Complete helpguide


Here is a complete planning with all the rooms of your Pet hotel.

Configure Your Rooms or Kennels

In the Settings > Rooms option, you can configure the rooms of your hotel, identifying them with a name/number and, if you wish, assigning them an indicative color (for example, Red for large ones, Green for those with a garden, Blue for the premium ones, Yellow for cat rooms...)

You can find more information in the Settings > Rooms section of this same help guide.



planning hotel for dogs

Using the selector you can navigate between the different months. The green rooms are booking and the orange ones are check-in.

When you make the check-out (the animal leaves the hotel), that stay will no longer appear in the planning.

Weekends are marked in blue, so you can identify them quickly

planning hotel for dogs

If you place yourself above of one of the bookings / check-in, additional information (dates, animals and customer) appears

At the bottom, there is a summary with the number of check-ins, bookings, and animals for each of them for that day.

In the case of past dates, it is most likely that most of the values will be 0:

  • There won't be BOOKINGS because if the customer cancels the booking, you would delete it to free up that space.

  • Only the CHECK-INS that have not yet left will be there; if the check-out has already been done, it will no longer appear in the planning.

For future dates, most entries will be reservations.

On the current date, you will have recorded both reservations and check-ins.

We explain in detail the values of the summary at the bottom:

  • Bookings:

    • Number of bookings: Number of bookings for that day, for example, 5

    • Number of animals from those bookings: For example, 4 bookings are for a single animal, and one booking is for 3 animals, so the number of animals is 7.

  • Check-ins:

    • Number of check-ins: Number of check-ins for that day, for example, 3

    • Number of animals from those check-ins: For example, all check-ins are for a single animal, so the number of animals is 3.


You may also be interested in:

Special configuration: rooms for multiple animals

Keep Reading

Price per room type

Keep Reading

Filling the gaps in the planning. How to make stays in different rooms

Keep Reading

OVERBOOKING. Admit more bookings to guarantee the occupation

Keep Reading

When a customer requests you an online appointment:

  • You will receive the email with the customer's request.

  • It will be recorded in the software and will appear in:

    • The main screen or daily agenda with a notification icon:

    • In the top menu of the software, an icon will appear.

    • In the View > Online Appointments section, you will find all the requests.



  • Appointments can have different status:

    • Pending to confirm: the customer has requested the appointment but you have not confirmed it

    • Canceled: when you have rejected it



    At the top, there is a search bar that will help you quickly locate an online appointment request, and you can also filter to view all of them or just the canceled or pending ones.

    If you click on the Confirm Button (in green), the data filled in by your customer appears.

    The phone number and WhatsApp are active, so if you click on them, you can call the user or contact them using WhatsApp.

    reservas online peluqueria canina

    You can view the schedule to check for availability by clicking on the View > Schedule button; it opens in a new web browser tab.

    Search for the customer to see if they already exist in your database. If they don't exist, click on the Add Customer and Animals button.

    It's very fast; the data is already pre-filled. Just review the information, add any additional information or privacy (GDPR), and click on Save and Continue.

    You can make changes to the date/time, assign an employee, add services, discounts, and when you save, this request will have turned into an APPOINTMENT.

    Now, it will no longer appear in View > Online Appointments but will appear in View > Appointments or Bookings.

    You can directly send an email from the software to the customer to confirm or cancel their request.

    system for veteterinary online booking

    Just click the Confirm button or the Cancel button.

    The email that will be sent includes the details of your business and the logo, as well as the reservation or appointment details (customer name and animals, date/time).

    In the middle of the email, you can add any additional information you need (complementary information, schedules, price, service prerequisites, etc.).

    If you want, you can receive a copy of the confirmation or cancellation to your email.

    The data of your business, the logo, and the email are configured in the option Configuration > Company Information.



    More information about email consumption (Quota details):

    Keep reading



    ¿How to use the online Booking/Appointment system?


    The system is free and available for pet hotel, pet daycare, pet training, veterinary, and pet grooming.

