Pillar
Team and operations
Rosters, pay, capacity, and running the day when you are not the only one working it.
Lessons
8
Recipes
7
Tracks
27
Decision guides
0
Product guides
19
Lessons
Each one shows the screen it is about, running on demo data.
2. Schedules and Sessions, part 1 - hours, one-off days and public holidaysA 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.Lesson3 min read · Owner3. Schedules and Sessions, part 2 - resources and capacityA resource has its own hours and its own capacity, and a service ignores it entirely until you link the two. This is why a daycare set to 3 still shows a fourth spot.Lesson3 min read · Owner16. A day in Mission Control: check-in, the run sheet and Ready to PayReady 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.Lesson4 min read · Owner or front desk22. Team members, roles and permissionsFour roles decide which pages someone opens and whether money shows on screen. None of them narrows the calendar to one person's own bookings.Lesson3 min read · Owner28. Finding anything, and changing a lot of it at onceA 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.Lesson2 min read · Owner or front desk35. Kiosk and the counter: check-in, retail and a quick saleKiosk mode hands the iPad to the client. Products are thin on purpose, and a quick sale is an invoice with no booking attached.Lesson2 min read · Front desk103. Rooms, kennels and pens as resourcesA 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.Lesson3 min read · Owner112. Categories, and staff versus station, across several service linesA 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.Lesson3 min read · Owner or manager
Recipes
One task, one screen, no introduction.
Add a walk-in dog to today's listA 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.Recipe90 sChange your password, or set up a front desk loginPasswords change by emailed reset, never in a Petboost field. Do not share one login for the counter.Recipe90 sFind the service that ignores an automatic actionA service carries its own value, and a service's value wins. The badge under each switch names them.Recipe90 sFind your own day on the Me pageMe opens on My Bookings, so it shows your work and not the whole floor. Four tabs read the same day differently.Recipe90 sPrint the run sheet with full notesThe 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.Recipe90 sReassign a leaving team member's appointmentsArchiving is blocked while work is still on them. The dialog lists it and asks who takes it.Recipe90 sStart and finish a booking without touching itFour switches on Settings, Automatic Actions move a booking from confirmed to paid on its own.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 lessonsFront Desk in a morningThe eleven things a front desk actually does between opening and lunch, in the order they come up. Take a booking, change one, find a client, check them in, take the money.Track11 lessonsA client says they cannot bookThe six settings that hide your availability, in the order worth checking. Run Simulate as that client first, because it usually names the cause before you have finished reading this.Track5 lessonsRunning the dayThe eight things a front desk does every day, from the morning board to the last checkout. Take it in order once and the rest of the week runs on muscle memory.Track8 lessonsChristmas and peak readyPeak rates, closures, deposits and the book-now message, in the order to do them. Worth running in October, because most of it wants to be in place before the phone starts.Track6 lessonsThe Grooming trackLanes and size tiers first, because that is what a grooming book runs on, then the day itself and the record you leave behind on each dog.Track8 lessonsThe Daycare trackDrop-off sessions and capacity are where daycare goes wrong, so they lead. Then the passes and plans that turn a casual dog into a regular one.Track7 lessonsSee it before you sign upThe whole journey from the owner's side: sign up, upload a vaccination, sign the terms, book an assessment, get approved, buy a membership. What a prospect asks to be shown on a demo call.Track6 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 floorFor whoever is with the dogs rather than at the desk. The board, the notes you leave behind, the run sheet, and the walk-in nobody booked.Track6 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 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.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 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 lessonsPremisesA shop front with a counter. The morning board, the check-in the client does themselves, and getting paid on the way out.Track4 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 lessonsWe are closing for a weekBlock the days, deal with the recurring bookings that fall inside them, and tell the clients who already have one. In that order, because the last step depends on the first two.Track4 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 lessons5 minutes before openingPrint the sheet, find the client who rang, and put the walk-in on the board. Three recipes, done before the first dog arrives.Track3 lessonsThe Boarding trackPer-night pricing and the multi-night stay, which is where boarding questions start and usually end. One stay worked through end to end, then the pens behind it and what has to be written down before she arrives.Track9 lessonsThe Daycare and Grooming trackTwo service lines sharing one floor and one calendar. It leads with the booking that is a day and a groom together, because building that one wrong costs a yard place every time.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 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 lessonsSomeone is leaving the teamTheir bookings have to go somewhere before their login goes away. Move the work first, then close the access, in that order.Track3 lessons
Product guides
Where to set it, once you have decided.
Keep reading
Longer pieces on petboost.com.au.
Hiring Your First Team Member: A Pet Business Owner's GuideEmployee or Contractor? The Rules for Pet BusinessesHourly Pay or Commission for Groomers in Australia?Should You Open on Saturdays? 5 Things to Work Out FirstBuilding SOPs for Your Pet Business: A Practical FrameworkIt Is Not the Grooming That Burns You Out: 5 Signs It Is the AdminIncident Reporting 101: A Documentation Framework for Pet Businesses