Track

On the floor

For 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.

15 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. 2Notes, alerts and report cards: what the owner seesA booking carries three separate note boxes and only one of them reaches the owner. The report card is built from that one, and from the photos attached to it.6 min read · Owner or front desk
  3. 3Team forms: SOAP notes, daily logs and report cards your team fills inA team form is the record your team keeps about a pet during a service. Start one from a template, set when it is due, and choose which answers the owner reads.5 min read · Owner or manager
  4. 4Rounds and tasks on a stay dayRounds & Tasks is the pen sheet on a tablet. Set your rounds once, put the daily log on them, and your team works the day from one list of forms and tasks.6 min read · Owner or manager
  5. 5Print 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.2 min read · Owner or front desk
  6. 6Check 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
  7. 7Kiosk and the counter: check-in, retail and a quick saleKiosk mode hands the iPad to the client. Products are thin on purpose, and a quick sale is an invoice with no booking attached.3 min read · Front desk
  8. 8Find 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
  9. 9Opening 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.2 min read · Owner or manager
  10. 10Put 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.2 min read · Owner or manager
  11. 11Find 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.1 min read · Owner or manager
  12. 12Open the pet activity timelineTimeline & Notes on a pet's file, where diary notes, booking notes, finished grooms and photos land in one list.1 min read · Owner or front desk
  13. 13Finding anything, and changing a lot of it at onceA pet that has vanished is almost always archived. A grid that looks short almost always has a filter on. Both leave a mark you can read.2 min read · Owner or front desk
  14. 14Ask 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.1 min read · Owner or front desk
  15. 15Find 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.1 min read · Owner or front desk