Track

Front Desk in a morning

The twelve 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.

14 lessons
Start with lesson 1 of this track

In order

  1. 1A 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.8 min read · Owner or front desk
  2. 2Making a booking, from one dog to a nineteen-night stayOne booking holds a card per pet, and each card holds that pet's services. The switch at the top of the form decides whether Petboost picks the time or you do.6 min read · Owner or front desk
  3. 3Recurring bookings, from the first one to the lastOne pattern creates the whole run, and one optional date decides whether a break is a pause or an ending. Changing the days replaces the series rather than editing it.5 min read · Owner or manager
  4. 4Editing a booking, and changing prices on bookings you already haveA price rise moves your catalogue. Bookings already in the diary keep the price they were confirmed at until something moves them, and by default nothing does.3 min read · Owner or manager
  5. 5Adding a customer fast, and the number that already existsA phone number sits on one profile at a time. Almost every "they already exist" message ends at a profile you cannot see, or at a partner who needs their own number on the same account.6 min read · Owner or front desk
  6. 6Find a pet that has disappeared from searchEvery list defaults to active records. An archived pet is one radio button away.1 min read · Owner or front desk
  7. 7Resend 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.1 min read · Owner or front desk
  8. 8Check 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.1 min read · Front desk
  9. 9Checkout, receipts, refunds and creditsThe method you pick at checkout decides how you undo it later. A card charge refunds, a payment you marked yourself un-marks, and an unpaid invoice voids.6 min read · Owner or front desk
  10. 10Split 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.1 min read · Owner or front desk
  11. 11Text 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.1 min read · Owner or front desk
  12. 12Why can't they book? Diagnosing no availabilitySeven settings cause almost every empty calendar. Looking at it as the client narrows it to one in about a minute.3 min read · Owner or manager
  13. 13Colour 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.1 min read · Owner or front desk
  14. 14Turn stack mode on or offStack mode drops the clock and lists the day instead. The keyboard shortcut is S.1 min read · Owner or front desk