    Right from the start of working with Gespet, you have access to your online booking page to start using whenever you want.


    Use it as you prefer


    Right from the beginning of working with Gespet, you have your online booking page available to start using whenever you want.
    You can use it in different ways:


    online booking for groomers

    Share the link

    online booking for pet hotel

    Share the QR code

    online booking for kennel

    On your social media

    online booking for vets

    On your website and blog


    • Share the link with your customers via Email, WhatsApp, SMS,...

    • Share the QR code with your customers through email, WhatsApp, SMS, print it, display it in your business, ... They will love it.

    • Use it on your social media, for example, in your Instagram, Twitter profile, ... wherever you'd like.

    • You can also integrate it into your website or blog.




    How does it work?


    1. Just copy the code you want and share it with your customers or include it on your website/blog/social media.

    2. Your customers can request appointments, and you decide whether to accept or reject them.

    3. You receive an email with all the information

    4. The request is automatically recorded in the software

    5. Easily, from that same screen, you can:



    reservas hotel animales

    Check the occupancy


    reservas hotel canino

    See if the customer has unpaid bills


    reservar hotel canino

    Call the customer by phone


    reservar residencia canina

    Contact the customer by WhatsApp


    reserar pension canina

    Send the confirmation email


    reserva pensionado canino

    Or send the rejection email





    online booking for pet-business

    An easy way to share your online reservation link with clients is by sharing the link.

    • Simply access your Gespet account and go to Settings > Online Booking.

    • In tab number 2, select the language for the booking form, and you'll see the link.

    • Copy that code, and you can now share it with your clients.


    If you click on the button the link will open for you to see your online booking page or form.


    Here are some ideas on how you can use it:

    • You can send it via email, WhatsApp, SMS, private message on your social media, ...

    • You can include it in the footer/contact details of your emails, WhatsApp messages, ...

    • If you print advertising, you can include it.

    • It's as simple as sharing a phone number or address.

    What is a QR code?

    QR codes, when read or scanned, can directly display a web page, a message, a phone number, etc.

    In our case, we've programmed the code so that when read or scanned, it automatically shows your online booking page.

    If you select the French language, it will display the page in French. Or if you select the Spanish language, it will display the page in Spanish.

    It's exactly the same as sharing the link, but it will pleasantly surprise your customer with an elegant QR code.


    How to customize the QR code?

    How about making it even more special? Differentiate yourself from your competition by using an elegant custom QR code with an icon in the center – your customer will love it.


    How to share it with your customer?

    Sharing it is exactly like sharing a photo. When they scan it with their mobile phone, your booking page or form will appear, allowing them to request bookings at your business.


    How to read or scan a QR code?

    • On your mobile phone, open the camera app.

    • Point the camera at the code until a message or URL appears.

    • Click on that message, and your online booking page will open automatically.


    Do you know the advantages of using a QR code?


    • QR codes are an excellent way to easily share information with your customers. Quick and Easy Access.

    • They are an innovative and modern marketing option, improving the perception of your business among customers.
      It shows that your business is aware of the latest technological trends.

    • Interactivity. Customers find the interactivity provided by scanning QR codes appealing. This creates a more emotional connection with your business and encourages customer engagement.

    • In summary, using QR codes is a versatile and modern strategy that improves the customer experience, provides convenience, and demonstrates a commitment to innovation.

    At Gespet, we offer you this option for free and very easily. Just select the language and whether you want to customize the design. And you'll have your code ready to use.


    customize your qr code for free


    Craving inspiration? Ready for some exciting suggestions?

    • Do you have a work vehicle? You can print your QR code on adhesive vinyl so that people who see it can scan it and make bookings. By simply leaving your vehicle parked, the number of potential customers for your business will increase significantly.

      online bookings for veterinarians
    • Including it in your email is very easy, for example, in the signature where your details appear.

    • Make a post on your social networks using your new QR code: Instagram, Twitter, Facebook, Pinterest, etc.

      online bookings for dog groomers
    • Are you going to print advertising cards? Include the code and attract the interest of the users who receive them.

