Academy
Recipes
One task, one screen, no introduction. Every recipe is titled as the question a customer typed.
Get set up
Move off the old system, load the book, and get the settings right once.
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.Recipe1 min read · Owner or front deskAsk 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.Recipe1 min read · Owner or front deskExport your customer list to CSVExport Your Data, under Billing. Ten CSVs that open in any spreadsheet, active subscription or not.Recipe1 min read · OwnerFind 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.Recipe1 min read · Owner or front deskGet out of the in-app browserA link opened inside Instagram or Facebook loses the sign-in cookie. Press and hold, then Open Link.Recipe1 min read · Owner or front deskPause 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.Recipe1 min read · OwnerSee who has not accepted your termsSmart Export on Customers and pets. One segment tells you how many, one column proves it client by client.Recipe1 min read · OwnerSwitching 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.Recipe2 min read · OwnerSwitching 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.Recipe2 min read · OwnerSwitching 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.Recipe2 min read · OwnerSwitching 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.Recipe2 min read · OwnerSwitching 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.Recipe2 min read · OwnerSwitching from HalaxyHalaxy's outstanding balances are a bookkeeping shadow and are left behind on purpose, so nobody arrives owing money they already paid.Recipe2 min read · OwnerSwitching 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.Recipe2 min read · OwnerSwitching 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.Recipe2 min read · OwnerSwitching from Pet ManagerTags, store credit, package credits and membership dates all come across, then the households are compared one for one against Pet Manager.Recipe2 min read · OwnerSwitching 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.Recipe2 min read · OwnerSwitching 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.Recipe2 min read · OwnerSwitching from Revelation PetsSend the customer export from Customers, then Tools, then Export, and tags, store credit, package credits and membership dates follow it across.Recipe2 min read · OwnerSwitching 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.Recipe2 min read · OwnerSwitching 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.Recipe2 min read · OwnerSwitching 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.Recipe2 min read · OwnerSwitching 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.Recipe2 min read · OwnerSwitching 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.Recipe2 min read · OwnerSwitching 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.Recipe2 min read · Owner
Bookings and the calendar
Who can book what, when, and how the day fits together without a clash.
Block one day, or a range, from online bookingBlocked time takes two dates, not one. Same day in both fields blocks a day; move the second and it blocks everything between.Recipe1 min read · Owner or front deskChange a price without texting the clientEvery saved invoice change asks whether to notify. Update silently is the answer when you have already spoken to them.Recipe1 min read · Owner or front deskColour the calendar by team member or resourceColour Mode decides what the cards read their colour from. The colour itself is set on the person or the resource.Recipe1 min read · Owner or front deskConfirm every pending booking at onceBulk Confirm Mode on Mission Control turns the pending group into a tick list, and tells every client when you finish.Recipe1 min read · Owner or front deskMark a stop picked up or dropped offOne button on the Up next card. It changes colour with the dog and advances to the next stop.Recipe1 min read · Walker or driverPause one dog's series and leave the other runningTwo dogs on the same days are two series. Skipping one does nothing to the other unless you tick it.Recipe1 min read · Owner or front deskSkip two weeks of a recurring seriesA break is a cancelled date range, not a pause. Stop at is what brings the series back.Recipe1 min read · Owner or front deskTurn Magic Availability Check off to force a booking inThe switch at the top of the booking form. Off, it saves the start and end you type without asking whether the slot is free.Recipe1 min read · Owner or front deskTurn stack mode on or offStack mode drops the clock and lists the day instead. The keyboard shortcut is S.Recipe1 min read · Owner or front desk
Payments, pricing and profit
What you charge, how you get paid, and what is left after the card fee.
