on, texts them when a pet is due to book again. - [Problem Resolution Journey](https://academy.petboost.com/guides/customer-journey/problem-resolution-journey/): When a card hold or a payment is declined, or a booking moves, Petboost texts and emails the customer and your business on its own. Anything after that first message is one your team writes. - [Cancellation Journey](https://academy.petboost.com/guides/customer-journey/cancellation-journey/): When a booking is cancelled, by your team or by the customer in their app, Petboost emails and texts the customer a fixed cancellation message. You choose whether each message sends, and your team writes any follow-up. - [Business-Managed Journey](https://academy.petboost.com/guides/customer-journey/business-managed-journey/): When your team books for a customer, Petboost confirms the booking by email and text if you choose to notify them, reminds them before the visit and emails a receipt once the payment is taken. The wording of each message is fixed, and you choose which ones send and when. ### Billing & Payments Getting paid, automatic payments, cards on file, and invoices - [Moving Clients to Automatic Payments](https://academy.petboost.com/guides/billing-and-payments/moving-clients-to-automatic-payments/): Most owners come to Petboost from messy monthly invoicing: a batch of manual invoices at the end of each month, always a bit behind, often inaccurate, and uncomfortable to chase. Automatic payments fix all of that. Your clients pay per visit, on the day, in line with your terms, and you stop spen... - [Billing & Subscription Overview](https://academy.petboost.com/guides/billing-and-payments/overview/): Petboost has four subscription plans, from Calendar Lite for scheduling to Business Max for high-volume operations. This page compares them and explains transaction fees, the fee waiver, the free trial, power-ups, SMS and appointment allowances, and how to change plan. - [Billing FAQ](https://academy.petboost.com/guides/billing-and-payments/faq/): Common questions about Petboost pricing, subscription plans, fees, payments, and billing. - [Card on File and Payment Methods](https://academy.petboost.com/guides/billing-and-payments/card-on-file/): A card on file is a customer's card saved through Stripe, which Petboost uses for automatic charges, pre-authorisation holds and cancellation fees. Only the customer can enter it, and your team can text them a secure link to add one. - [Card Reader Setup](https://academy.petboost.com/guides/billing-and-payments/card-reader-setup/): A Stripe card reader takes in-person card payments for your bookings, sales and packages. Petboost sends the amount to the reader and records the payment on the booking. - [Fixing Invoice Problems](https://academy.petboost.com/guides/billing-and-payments/invoice-troubleshooting/): Most invoice problems are fixed on the booking's Invoice card: record a payment taken another way, correct the amount, void the charge, retry a declined card or refund a payment. - [Payments and tax compliance](https://academy.petboost.com/guides/billing-and-payments/modern-payments-tax-compliance/): Petboost and Stripe collect your payments and keep the record of them, and your accountant does the accounting from that record. This page shows where the line sits and what to hand over. - [Subscription Waiver (Pro Status)](https://academy.petboost.com/guides/billing-and-payments/subscription-waiver/): Process enough card payments through Petboost in a billing month and Petboost waives your plan fee for the next month. Business Pro, Business Flex and Business Max each have a threshold. - [Understanding Your Fees](https://academy.petboost.com/guides/billing-and-payments/understanding-your-fees/): Three separate fees can apply to a card payment, and each goes to a different party: Stripe's processing fee, the Petboost booking fee, and a card surcharge passed to the customer. Your own rates depend on your plan. - [When to Contact Stripe Support](https://academy.petboost.com/guides/billing-and-payments/when-to-contact-stripe-support/): Stripe runs the payments behind Petboost, so disputes, payouts, account verification, Stripe's fees and card reader faults are Stripe's to resolve. This guide shows which problems go to Stripe and which to Petboost, and how to reach Stripe's support. - [Export Your Data](https://academy.petboost.com/guides/billing-and-payments/export-your-data/): Export Your Data downloads your Petboost records as CSV files, one card for each kind of record. Exporting deletes nothing, and cancelling a subscription is a separate step. ### Communications & Messaging