Pillar
Get set up
Move off the old system, load the book, and get the settings right once.
Lessons
4
Recipes
25
Tracks
35
Decision guides
0
Product guides
42
Lessons
Each one shows the screen it is about, running on demo data.
1. Getting started and going liveWork down the Setup list, test it without a real client seeing anything, then switch over without messaging everybody by accident.Lesson2 min read · Owner12. Terms and waivers: upload them, collect them, prove who signedAn agreement is stored on the client's account against the exact document they read, which is why replacing that document asks everybody again.Lesson2 min read · Owner30. Data in and out: checking a migration, and taking it with youAn 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.Lesson3 min read · Owner111. Service areas: the suburbs you cover, and charging more to go furtherA 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.Lesson3 min read · Walker, driver or sitter
Recipes
One task, one screen, no introduction.
Add Petboost to your phone's home screenThere is no app store download. Your browser puts Petboost on the home screen as an icon, and it opens full screen.Recipe90 sAsk Grazi so it answers first time, and escalate when it cannotAsk for the outcome you want, not the button you cannot find. When it is not enough, hand the thread to a person.Recipe90 sExport your customer list to CSVExport Your Data, under Billing. Ten CSVs that open in any spreadsheet, active subscription or not.Recipe90 sFind your past chats with the teamThe chat history in the Grazi AI panel has two sides. Petboost team is every conversation you have had with a person.Recipe90 sGet out of the in-app browserA link opened inside Instagram or Facebook loses the sign-in cookie. Press and hold, then Open Link.Recipe90 sPause all client messages while you load appointmentsLoading 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.Recipe90 sSee who has not accepted your termsSmart Export on Customers and pets. One segment tells you how many, one column proves it client by client.Recipe90 sSwitching from Acuity SchedulingAcuity 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.Recipe90 sSwitching from BusyPawsThe 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.Recipe90 sSwitching from DaySmart PetDaySmart 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.Recipe90 sSwitching from FreshaFresha 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.Recipe90 sSwitching from GingrGingr 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.Recipe90 sSwitching from HalaxyHalaxy's outstanding balances are a bookkeeping shadow and are left behind on purpose, so nobody arrives owing money they already paid.Recipe90 sSwitching from MoeGoPet 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.Recipe90 sSwitching from PawPartnerPawPartner 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.Recipe90 sSwitching from Pet ManagerTags, store credit, package credits and membership dates all come across, then the households are compared one for one against Pet Manager.Recipe90 sSwitching from Pet PocketbookTags 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.Recipe90 sSwitching from PetExecThe 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.Recipe90 sSwitching from Revelation PetsSend the customer export from Customers, then Tools, then Export, and tags, store credit, package credits and membership dates follow it across.Recipe90 sSwitching from Savvy Pet SpaOne 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.Recipe90 sSwitching from Scout for PetsScout'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.Recipe90 sSwitching from SHARCEvery 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.Recipe90 sSwitching from Square AppointmentsOne Square customer with three dogs becomes one owner and three pets, and tags, store credit, package credits and membership dates come across with them.Recipe90 sSwitching from TimelyThe 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.Recipe90 sSwitching from VagaroVagaro 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.Recipe90 s
Tracks
A run of lessons that answers one whole job, in the order to take them.
