Track
Hand it over
A 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 lessons
In order
- 1Team members, roles and permissionsFour roles decide which pages someone opens and whether money shows on screen. None of them narrows the calendar to one person's own bookings.3 min read · Owner
- 2Getting started and going liveWork down the Setup list, test it without a real client seeing anything, then switch over without messaging everybody by accident.2 min read · Owner
- 3A 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.4 min read · Owner or front desk
- 4Reporting: 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.3 min read · Owner or manager
- 5Change 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.1 min read · Owner or front desk