SMS, inbox, bulk send, and Communications Booster - [Communications Booster and 2-Way SMS](https://academy.petboost.com/guides/communications-and-messaging/messaging-pro/): Communications Booster gives your business its own Australian mobile number and a 2-way SMS inbox on Messages, where every text with a customer, automated or typed, sits in one thread. - [Bulk SMS: announcements and marketing](https://academy.petboost.com/guides/communications-and-messaging/bulk-sms/): Mass Text sends one message to many customers, and Bulk Send personalises a message for each customer in a segment. Both are on Messages, and each only reaches customers whose consent covers that type of message. - [SMS Credits and Usage](https://academy.petboost.com/guides/communications-and-messaging/sms-credits/): Every text Petboost sends uses SMS credits, one per segment. Your plan includes a monthly allowance that resets each billing cycle, and credit packs top it up and never expire. - [Pet Owner Communications](https://academy.petboost.com/guides/communications-and-messaging/pet-owner-communications/): Petboost texts and emails your customers automatically as a booking moves along, from the confirmation and reminders to changes, payments and receipts. You choose which messages go out, by which channel and when. - [Business Communications](https://academy.petboost.com/guides/communications-and-messaging/business-communications/): Petboost emails and texts your business about online bookings, declined payments, customer notes, abandoned bookings and each day's run sheet. You choose which of these alerts you receive on Notifications. - [Communication Preferences and Consent](https://academy.petboost.com/guides/communications-and-messaging/consent-management/): Each customer has three communication preferences with your business, for business updates, marketing and reminders to book again. Petboost checks them before every bulk text and rebooking reminder, so each message only reaches customers whose consent covers it. - [Ensuring Petboost Emails and Calendar Invitations Arrive](https://academy.petboost.com/guides/communications-and-messaging/ensuring-email-delivery/): Gmail and Outlook can file Petboost emails as spam or junk, so customers miss confirmations, reminders and receipts. These are the settings a customer changes in their own email app, and how they add a booking to their calendar, since Petboost sends no calendar invitations. - [Communications & Messaging FAQ](https://academy.petboost.com/guides/communications-and-messaging/faq/): Common questions about notifications, SMS, email, and customer communications in Petboost. ### Mission Control The daily operations board - [Mission Control Overview](https://academy.petboost.com/guides/mission-control/overview/): Mission Control is your dedicated operational dashboard for running your pet business day-to-day. It's a one-page command centre designed to help you get 90% of your daily tasks done from a single screen, whether you're on your phone, tablet, or computer. - [Getting Started with Mission Control](https://academy.petboost.com/guides/mission-control/getting-started/): Mission Control is the screen for running the day. It shows every booking in the view you choose, lists what needs attention, and starts a booking, a sale or blocked time from one place. - [Mission Control View Modes](https://academy.petboost.com/guides/mission-control/view-modes/): Mission Control shows the same bookings in up to 12 views, from status columns you drag cards through to a run sheet with every note opened out. Pick the view that matches the work in front of you. - [Mission Control Filtering & Organisation](https://academy.petboost.com/guides/mission-control/filtering-and-organisation/): Master Mission Control's powerful filtering, grouping, and sorting capabilities to find exactly what you need and organise your appointments efficiently. - [Mission Control Attention System](https://academy.petboost.com/guides/mission-control/attention-system/): Attention Required is the card on Mission Control that lists what needs you, from unpaid bookings and unsigned terms to pets with medical needs and birthdays. Each tile opens its own list, with the actions to clear it. - [Dashboard Intelligence & Analytics](https://academy.petboost.com/guides/mission-control/dashboard-insights/): Mission Control displays business insights that help you understand your day, spot trends, and make informed decisions. This guide explains each dashboard card and what the data means for your business. - [Mission Control FAQ](https://academy.petboost.com/guides/mission-control/faq/): Common