Gespet Academy help center for pet business management software





For example, if in a sales document or contract, we want to include the customer's name and contact information, it is not necessary to manually write them in each document for every customer.

The process is very simple. We can include the template text CUSTOMER > NAME, and when making a sale, if we want to print the document, the software will automatically replace it with the name of that customer.

You can then send the contract by email to your customers with their information automatically filled by the system so your customers can sign the contract and send it back to you.

When clicking this icon all available template texts will appear:


Documents, contracts, agreements for animal businesses screenshot for documents and contracts software for pet businesses

Available templates texts


We have included different types of templates with the most commonly used options in documents and contracts:

Type

Name

Replaced with






Business/company Details

Business > Name






The information you saved in the
Settings >
Company Details >
Company details option

Business > Tax ID

Business > More information

Business > Full Address

Business > Mobile Phone

Business > Landline

Business > Email

Business > Website

Business > Logo






Business/company billing Details

Business > Billing information > Legal/Tax name






The information you saved in the
Settings >
Company Details >
Billing information option

Business > Billing information > Tax ID number

Business > Billing information > Full address
(Address + zip code + City + State + Country)

Business > Billing information > Address

Business > Billing information > Zip code/postal code

Business > Billing information > City

Business > Billing information > State

Business > Billing information > Country

Business > Billing information > Mobile phone

Business > Billing information > Landline phone

Business > Billing information > Email

Business > Billing information > Web






Your Customer Details

Customer > Name






The information of that customer

Customer > ID

Customer > Full Address (Address, City, Province, and Country)

Customer > Mobile Phone

Customer > Email

Customer > WhatsApp

Customer > Important information






Pets

Pets > Information (Name, sex and breed)





The information of these pets. If there are several pets, this block is repeated for each one.

Pets > Information (Name, sex, breed and microchip)

Pets > Full information
By default, all information is shown:

  • Name

  • Species

  • Breed

  • Sex

  • Microchip

  • Color

  • Variety

  • Weight

  • Neutered/spayed

  • Date of birth

  • Age

  • Notes

  • Important information

  • Veterinary information

But you can edit it to remove, add and reorder the information.






Patient (Animal) Information

Pet > Name






The information of that animal (Veterinary)

Pet > Specie

Pet > MicroChip

Pet > Gender

Pet > Age

Pet > Last Weight



Breeding > Litter

Breeding > Litter > Name



The information of the litter linked to the puppy booking

Breeding > Litter > Breed

Breeding > Litter > Species

Breeding > Litter > Birth date

Breeding > Litter > Sire > Pedigree name

Breeding > Litter > Dam > Pedigree name





Breeding > Puppy

Breeding > Puppies > Name - Sex - Breed





The information of the puppy assigned to the booking/sale

Breeding > Puppies > Name - Sex - Breed - Pedigree

Breeding > Puppies > Pedigree name

Breeding > Puppies > Species

Breeding > Puppies > Breed

Breeding > Puppies > Birth date

Breeding > Puppies > Sex

Breeding > Puppies > Microchip

Breeding > Puppies > Passport

Breeding > Puppies > Variety

Breeding > Puppies > Color

Breeding > Puppies > Coat

Breeding > Puppies > Size

Breeding > Booking

Breeding > Booking > Deposit

The deposit entered in the puppy booking



Hotel

Check-in > check-in day (number)



The stay data based on the information entered at check-in

Check-in > check-in day (name)

Check-in > check-in month (number)

Check-in > check-in month (name)

Check-in > check-in year

Check-in > expected check-out day (number)

Check-in > expected check-out day (name)

Check-in > expected check-out month (number)

Check-in > expected check-out month (name)

Check-in > expected check-out year

Check-in > Expected stay duration

Check-in > Check-in time (24-hour format)

Check-in > Check-in time (AM/PM format)

Check-in > Check-out time (24-hour format)

Check-in > Check-out time (AM/PM format)



Daycare

Check-in > day (number)



The stay data based on the information entered at check-in

Check-in and check-out > day (name)

Check-in and check-out > month (number)

Check-in and check-out > month (name)

Check-in and check-out > year

Check-in > Check-in time (24-hour format)

Check-in > Check-in time (AM/PM format)

Check-in > Check-out time (24-hour format)

Check-in > Check-out time (AM/PM format)



Grooming

Service date > day (number)



The grooming service data

Service date > day (name)

Service date > month (number)

Service date > month (name)

Service date > year

Service date > start time (24-hour format)

Service date > start time (AM/PM format)

Service date > estimated end time (24-hour format)

Service date > estimated end time (AM/PM format)

Service duration



Training

Service date > day (number)



The training service data

Service date > day (name)

Service date > month (number)

Service date > month (name)

Service date > year

Service date > start time (24-hour format)

Service date > start time (AM/PM format)

Service date > estimated end time (24-hour format)

Service date > estimated end time (AM/PM format)

Service duration



Employee

Name



The assigned employee data

Employee > Name

Employee > Identification document

Employee > Full address

Employee > Mobile phone

Employee > Email

Employee > WhatsApp



Date and time

Date > Day (number)



The information for the day when the document/contract is generated.

Date > Month (number)

Date > Month (name)

Date > Year



Sale

Sale > Base amount



The amounts of this sale/invoice, formatted with the configured currency

Sale > Tax

Sale > Total amount

Sale > Discounts

Sale > Payments / Advances






Prescription

Prescription > Medication (Name)






The data of this Prescription

Prescription > Format

Prescription > Number

Prescription > Date

Prescription > Amount

Prescription > Frecuency

Prescription > Concentration

Prescription > Route of administration

Prescription > Number of containers

Prescription > Container size

Prescription > Usage quantity per container

Prescription > Dispensing type

Prescription > Treatment type

Prescription > Treatment start date

Prescription > Duration (of treatment)

Prescription > Instructions (recommendations)



Veterinary

Veterinary > Name



Veterinarian's Data

Veterinarian > Personal Identifier

Veterinarian > License Number

Veterinarian > Complete Address

Veterinarian > Phone

Veterinarian > Email






Your Supplier Details

Supplier > Name






The information of the supplier

Supplier > Tax ID

Supplier > Full Address (Address, City, Province, and Country)

Supplier > Mobile Phone

Supplier > Email

Supplier > WhatsApp



How to include templates in my documents?



For example, at the end of the document, I want to include customer's name before the sign place.

  1. Place the cursor where you would like to have the customer's name.

  2. Click on the TEMPLATE TEXTS icon

  3. Select Customer > Name and click Save

  4. You will see that the template text has been placed in curly braces

    {$CUSTOMER.NAME}

  5. In that place, the software will automatically replace the template text with the actual name of the customer

Documents, contracts, agreements for animal businesses screenshot for documents and contracts software for pet businesses





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