Track

The client experience

Everything the owner sees and receives, in the order they meet it. Worth running once from their side before you decide the messages are fine.

12 lessons
Start with lesson 1 of this track

In order

  1. 1The client's side, from sign-up to cancellingYou cannot see the screen a stuck client is on, which is most of the problem. Simulate puts their booking form and their profile in front of you, against your own live settings.7 min read · Owner or front desk
  2. 2Notifications: what the client gets, what you get, and whenMessages do not have a switch each. They sit under a handful of switches, and the page tells you which one. The timing is yours to set, and with Communications Booster the wording can be too.4 min read · Owner
  3. 3Notes, 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
  4. 4Pick a report card themeCard themes dress each report card for the visit, a birthday, Christmas, a first sleepover or the season, picked from the visit date, the service and the pet. They are off until you turn them on.1 min read · Owner or manager
  5. 5Show the visit with Video BoosterVideo Booster puts a short clip of the swim or the play session on the report card, a video on each service and a video on each course lesson, all from one pool of video minutes.3 min read · Owner or manager
  6. 6Catch the calls you cannot answerCall Catcher puts your Communications Booster number on your own phone. A call you cannot take gets a booking link or a voicemail, and every call lands in one log.3 min read · Owner or manager
  7. 7Send a photo in a textPhoto messages put up to ten photos or PDFs in one text from Messages. They are off until an account owner switches them on in Settings, SMS, and the credit each photo uses is shown beside the switch.1 min read · Owner or front desk
  8. 8Let both owners log in on one accountA second number on the same profile, not a second profile. Both people book, and the history and the card stay in one place.1 min read · Owner or front desk
  9. 9Terms and waivers: upload them, collect them, prove who signedAn agreement is stored on the client's account against the exact document they read, which is why replacing that document asks everybody again.4 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. 11See a booking the way the owner sees itPreview as Pet Owner opens the owner's real appointment page for one booking, read-only, and can text them their card.1 min read · Owner or front desk
  12. 12Design the housekeeping section of your booking emailsA custom section replaces the plain Pre-Appointment Message box in confirmation and reminder emails with one you design, for what to bring, where to park and how to get ready.2 min read · Owner