    • How about placing it in the showcase of your business? Even if it's closed, you can still receive bookings.

    • And give your customers a refrigerator magnet with your QR code...?. When they want to make an appointment at your grooming, veterinary, pet hotel, etc. They just scan it, and it's done.


    As you can see, the possibilities are endless. What are you waiting for to try it out?. It is available in the Settings > Online Booking option.

    It's very simple:

    • Include a link.

      In Gespet, access your account and:

      • Go to Settings > Online Reservations

      • In option 2. Start using it > Select the language you want, and a code will appear.

      • Click COPY

      Go to Instagram, Twitter, Youtube, or wherever you want:

      • In your profile, tweet, message, or wherever you want to share the link, paste the code you just copied.


    • Read more information about the setup on different social media:

      Click here
    • Include your website or blog. If on your website/blog you have a section to request online bookings, with the integrated form, and you want your customers to access it:

      • Go to Instagram, Twitter, Youtube, or wherever you want:

      • In your profile, tweet, message, or wherever you want the link to appear, paste the URL of your website. For example, www.mywebsite.com/book-appointment-online

    • Publish the QR code.

    • In Gespet, access your account and:

      • Go to Settings > Online Bookings

      • In option 2. Start using it > Select the language you want and customize the QR code design if you want.

      • Click on download.

      On Instagram, Twitter, Youtube, or wherever you want:

      • In your profile, tweet, story, post, message, or wherever you want, publish the QR code, just like you would with a photo or image.


    You can easily integrate the online booking system into your website and blog. The form will appear for your clients to request a booking.

    To choose the one that best suits your needs, you have two options:

    • Include the form directly (this option is called Iframe Mode)

    • Include a button, and when clicked, the form opens in a popup window (this option is called Button Mode)


    How to do it?

    In Gespet, access your account and:

    • Go to Settings > Online Booking

    • In option 3. Integrate it into your website > Select the language you want, and the two options will appear: IFRAME and Button.

    • If you want to include the button, in the Button Mode option, copy the code that appears:


      dog hotel online booking



      At the bottom, you will see the preview. That is how the button will look when you include it on your website/blog.



    • If you want to include the form directly, in the IFRAME Mode option, copy the code that appears:


      dog hotel online booking


    On your website or blog:

    • Access the source code and where you want the button or form to appear, paste the code you just copied. It's that simple.

      (If you don't know how to do it, you can share this code with your webmaster for them to include it on your website)


    On your website, the button that opens the form or the form directly, depending on the option you have chosen, will appear. And you don't have to do anything else.

    You can also use it on:

    • Twitter, Youtube

    • WordPress

    • WooCommerce

    • PrestaShop

    • Magento

    • Blogger

    • Drupal

    • OpenCart

    • Zen Cart

    • osCommerce

    • Joomla

    • Mambo

    • Shopify

    • Squarespace

    • ... more





    From this option, you will see a list with all the bookings.

    If the expected departure date has passed and the check-out has not been done yet, it shows the indicator .

    If you do not want to see overdue entries, you can deactivate it in Settings > Advanced Settings


    You can search using the search bar at the top and sort as you like by clicking on the table's title.

    software for pets how to order data

    More information on ordering and search engines:

    Clic here

    If, for example, you made a mistake when adding a booking, you can simply delete it. This will not leave any record.

    But you can also cancel the booking. The process is similar to deletion, but "leaving a record". If, for example, the customer does not attend the booking, calls to cancel it, or you need to cancel it for some reason... you can cancel it, and there will be a record of that cancellation.

    Additionally, when you go to enter a new booking, you will see the last canceled bookings for that customer and the reason. This way, you can know if a customer usually cancels, does not attend their bookings, etc. before entering a new appointment for them.

    For your information, you can add the type or reason for the cancellation:

    • Cancelled by the business. You cancel the booking or appointment

    • Cancelled by the customer with notice. The customer notifies you in advance that they will not attend the booking.

    • Cancelled by the customer without notice. They do not show up to the booking and do not cancel it.

