Boarding Onboarding Guide: Step 1 of 3 – Set Up

Welcome to PawsAdmin Boarding Program! Let's Get Started!

Estimated Time: ~20 minutes

Goal: Complete setup, walk through common workflows, and get your boarding up and running.

Tip: To stay within the time limit, avoid getting stuck on a specific task. Fill in what you can, and if you have questions, write them down to review later or contact support.

1. Business Profile: Your Brand (2 Minutes)

• Why: This info appears on invoices and communications.
• Action:
  • Go to: Admin > Admin(new) Settings > Your Business.
  • Company Info: Click "Edit." Update your business details and "Save." (link)
  • Logo: Click "Edit." Upload your logo (PNG, JPG, etc.). "Update Logo" (skip if needed). (link)
  • Waiver: Click "Edit." Use our template ("Copy") or paste yours. "Save Waiver." (link)

2. Boarding Services: Pricing & Spaces (5 Minutes)

• Pricing (Required):
  • Go to: Admin > Admin (New) > Settings > Products & Services
  • Click "Edit" next to "Boarding." (link)
  • Click "+Add Price" to add your overnight rates (e.g., "Standard Suite," "Luxury Suite").
  • Add optional "Feeding" and "Add-on" services as needed.
  • "Add" to save each price.
  • Need help? Email your price list to support for import.
• Spaces (Required):
  • Go to: Admin > Admin (New) > Settings > Calendar & Capacity > Space (link)
  • +Step 1: Add Kennel Group: Select your overnight price from the "Associated Invoice Item" dropdown. Name the kennel group (e.g., "Suites"). "Add Kennel Group."
  • +Step 2: Add Kennel/Space - Multiple: Set the kennel name (e.g., "Suite"). Enter the number to create. Set the starting number. Select the kennel group. "Add Kennels."
  • Repeat for all boarding spaces.

3. Client & Pet Profiles: Tailor Your Data (2 Minutes)

• Why: Track essential information.
• Action:
  • Go to: Admin > Admin (New) > Settings > Clients & Pets > Tracked Fields.
  • Pet Fields: Review and disable irrelevant fields. "Add Custom Field" for unique data.  (link)
  • Client Fields: Click the "Client" tab. Review and customize fields. (link)

4. Online Booking & Payments: Streamline Your Process (5 Minutes)

• Online Booking (Optional):
  • Navigate: Left Menu > Communications > Online Booking > Configuration (link)
  • Customize colors, brand message, and cancellation window.
  • Click "Update Configuration."
• Online Payments (Optional):
  • Navigate: Left Menu > Admin > Integrated Payments (link)
  • Connect your Stripe account.
  • Require Payment Info at Booking (Optional):
    • Go back to Online Booking > Configuration (link)
    • Check "Auto-match clients" and "Credit card/deposit required at booking."
    • Click "Update Configuration."

5. Set Up Team Accounts (2 Minutes)

• Navigate: Left Menu > Admin > Settings > Team (link)
• Add Accounts:
  • Click "Add Account" under the appropriate section:
    • Admin: Full system access.
    • Store: Access to all except Admin menu.
    • Clock-In/Out: Employee time tracking.
  • Enter username, email, and password.
  • Check "Send welcome email."
  • Click "Go."
  • Store accounts have the optional ability to restrict login IP addresses.

Additional Setup Options:

• Automated Marketing: Communications > Marketing to enable automated birthday wishes, welcome new customers, vaccination reminders, report cards, loyalty program, newsletter, review collection, and more. (link) (optional)

  Navigate to: Left menu → Admin → Admin(NEW) → Marketing (link)

  1. Enable Birthday notifications 
  2. Enable Vaccination tracking for automatic reminders
  3. Enable Loyalty program for repeat customers
  4. Enable Review collection to build your online reputation
• Boarding Pick-up/Drop-off Hours: Admin > Settings > Calendar & Capacity > General days open (link)

With the common setup steps complete, let's explore how things work in PawsAdmin in Step 2/3: Workflow (15 minutes).

Next Steps:

• Step 2/3: Workflow (Link) (15 minutes)
• Step 3/3: Going Live (Link) (5 minutes)

Need assistance? Contact our support team at support@pawsadmin.com