Set up right, onceThe configuration that decides whether anyone can book you. Hours and sessions, capacity, the service menu, and the launch itself. Most no-availability calls come back to one of these.Track9 lessonsMigrating inYour book is loaded. Here is what to check, what to fix, and what to leave alone, including the two things to switch off before a single client hears from you.Track7 lessonsStop the no-showsDeposits, holds, reminders and a cancellation policy clients have actually accepted. Four settings and one report, which between them cover most of the empty slots.Track6 lessonsGo-live weekSeven days from loaded to live without a client getting a stray email. The messages stay paused until the last step, which is the one people skip.Track7 lessonsThe Owner's trackEverything an owner has to decide rather than delegate, in the order the decisions come up. Twelve lessons, and the account is set the way you meant it.Track12 lessonsOn the roadFor a walker, driver or sitter working off a phone. The route, the series that repeats, the record you leave, and the shortcut that makes it feel like an app.Track6 lessonsThe Trainer's trackCourses and intakes first, because a trainer sells a plan rather than an hour. Then the forms, the credits and the messages that keep a cohort together.Track6 lessonsSoloOne person, one calendar, no front desk to hand anything to. The settings that matter when nobody is covering for you, and the phone shortcut that replaces the office.Track7 lessonsHand it overA new manager, or a sale. What the other person needs access to, what they need to understand, and the login you do not share.Track5 lessonsThe client experienceEverything the owner sees and receives, in the order they meet it. Worth running once from their side before you decide the messages are fine.Track5 lessonsI cannot get into the app on my phoneThe shortcut that makes Petboost behave like an app, the password reset, and what a client sees when they are the one locked out.Track3 lessons15-minute Christmas prepBlock the closure, set the peak rates, and stop the messages going out while you move things around. The short version of the peak checklist.Track3 lessonsThe Training trackCourses are the spine of a training book, so they come first, then the intake and the money. Levels are the part people run by memory until the third intake, and that is where it stops working.Track7 lessonsThe Puppy School trackAn intake fills on what happens in it, so the template and its weekly titles lead. Then the age window, the forms and the reminders that get six owners into a hall on the same Wednesday.Track6 lessonsThe Walking trackThe run and the round it is built from. Trips first, then the suburbs you sell to, the recurring series behind the week, and the plan that turns a regular into a standing order.Track7 lessonsThe Concierge trackTwo visits a day and an overnight in somebody else's house are two different bookings, and mixing them is what makes an invoice unreadable. Then the proof of visit, and what holds a fortnight.Track8 lessonsMobile and vanA round works when the day's stops are near each other, so the suburb list comes before the pricing. Then the run itself, and taking the money at the kerb rather than chasing it afterwards.Track6 lessonsSwitching from MoeGoWhere a MoeGo book lands once it is in: pet codes as attributes, discount codes still riding on the pet, and the credit, package and membership balances that have to survive the move.Track8 lessonsSwitching from GingrGingr icons become attributes, store credit and package credits stay apart, and you turn Gingr's own online booking off yourself on go-live day. Then the rest of the migrating-in run.Track8 lessonsSwitching from Revelation PetsThe customer export holds every customer and pet but no bookings, so those come out separately. Then what happens to tags, store credit, package credits and renewal dates on the way in.Track8 lessonsSwitching from PawPartnerPawPartner publishes no export steps, so the book is read out of your own account and that login has to stay alive. What lands where, then the go-live run.Track8 lessonsSwitching from Savvy Pet SpaYour one long grooming note comes apart into head and face, body and tail, and feet and legs. Then the credit, package and membership balances, and the rest of go-live week.Track8 lessonsSwitching from TimelyTimely keeps what you know about a dog in one notes field. Where the blade and comb numbers in it end up, and what happens to credit, packages and renewal dates.Track8 lessonsSwitching from Acuity SchedulingAcuity has no pet record, so the dog comes out of the client's name field and the owner list is the first thing to read. Then the credit, package and membership balances, and go-live.Track8 lessonsSwitching from Square AppointmentsOne Square customer with three dogs becomes one owner and three pets. What else moves, what stays behind, and the go-live run after it.Track8 lessonsSwitching from Pet ManagerWhat moves across from Pet Manager, and the household comparison afterwards that finds a pet entered twice. Then the rest of migrating in.Track8 lessonsSwitching from SHARCSHARC holds more clinical detail than a pet profile has fields for, so it lands on the timeline instead. Where everything else goes, then go-live week.Track8 lessonsSwitching from HalaxyHalaxy raises an invoice per appointment and counter payments never come back to it, so those balances are left behind on purpose. What does move, and the go-live run.Track8 lessonsSwitching from PetExecThe temperament test result and the treats and lunch nap flags come across on the pet's timeline. Then credit, packages, renewal dates and the rest of migrating in.Track8 lessonsSwitching from BusyPawsThe Customers CSV carries very little, so the pet detail is read off the profiles instead. Where segments, credit, packages and renewal dates land, then go-live.Track8 lessonsSwitching from Scout for PetsScout's weight field mixes pounds and kilograms, so no weight is written and the old figure waits on the timeline. Everything else that moves, then go-live week.Track8 lessonsSwitching from Pet PocketbookTags, store credit, package credits and membership renewal dates, and what each becomes on the way in. Then the go-live run that follows any migration.Track8 lessonsSwitching from FreshaFresha keeps a client and nothing for the dog, so the pet is read out of the client notes, and a client with no dog named gets a placeholder to rename. Then the go-live run.Track8 lessonsSwitching from VagaroVagaro keeps nothing for the dog and exports notes one customer at a time, so the pet is read out of those notes, and a customer with no dog named gets a placeholder to rename. Then the go-live run.Track8 lessonsSwitching from DaySmart PetNo single DaySmart Pet report lists every client, so the whole book comes from the backup. What maps across, what stays behind, then the rest of migrating in.Track8 lessons
Product guides
Where to set it, once you have decided.
Keep reading
Longer pieces on petboost.com.au.