Track

Running the day

The eleven 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.

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. 2Check 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
  3. 3Rounds 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
  4. 4Choose what an appointment card showsCard content sets which details print on every appointment card, and in what order. The calendar and Mission Control share the one layout.2 min read · Owner or front desk
  5. 5Making 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
  6. 6Recurring 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
  7. 7Editing 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
  8. 8Checkout, 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
  9. 9Why 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
  10. 10Adding 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
  11. 11Notes, 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
  12. 12Read and tame the bellThe bell holds what happened for you to see. My notifications sets what lands in it and what reaches your phone, one person at a time.1 min read · Owner or manager
  13. 13Opening 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
  14. 14Start and finish a booking without touching itFour switches on Settings, Automatic Actions move a booking from confirmed to paid on its own.1 min read · Owner