    • Other reason

    If you want to provide more information, you can do it in the NOTES field. This information is visible only to you; the customer will not see this information.

    When sending the customer the cancellation of the appointment/booking by email, you can send yourself a copy to your email if you wish.

    free online booking for pet hotel

    USEFUL INFORMATION ABOUT CANCELLED BOOKINGS

    You can view this information in different parts of the software:

    • In the customer's file, you can consult the history with all their cancelled bookings.


      free online booking for pet hotel
    • In the option View Bookings > You can filter to see only the cancelled ones

    • Before entering a new Booking or check-in for a customer, a warning will appear to let you know if they have previously canceled appointments.

    You can directly add bookings by clicking the button located at the top right of the screen

    Select the customer, and you will see:

    • All their information

    • Their animals

    • If they have outstanding invoices

    • If they have previously canceled bookings

    • Booking details: dates/times, room, if there is pick-up/delivery service, ...

    You can schedule automatic reminders so that the software reminds them of their booking and much more. Check the section New > Booking for more information.

    To convert to an check-in in that appointment, there are 2 options:

    1. Quick: Ideal for entering massively for multiple animals.

      Click the button

      A pop-up window opens to confirm the operation


      If you click again on the button, that booking is "converted into an check-in," meaning the animal's check-in is recorded, and if this process is successful, a green message appears.

      free online booking for pet hotel

      Now you can:

      • Click Cancel to close the window to perform another task.

      • Click to view in detail or edit that check-in.


    2. Detailed: If you want to see the detail before entering.

      Click on the booking, and the entire detail opens. You can review it and edit what you need.

      At the bottom, click the button



    Pour convertir en arrivée cette réservation, vous avez 2 options :

    1. Rapide : Idéal pour enregistrer plusieurs animaux en masse.

      Cliquez sur le bouton

      Une fenêtre contextuelle s'ouvrira pour confirmer l'opération

      Si vous cliquez à nouveau sur le bouton , cette réservation sera "convertie en arrivée", c'est-à-dire que l'arrivée de l'animal sera enregistrée et, si le processus est réalisé correctement, un message vert apparaîtra.

      Vous pouvez maintenant :

      • Cliquez sur Annuler pour fermer la fenêtre et effectuer une autre tâche.

      • Cliquez sur pour voir en détail ou éditer ce arrivée.


    2. Détaillé : si vous souhaitez voir les détails avant de faire l'arrivée.

      Cliquez sur la réservation et tous les détails s'ouvriront. Vous pouvez les vérifier et modifier ce dont vous avez besoin.

      En bas, cliquez sur le bouton



    Lors de l'enregistrement avec une réservation préalable ("convertir" une réservation en arrivée), vous verrez le vérificateur avancé.

    Il affiche si l'occupation est :

    • ou

    • ou

    Le vérificateur vous montre l'état et vous décidez :

    • Si vous souhaitez modifier ou éditer cette réservation pour attribuer une autre chambre ou chenil avant de faire l'arrivée, cliquez simplement sur le bouton

    • Ou consultez le planning en cliquant sur l'option Voir Planning

    • Ou procédez à l'arrivée dans cette chambre de toute façon en cliquant sur



    Vous pouvez modifier ce dont vous avez besoin, et en bas, vous avez plusieurs options qui vous permettent de :

    1. Supprimer la réservation (elle ne peut pas être récupérée si elle est supprimée)

    2. Imprimer le document récapitulatif, avec toutes les informations du arrivée

    3. Enregistrer, si vous avez apporté des modifications

    4. Check-out ou sortie

    5. Annuler ou sortir sans enregistrer

    Vous pouvez ajouter des rappels automatiques pour que, le jour sélectionné, le logiciel envoie un rappel au client pour son rendez-vous.

    Ajoutez autant de rappels que vous le souhaitez en cliquant sur le bouton AJOUTER.

    Vous pouvez choisir le jour où vous souhaitez que le rappel arrive en entrant une date personnalisée ou en utilisant la calculatrice de dates. Si vous sélectionnez 15 jours avant, le logiciel calculera 15 jours avant la date du rendez-vous.

