Track

The Owner's track

Everything an owner has to decide rather than delegate, in the order the decisions come up. Twelve lessons, and the account is set the way you meant it.

15 lessons
Start with lesson 1 of this track

In order

  1. 1Getting started and going liveWork down the Setup list, test it without a real client seeing anything, then switch over without messaging everybody by accident.4 min read · Owner
  2. 2Schedules and Sessions, part 1 - hours, one-off days and public holidaysA schedule is the days someone works. A session is a block inside those hours where appointments can start. A day can be switched on and still offer nothing.6 min read · Owner
  3. 3Schedules and Sessions, part 2 - resources and capacityA resource has its own hours and its own capacity, and a service ignores it entirely until you link the two. This is why a daycare set to 3 still shows a fourth spot.3 min read · Owner
  4. 4Services and add-ons, without confusing the clientTwo settings decide how your booking page reads. The service type, which cannot be changed later, and whether an add-on is paired to a parent service.3 min read · Owner
  5. 5Booking rules: prerequisites, eligibility, notice and cancellationsA rule set once and forgotten is still running. Three tabs on the service decide who can book, how far ahead, and what a late cancellation costs.8 min read · Owner
  6. 6Pricing that runs itself: size bands, special-day rates, multi-pet and long staysA price nobody expected is nearly always a rule somebody set once. Three of them cover most of it: the size of the pet, the day it falls on, and how much of you the booking uses.6 min read · Owner
  7. 7Notifications: 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
  8. 8Terms 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
  9. 9Getting paid: Stripe, the card reader and your payoutsStripe is not optional on a paid plan, and the payments page does nothing until it is connected. The reader, the payout report and the two fee lines all hang off it.4 min read · Owner
  10. 10A 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
  11. 11Add 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
  12. 12Deposits, holds and card on file: which one do you wantA deposit is charged when a booking is made, online or by your team. A hold is placed 72 hours before and charged after, which is why it reaches clients who pay you in person.6 min read · Owner
  13. 13Team 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
  14. 14Reporting: 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
  15. 15Read 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