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.Recipe2 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 deskChoose what an appointment card showsCard content sets which details print on every appointment card, and in what order. The calendar and Mission Control share the one layout.Recipe2 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, confirms what it can and shows you any booking still owed a deposit.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.Recipe2 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, and warns rather than stops you when the slot is taken.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.
A membership that ends on a dateA fixed-term plan bills a set number of payments and then stops on its own. Nobody has to cancel it, and reporting counts it as completed, never as a cancellation.Recipe1 min read · OwnerAdd an extra to a member's planAn extra is a small priced bundle on top of a membership, such as a Saturday group walk once a week. It bills on the same subscription, so the client still holds one membership.Recipe1 min read · Owner or front deskBuild 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.Recipe2 min read · Owner or front deskCopy a payment link instead of texting itAll three channels make the same checkout 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.Recipe2 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 paid by card. 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 deskSplit a payment across two cardsSplit this payment takes part of the balance now with one method and leaves the rest for another. Two people paying half each is two parts on one invoice.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 driverTake a dollar off one lineAn invoice line's discount can be a percentage or an exact amount in dollars. Dollars off stay put when the price changes, and never take the line below $0.Recipe1 min read · Owner or front deskText or email a receiptThe email sends itself when a booking is paid in full, and for each deposit or part payment if you switch that on. 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.
How do I get a Book button on Google?Your Google listing can show a button that opens your Petboost booking page. You get your Google listing right, clear the list on Marketing & Tracking, and leave one switch on.Recipe3 min read · OwnerSee which clients are slipping awayThe health board sorts your whole book into seven columns. Sort by recoverable value, not by last visit.Recipe1 min read · Owner
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 deskDesign the housekeeping section of your booking emailsA custom section replaces the plain Pre-Appointment Message box in confirmation and reminder emails with one you design, for what to bring, where to park and how to get ready.Recipe2 min read · OwnerFind 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 deskHide your prices until the review stepHide prices until review keeps service prices off your booking page until the owner reaches the review step. Require an account hides your services from anyone not signed in.Recipe1 min read · OwnerKeep two dogs apartA foe set to Keep apart stops the second dog being booked into the same room or with the same team member at the same time, online and at the desk, without moving the booking already there.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 deskPick a report card themeCard themes dress each report card for the visit, a birthday, Christmas, a first sleepover or the season, picked from the visit date, the service and the pet. They are off until you turn them on.Recipe1 min read · Owner or managerPreview 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 managerRead the call log and call backCalls under Messages & Calls lists every call in and out of your Petboost number, newest first, with missed calls in red. One tap from a missed call to ringing them back.Recipe1 min read · Owner or front deskResend 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 deskSee a booking the way the owner sees itPreview as Pet Owner opens the owner's real appointment page for one booking, read-only, and can text them their card.Recipe1 min read · Owner or front deskSend a photo in a textPhoto messages put up to ten photos or PDFs in one text from Messages. They are off until an account owner switches them on in Settings, SMS, and the credit each photo uses is shown beside the switch.Recipe1 min read · Owner or front deskSet which vaccinations a service requiresVaccination protocols name each vaccine you track. Then a certificate with no expiry still gets a due date, and each service can name the vaccinations it needs.Recipe2 min read · Owner or managerTurn 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.
Change 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 deskCheck a walk-in in from Mission ControlQuick Check-in books a walk-in for today, starting now, as a new or an existing customer, and the card lands on the board already started.Recipe1 min read · 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. Up to five tabs read the same day differently, and a phone opens on My day.Recipe1 min read · Owner or managerHide done rounds on the calendarShow rounds puts each round and its forms on the calendar beside the bookings. Hide done rounds, on from the start, keeps only the work still to do in view.Recipe1 min read · Owner or team memberOpening and closing checklists with tasksAn opening or closing checklist is a set of tasks for the business, one task per job, so you can see which jobs are done, who did them and when.Recipe2 min read · Owner or managerPrint the run sheet with full notesThe branded run sheet PDF carries every note block in full, with the switches you leave on. It can add each pet's earlier visits too, and team members can print it without prices.Recipe2 min read · Owner or front deskPut a meeting or errand on a team member's daySomething on a team member's day that is not a booking with a pet, such as a meeting, a vet run or the banking, is a task for the business with a time and who does it. It shows on their day and never takes a slot.Recipe2 min read · Owner or managerRead and tame the bellThe bell holds what happened for you to see. My notifications sets what lands in it and what reaches your phone, one person at a time.Recipe1 min read · Owner or managerReassign 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 first lesson the same way you charge any other booking.Recipe2 min read · Owner or front deskFind 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.Recipe1 min read · Owner or trainerHide 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 trainerRead 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.Recipe1 min read · OwnerSwitch 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