Requiring pet boarding deposits can reduce no-shows and cancellations, and increase customer accountability. In PawsAdmin, you can set up a seamless flow to charge deposits. Here is how:

 

1. Set Up Boarding Deposit Percentage

Path: Admin > Settings > Boarding Config

  • Fill in your preferred Deposit Percentage (Between 0 and 100).
  • Leave other settings unchanged.
  • Click Update.

 

2. Making a Boarding Reservation

From PawsAdmin Dashboard:

Path: Top of the menu > Calendar > Boarding Booking View

  • Select Date and Time.
  • Search for a pet, and all family pets will be loaded for easy booking.
  • Select a space.
  • Book and fill in your booking preferences.
  • Click Confirm & Book.
  • Repeat for all family pets.
  • When done, click on Show Invoice.

 

 

Online Booking:

Path: Left Side Menu > Communications > Online Booking > How to Book > Preview

  • Book a Boarding reservation.
  • Accept it in PawsAdmin Dashboard.
  • Once accepted, click on Generate Invoice.

 

3. Deposit Invoice

Following the previous step, on the automatically generated invoice:

  • Make any changes as needed.
  • Check the Is this a deposit invoice checkbox.
  • The totals will be instantly adjusted to the Deposit % set in your settings (Step 1).
  • Choose a payment method.
  • Save the invoice.
  • Or, click Tender=Due and close the deposit invoice.

Note: To charge the payment method on file, activate integrated payment.

  • Once activated, you can save a payment card on a customer's profile page directly.
  • Or, you can require a payment method for online booking (see tutorial here).

 

4. Charge the Remaining Balance

  • In Today > Check Ins, go to the Boarding tab.
  • Click Check In, make updates to the booking preferences as needed.
  • Once checked in, you can find the pet on the Who's Here Tab.
  • Use the search field to instantly locate the pet.
  • Click Generate Invoice.
  • On the invoice, you will find the invoice balance automatically calculated for you.
  • Make adjustments to the invoice as needed.
  • Save the invoice. Or, click Tender=Due and close the invoice, and the remaining balance will be charged.

  • On the invoice, you will find the invoice balance automatically calculated for you 
  • Make adjustments to the invoice as needed
  • Save invoice. Or, click 'Tender=Due', and close the invoice, and the remaining balance will be charged

 

Need Assistance?

If you have any questions, please do not hesitate to contact support!