Academy
Tracks
An ordered run of lessons that answers one whole job, from getting set up to Christmas.
By stage
Where the business is up to, from a demo call to a second site.
See 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.6 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.7 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.7 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.8 lessonsGrowingThe features that add revenue once the calendar is steady. Packages and plans first, because they change what a quiet week looks like.7 lessonsScalingMore staff, more sites, more rules. The point where the settings stop being yours to remember and have to be written into the account.6 lessons
By role
The run for the job you do, rather than for the account.
Front 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.11 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.12 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.6 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.6 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.6 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.6 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.7 lessons
By trade
Written from one service line, with that trade on screen.
The 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.8 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.7 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.9 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.6 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.7 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.6 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.7 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.8 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.6 lessons
By size and model
How many of you there are, and whether you work from premises, a van, or more than one site.
SoloOne 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.7 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.5 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.5 lessonsPremisesA shop front with a counter. The morning board, the check-in the client does themselves, and getting paid on the way out.4 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.6 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.4 lessons
Switching from another system
What comes across, what does not, and the order to move it in.
Switching 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.8 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.8 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.8 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.8 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.8 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.8 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.8 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.8 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.8 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.8 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.8 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.8 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.8 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.8 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.8 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.8 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.8 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.8 lessons
By outcome
One job, start to finish, in the order to take it.
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.9 lessonsPrices changed and bookings did notYou raised your prices and the bookings already in the calendar kept the old ones. What a price change actually touches, and how to move the existing bookings across.2 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.5 lessonsGetting 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.7 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.6 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.6 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.5 lessonsA price rise without the painChange the prices, decide what happens to the bookings already in the calendar, and tell clients before they find out at checkout.3 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.5 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.5 lessonsA payment went wrongRefund part of it, release the hold, or put the checkout back. The four ways a payment goes sideways and what each one needs.5 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.4 lessonsA regular got a second dogAdd the dog to the household, then check what the second one is allowed to book. Two clips, and it is usually the second that bites.2 lessonsA household splitTwo owners who both need to book, or one dog that has moved. What to change on the household, and what to move rather than re-create.3 lessonsThe notifications are spamming meYour own inbox is not the client's inbox. Turn off the copies that come to you, then read what clients actually get.2 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.3 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.3 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.3 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.3 lessonsSunday night resetFifteen minutes that make Monday quiet. Clear the pending bookings, block what you are closing, and deal with the series that need a week off.4 lessonsEnd of day in 3 minutesSettle what is outstanding, mark off anything paid in cash or by transfer, and send the receipt somebody asked for on the way out.3 lessons