Track

Growing

The features that add revenue once the calendar is steady. Packages and plans first, because they change what a quiet week looks like.

12 lessons
Start with lesson 1 of this track

In order

  1. 1Packages: sell one, spend the credits, fix a balanceA package balance is held on the owner's account and stamped with the location that sold it. Those two facts settle most package questions.9 min read · Owner or front desk
  2. 2Memberships: build the plan, enrol someone, pause or cancelA membership is an agreement at a plan's price, and the plan holds every rule that follows. That is also why there is no plan change: to move someone, you cancel and enrol them again.8 min read · Owner
  3. 3A 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.1 min read · Owner
  4. 4Add 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.1 min read · Owner or front desk
  5. 5Your own number, bulk SMS and emailing your listReminders already go out on your plan. Your own number, replies and bulk sends are the Communications Booster, and a bulk send only ever counts the clients who opted in.7 min read · Owner
  6. 6Courses and classes end to endA template decides the shape, a course is one intake of it, and the two are edited in different places. That split explains most course questions.5 min read · Owner or trainer
  7. 7Reporting: settling the day, the fees, and who is overdueDay View splits a day's takings by how each payment arrived, so the drawer and the screen agree. Matching a month to the bank is a different job, and it uses a different number.5 min read · Owner or manager
  8. 8Your booking link, Showcase page and QR codesYou have two links, not one, and they are for different people. Everything else is a way of putting one of them somewhere.3 min read · Owner
  9. 9How 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.3 min read · Owner
  10. 10Intake forms, from the first question to the answer you neededWhere a form is attached decides who gets it. Where the answer lands decides whether anyone ever reads it.4 min read · Owner or manager
  11. 11Get found: Google reviews and the marketing toolsA review request goes out from the booking, pointed at your own review link once it is in. The health board says who to chase, and Social Studio makes the post about it.4 min read · Owner
  12. 12Read 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.1 min read · Owner