    Si le client effectue un paiement, notez-le dans la section Avances, et vous verrez que, en bas, le montant total, le montant déjà payé et le montant restant à payer seront affichés.

    Des documents ou des contrats que vous avez configurés pour être imprimés et/ou remis au client apparaîtront.
    Par exemple, conditions d'annulation de réservation, informations préalables à la réservation, ...

    Pour ajouter de nouveaux documents ou contrats associés au rendez-vous, allez dans Outils > Documents et sélectionnez le type Rendez-vous ou Réservation


    Les documents incluent la fonction de complétion automatique des données, ce qui vous fera gagner beaucoup de temps.

    Click on a booking to view it in detail and edit it.

    pet hotel software

    THE CUSTOMER AND THE ANIMALS

    If the customer is new:

    Click on the button


    software pet grooming

    • Fill in the basic and contact information

      The software automatically checks if that email address or ID already exists and shows a warning to avoid duplicate contacts

    • If you want to include more information (address, state, etc.), click on More information

    • To write the information about Privacy/GDPR, click on Privacy

    • Add basic information about their animals
      (Later, in the animal file, you can add more information)

    • Click on Save and continue to continue.


    If the customer already exists:

    • Write the name and select from the drop-down

    • If he already has animals, they will appear on the right. If not, you can add his animals:

      software pet kennel



    In both cases, if the customer has several animals configured, you can select which ones you want to booking/check-in/...


    Next to the customer and the animals, there are some small buttons,to quickly annotate and consult important information.

    pet boarding software



    If there's information, the button is highlighted in red



    Quick access buttons:

    Print customer or pet file

    Important information

    Pick-up and delivery information

    View the address on GoogleMaps

    Hotel and Daycare/Nursery

    Meal planning

    Break planning

    Training and Grooming

    Important veterinary information

    Veterinarian

    Information about Allergies and Intolerances


    You can modify what you need, and at the bottom, you have several options that allow you to:

    1. Delete the booking (cannot be recovered if deleted)

    2. Print the summary document, with all the check-in information

    3. Save, if you have made any changes

    4. Check-out or check-out

    5. Cancel or exit without saving

    You can add automatic reminders so that, on the selected day, the customer receives an email reminder of their booking. These reminders are sent automatically; you don't have to send them manually.

    You can add as many reminders as you want by clicking the ADD button.

    send reminder appointment pet grooming

    You can choose the day you want the notice to arrive by writing a custom date or using the date calculator.
    For example, if you select 15 days before, the software calculates 15 days before the appointment date and writes it in the date field.

    If you select, for example, to send the automatic reminder 7 days before, but there are 5 days left for the booking, logically, it can only be scheduled to be sent 4 days before the booking.

    You can also select the time you want it to be sent from the Time dropdown. If the customer has multiple email addresses, you can choose which one to send it to.

    If you select the "Send me a copy" option, you will receive a copy in your email.

    When you Save, these reminders will be scheduled to be sent on the selected date/time. They will appear here and in the View > Automatic Reminders.

    Reminders cannot be modified, but you can cancel the reminder and create a new one.

    If you modify the service date, the reminders will not be automatically deleted. You can keep the reminders you had scheduled or cancel them and create new reminders, as you see fit.

    For example:

    • The booking was scheduled for check-in on the 23rd at 10:00, and you scheduled an automatic reminder

    • Now you change the check-in time to 12:00 (2 hours later)

    • The reminder will not be modified because it was already scheduled. In the email the customer will receive, it will still inform that the check-in is on the 23rd at 10:00.

    If you want, you can delete that reminder and schedule a new one.


    Read more about the automatic sending of reminders for upcoming booking:

    How to configure your Hotel services efficiently?:

    Keep reading

    If the customer pays money, note it in the Advances section, and you will see that at the bottom, the total money, the amount already paid, and the pending amount to pay are displayed.

