Estimated Time: ~25 minutes

Goal: Learn common Pet taxi workflows and become comfortable with the system.

Tip: Follow the steps sequentially to understand the workflow. Jot down questions for later or contact support.

1. Customer & Pet Management (4 Minutes)

  • Search a Customer (1 minute):
    • Use the search bar at the top of any page.
    • Enter pet name, customer name, breed, phone number, etc.
    • Click on the profile. (Use "Rex" as a demo pet.)
  • Add a Customer (1 minute):
    • Navigate: Left Menu > Quick Add > Customer
    • Fill in customer information.
    • Check "Invite customer to claim their portal profile" (for online booking).
    • If waivers are enabled, have the customer sign or skip for online signing.
    • Click "Add/Edit Customer."
  • Add a Pet (1 minute):
    • On the success message, click "Add Pet."
    • Complete pet information.
    • View profiles via the link or search.
  • Claim Portal (1 minute):
    • Check email for portal invite and click the link.
    • Set password.
    • Update information, upload records, etc.
    • Download receipts, make payments (if enabled).
    • Make a booking.
    • Sign waivers/enter payment info (if required).
    • Complete booking.

2. Booking & Check-In (3 Minutes)

  • Process Booking (1 minute):
    • Refresh admin page; click the cloud icon (notifications).
    • Accept the booking.
  • Book from Store (2 minutes):
    • Quick Book: Click the "+" (Add) button to book multiple days.
    • Daily Calendar: Search for a day to view bookings.
  • Booking Recurring (2 minutes):
    • Navigate: Top Menu > Calendar Icon > Book Regularly.
    • Select days and add regular clients.
    • Remove dates via the pet's profile.
  • Check-In a Pet (1 minute):
    • Navigate: Left Menu > Today > Check-In Dashboard > Pet taxi tab.
    • Check in a walk-in pet via the form at the top.
    • Search for the pet and click "Check-In."
    • View checked-in pets on the "Who's Here" tab.
    • View the open invoice by clicking "Invoice (opened)."
    • Tip: Use the "X" button to undo a check-in.

3. Invoicing & Check-Out (4 Minutes)

  • Invoicing (2 minutes):
    • From Check-In:
      • Pet info is auto-populated.
      • Update services as needed.
      • Add services/retail via "+Add one or more services."
      • Tendering an Invoice:
        • Select payment option.
        • Click "Tender = Due."
        • Click "Paid & Closed."
      • Charging Payment Method on File:
        • Select "Online" payment option.
        • Check "Email client."
        • Click "Charge & Close."
      • Sending an Invoice:
        • Check "Email client."
        • Click "Open & Saved."
      • New Invoice:
        • Navigate: Left Menu > Add > New Invoice.
        • Search for a customer.
        • Select services.
        • Save/close invoice.
      • Recurring Invoices: Follow the recurring invoice tutorial.
  • Check-Out a Pet (1 minute):
    • Click "Check-Out" on the check-in dashboard.
    • Tip: Undo check-out with the "Undo" button. Automatic check-out at day's end.

4. Reporting & Management (6 Minutes)

  • Send a Report Card (2 minutes):
    • Search for the pet.
    • Click "Send Report Card."
    • Fill in questions, add images, embed videos.
    • Clients receive an email and access past reports in the portal.
  • Manage Daily Cash (1 minute):
    • Navigate: Left Menu > Today > Cashsheet.
    • Enter opening and closing cash counts.
    • Verify balance reconciliation.
  • Financial Report (2 minutes):
    • Navigate: Left Menu > Today > Today's Total.
    • View by payment type.
    • Or navigate: Admin > Settings > Reports > Your Daily Report.
  • Business Trends & Bookkeeping (2 minutes):
    • Navigate: Admin > Settings > Reports > Analytics & Reports.
    • Analyze trends, occupancy, utilization.
    • Navigate: Admin > Settings > Reports > Booking & Analytics.
    • View Business analytics, and Bookkeeping data.
  • Package Balance & Management (2 minutes):
    • View balance on the pet's profile.
    • Click the balance link to view calculations.
    • Override balance via Admin > Settings > Management.
    • Package balance and modify past check-ins.
  • Clock-In/Out (1 minute):
    • Click the "+" (Add) button > Clock-In/Out.
    • Enter username and password.
  • Clock-In/Out Reports (1 minute):
    • Navigate: Admin > Settings > Reports > Payroll > Clock-In and Out Report.

5. Going Live & Support 

  • Now complete Step 2/3: Going live (5 min) (link).

 

 

Ongoing Support:

    • In-App Help: Click the "Help" button (bottom right).
    • Ask a question; send a request with screenshots.
    • Book a Chat: Schedule a walkthrough.
    • Email Support: support@pawsadmin.com