Pillar
Grow and scale
Reading your own numbers, adding a service line, and a second site or van.
Lessons
4
Recipes
6
Tracks
15
Decision guides
0
Product guides
31
Lessons
Each one shows the screen it is about, running on demo data.
23. Reporting: settling the day, the fees, and who is overdueDay 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.Lesson5 min read · Owner or manager26. Courses and classes end to endA 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.Lesson5 min read · Owner or trainer36. Multi-location and organisationsA 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.Lesson3 min read · Owner109. A puppy course template, week by weekThe 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.Lesson3 min read · Owner or trainer
Recipes
One task, one screen, no introduction.
Enrol a client in a course and take the paymentEnrol from the course row, then charge the first lesson the same way you charge any other booking.Recipe90 sFind your course graduatesGraduates lists every pet that has finished a course, so the next level is offered to the dogs who are ready for it, not to the whole client list.Recipe90 sHide a course until you are ready to sell itA template is never bookable. Clients only see the intakes you publish from it.Recipe90 sMove a student to the next intakeMove to Another Course pairs old sessions against new ones, and decides in one click whether the owner hears about it.Recipe90 sRead your Weekly Wrap on a FridayEvery Friday at 4pm the Weekly Wrap sums up the week. The tab in Reporting & Intelligence holds the same weeks, so you can read it there and step back through the last twelve.Recipe90 sSwitch to another locationThe Locations list sits under your business name in the sidebar. Choosing a site reloads the same section of the app for that site.Recipe90 s
Tracks
A run of lessons that answers one whole job, in the order to take them.
Getting paidEvery way money comes in, and where it goes afterwards. Connect the account, take it at the counter or by link, then reconcile what landed in the bank.Track10 lessonsGrowingThe features that add revenue once the calendar is steady. Packages and plans first, because they change what a quiet week looks like.Track12 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.Track15 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.Track7 lessonsThe Manager's trackWho can do what, whose hours the calendar runs on, and the numbers you are asked about on a Monday. For the person running the floor without owning it.Track7 lessonsGrowing, 2 to 8The point where the calendar stops being yours alone. Capacity, who can see what, and the board everybody works off in the morning.Track5 lessonsFill the quiet daysFind who has stopped coming, message them, and give them a reason to book the Tuesday nobody wants. Five clips and a quiet week looks different.Track9 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 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.Track11 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.Track8 lessonsThe Multi-service trackGrooming, boarding and daycare out of one book is one book with a category on every service. Categories first, because the calendar and the reporting both read them, then what each line is actually constrained by.Track6 lessonsMulti-siteWhat a second location owns on its own, and what head office owns instead. Then the three things that stop at a location boundary: roles, package balances and capacity.Track4 lessonsScalingMore staff, more sites, more rules. The point where the settings stop being yours to remember and have to be written into the account.Track6 lessonsScaling, 8 and upA team big enough that nobody sees the whole day. Permissions, capacity, the views that let each person find their own part of it, and the numbers that tell you which site is working.Track5 lessonsDoing the booksFor whoever reconciles. What the day took, how a cash or bank-transfer booking gets marked off, the two ways money goes back, and what leaves for the accountant.Track9 lessons
Product guides
Where to set it, once you have decided.
Keep reading
Longer pieces on petboost.com.au.
16 Reasons Reporting and Intelligence in Petboost Helps You Get a Grip on Your Numbers5 Signs Your Pricing Problem Is Really a Capacity ProblemMemberships Are Live: Build Recurring Revenue Into Your Pet BusinessPrepaid Packages or Monthly Memberships? The Answer Is Usually BothFrom Solo Operator to Multi-Site: Scaling a Pet BusinessHire Someone or Raise Your Prices? The Take-Home ChasmThe Economics of Add-On Services: Turning $80 Grooms into $120 Appointments