Build your vehicle log book for the BASPick the quarter, build it, add your cents-per-km rate, export the CSV.Recipe1 min read · OwnerCharge a cancellation feeThe choice only appears once the booking is past its notice period, and the amount comes from the service's policy.Recipe1 min read · Owner or front deskCopy a payment link instead of texting itAll three channels make the same link against the same booking. Only SMS spends an SMS credit.Recipe1 min read · Owner or front deskExport your books, and where GST sitsExport Your Data hands you the CSVs. The accounting platform, not Petboost, is the source of truth for tax.Recipe1 min read · OwnerLeave an overpayment as credit on the client's fileThere is no cash balance on a client's file. Credit means package credits, granted at no charge so nothing is taken twice.Recipe1 min read · Owner or front deskMake an attribute add time or money to a bookingA booking property set attaches to an attribute and changes the price, the duration, or how many pets carrying it can be in at once.Recipe1 min read · OwnerMark a booking paid by cash or bank transferPick the method first and the button changes to match. Bank Transfer has two of them, and only one marks the booking paid.Recipe1 min read · Owner or front deskMove future bookings to your new pricesRaising a price leaves the diary alone. Update Existing Bookings is the screen that brings confirmed bookings up to the current catalogue.Recipe1 min read · OwnerRead a client's wallet and credit balanceThe Wallet tab holds money that moved. Credits they are owed sit on the Packages sub-tab beside it.Recipe1 min read · Owner or front deskRefund part of a paymentPartial Refund opens an amount field capped at what was actually paid. A cancellation fee refunds on its own.Recipe1 min read · Owner or front deskRelease or cancel a pre-authorisation holdA hold is not a charge. Releasing it hands the money back, and the client's bank clears it inside a day.Recipe1 min read · Owner or front deskSend a client a link to update their cardThe action is on the Wallet tab of their profile, and it reads Text card update when a card is already saved.Recipe1 min read · Owner or front deskSettle the day in three minutesDay View holds what the day was worth, what has been taken, and how the takings split by method.Recipe1 min read · Owner or front deskTake a card payment away from the counterIn-Person Payments sits inside Advanced options on Pricing & Payments, and the reader it pairs with travels.Recipe1 min read · Walker or driverText or email a receiptThe email sends itself the moment a payment is captured. There is no SMS receipt, and the PDF is two clicks away.Recipe1 min read · Owner or front deskUndo a checkout, or send Ready to Pay back to ConfirmedTwo different undos. One reverses a payment you marked yourself, the other reverses the check out that never took one.Recipe1 min read · Owner or front desk
Get found and get booked
Turning a search, a referral or a walk-past into a booking that shows up.
Client experience and retention
What the owner sees between bookings, and why they come back.
Approve a vaccination a client uploadedThe owner types the vaccine name and the dates. Nothing counts until somebody opens the file and saves their own version.Recipe1 min read · Owner or front deskFind a pet that has disappeared from searchEvery list defaults to active records. An archived pet is one radio button away.Recipe1 min read · Owner or front deskLet both owners log in on one accountA second number on the same profile, not a second profile. Both people book, and the history and the card stay in one place.Recipe1 min read · Owner or front deskMove a pet to a new ownerBuild the new owner first, then ask for the move. Deleting the dog and adding it again loses every visit it ever had.Recipe1 min read · Owner or front deskOpen the pet activity timelineTimeline & Notes on a pet's file, where diary notes, booking notes, finished grooms and photos land in one list.Recipe1 min read · Owner or front deskPreview an intake form as a brand-new clientThe preview is a working form. Fill it in, hit the validation, and nothing is saved or sent.Recipe1 min read · Owner or managerResend the activation SMS to a client who is stuckThe entry is only on the menu while they have not accepted your terms. After that, Quick Login is the one that gets them in.Recipe1 min read · Owner or front deskTurn off the booking emails to your own inboxThe 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.Recipe1 min read · Owner
Team and operations
Rosters, pay, capacity, and running the day when you are not the only one working it.
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.Recipe1 min read · Front deskChange 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.Recipe1 min read · Owner or front deskFind 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.Recipe1 min read · OwnerFind 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.Recipe1 min read · Owner or managerPrint 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.Recipe1 min read · Owner or front deskReassign a leaving team member's appointmentsArchiving is blocked while work is still on them. The dialog lists it and asks who takes it.Recipe1 min read · Owner or managerStart and finish a booking without touching itFour switches on Settings, Automatic Actions move a booking from confirmed to paid on its own.Recipe1 min read · Owner
Grow and scale
Reading your own numbers, adding a service line, and a second site or van.
Enrol a client in a course and take the paymentEnrol from the course row, then charge the booking the same way you charge any other.Recipe1 min read · Owner or front deskHide a course until you are ready to sell itA template is never bookable. Clients only see the intakes you publish from it.Recipe1 min read · Owner or trainerMove 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.Recipe1 min read · Owner or trainerSwitch 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.Recipe1 min read · Owner or front desk