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