questions, troubleshooting tips, best practices, and keyboard shortcuts for Mission Control. ### Mobile App Add Petboost to a phone or iPad home screen - [Mobile App Experience Overview](https://academy.petboost.com/guides/mobile-app/overview/): Petboost runs in the browser on your phone or tablet, and you can add it to your home screen so it opens full screen like an app. There is nothing to download from an app store. - [Add Petboost to Your Home Screen](https://academy.petboost.com/guides/mobile-app/add-to-home-screen/): You add Petboost to your phone or tablet's home screen from your browser's menu, and it then opens full screen from its own icon. There is nothing to download from an app store. - [Mobile App FAQ](https://academy.petboost.com/guides/mobile-app/faq/): Answers to common questions about using Petboost on a phone or tablet, where it runs in the browser and opens full screen from your home screen, with nothing to download from an app store. - [Links that open inside Instagram or Facebook](https://academy.petboost.com/guides/mobile-app/links-that-open-inside-instagram-or-facebook/): A Petboost link tapped inside Instagram, Facebook or another social app opens in that app's own browser, where signing in fails. Petboost shows an Almost there... screen instead, and one press and hold reopens the link in Safari or Chrome. ### Grazi AI The in-app support assistant - [Grazi AI Assistant](https://academy.petboost.com/guides/grazi-ai/overview/): Grazi AI is the assistant built into Petboost. Ask it about your business, have it draft a message or show you how to do something, and hand over to the Petboost team when you need a person. ### What Petboost doesn't do Features Petboost does not offer, and the alternative - [Split Payments (What Petboost Doesn't Do)](https://academy.petboost.com/guides/what-petboost-doesnt-do/financial-management/split-payments/): Petboost takes one payment for each appointment invoice, with one method, so a client cannot split one invoice across two cards or pay half cash and half card. To take part of the money another way, record that part as a separate sale and charge the invoice for the rest. - [How to Manage Timesheets & Payroll (What Petboost Doesn't Do)](https://academy.petboost.com/guides/what-petboost-doesnt-do/financial-management/timesheets-and-payroll/): User Question: "Can Petboost track staff timesheets and process payroll?" - [How to Integrate with Accounting Software (What Petboost Doesn't Do)](https://academy.petboost.com/guides/what-petboost-doesnt-do/integrations/accounting-software-integration/): Petboost does not connect directly to Xero, QuickBooks or MYOB. Card payments reach your accounting software through Stripe Bank Feeds, and a statement for your accountant downloads from Billing. - [Using Square, Tyro or Your Bank's EFTPOS Instead of Stripe (What Petboost Doesn't Do)](https://academy.petboost.com/guides/what-petboost-doesnt-do/integrations/bring-your-own-payment-processor/): Petboost takes card payments through Stripe only, so a Square, Tyro or bank terminal cannot connect to it. You can keep your own terminal at the counter and record those payments on the booking as Other EFTPOS. - [How to Run Email Marketing Campaigns (What Petboost Doesn't Do)](https://academy.petboost.com/guides/what-petboost-doesnt-do/marketing-and-communication/email-marketing-campaigns/): Petboost does not send newsletters or promotional emails itself. It builds the list and the message, which open in your own email app, and a dedicated tool such as Mailchimp covers hosted sending, design and campaign analytics. - [How to Manage Retail Inventory (What Petboost Doesn't Do)](https://academy.petboost.com/guides/what-petboost-doesnt-do/retail-and-inventory/inventory-management/): Petboost sells retail products on invoices and quick sales, but it does not track stock. For stock levels, reorder alerts and barcodes, keep a spreadsheet or run a retail point-of-sale system alongside Petboost. - [Custom Forms and Advanced Form Needs](https://academy.petboost.com/guides/what-petboost-doesnt-do/advanced-features/custom-form-builder/): Petboost has a built-in form builder with custom fields, sections, e-signatures and file uploads, sent after booking or required before it, per service. Forms have no conditional logic or branching, so a third-party form can sit alongside Petboost for those. - [White-Label Branding (What Petboost Doesn't Do)](https://academy.petboost.com/guides/what-petboost-doesnt-do/advanced-features/white-label-branding/): User Question: "Can I completely remove Petboost branding and publish a custom app under my business name?"