    The documents or contracts that you have configured to print and/or deliver to the customer will appear.
    For example, booking or accommodation conditions, legal conditions, rates/prices, requirements, contract, etc.

    You can indicate the type of each document: Privacy, Appointment, Service, ... and for greater convenience, they will appear right at that moment so you can print them, deliver them to the customer, or whatever you need.

    contrat por animal business free template

    To add new documents or contracts associated with the booking, go to the Tools option > Documents and select the type Appointment or booking



    The documents include the auto replace data feature that will save you a lot of time. If you want, you can read more information about documents and contracts below:

    How to configure your Hotel services efficiently?:

    Keep reading

    At the bottom, you will see the price, which is updated as you add extras, discounts, advances, etc.
    It appears detailed:

    • The Base price (without taxes)

    • The money corresponding to the tax you have configured, for example, VAT

    • The final price: base + taxes

    • The money paid (advances)

    • The money pending to be paid


    If you click the Save button, the appointment or booking is recorded in the software, and new buttons appear for:



    • You can Save again if you have made any changes

    • To exit without taking any action, simply click the Cancel button.


    • You can Print the summary document of the appointment or download it in .pdf format

    • You can Send by email the booking confirmation to the customer

      If you want, you can attach the booking summary to the booking confirmation.

      You can also send yourself a copy to your own email.




    • You can start the stay of the animal, that is, check-in.

    • And you can also Delete or Cancel the booking. Check more information about canceled bookings in this same section View bookings > Information about canceled bookings



    List of all check-in that have not been checked out yet, meaning the animals that are currently housed.

    If the expected check-out date has passed and the check-out has not been done yet, display the indicator .

    If you don't want to see overdue check-in, you can deactivate it in Settings > Advanced Settings


    You can search using the search bar at the top and sort as you like by clicking on the table's title.

    software for pets how to order data

    More information on ordering and search engines:

    Clic here

    You can modify what you need, and at the bottom, you have several options that allow you to:

    1. Delete

    2. Print the summary document with all check-in information

    3. Save, if you have made any changes

    4. Check-out or exit

    5. Cancel or exit without saving

    When the stay ends, and the animal leaves the hotel/daycare, the check-out is done.

    You can check-out in two ways:

    • In the View check-in list

    • and within an check-in

    Using the button Check-out


    When you click the button, you will see several options:

    1. Check-out and invoice

    2. or check-out and pay at the PetShop, to add other products or services

    3. or just check-out (to invoice later)

    Choose the one you prefer.

    By clicking on the Check-out button, a pop-up window appears:

    the best software for pet hotels
    • Select whether to generate the sale with or without taxes

    • The remaining amount to be paid is displayed

    • Enter the amount they pay you

    • Select the payment method (Cash, card, etc.). If you click on "Other," the rest of your payment methods will appear, allowing you to select the appropriate one.

      If the customer will be using multiple payment methods, select the Mixed Payment option to add 2 or more payments, for example, paying 20€ using a card and 30€ using cash (money).

      You can configure other payment methods in the Settings > Payment Methods option.

    • Click on Check-out


    The invoice or sales document appears, and you can:

    • Edit what you need: payment date, invoice number, etc.

    • Print it

    • Delete it

    • Send it by email (and have it sent to you by email if you want)


    If not fully paid (for example, the total is $200 and they paid $180), the invoice will be marked as "pending" and will appear in the Report > Unpaid Invoices.

    A pop-up window will appear to confirm that you want to check-out.

    The PetShop software has been opened, and the hotel/daycare accommodation has been added to the ticket.

    You can add products and services to invoice them together.

    • If you want to add products, select them by clicking on them

    • If you want to add services, click on the Invoice service option (for example, veterinarian), and all pending veterinary consultations to be invoiced will appear.

      You can view the service and add it to the ticket.

    The service will be closed or finished. By clicking Pay, the sale is completed, and the invoice is generated.
    Refer to the sales screen help guide for more information

    A pop-up window will appear to confirm that you want to check-out.

    If you click, the check-out is done, and a confirmation appears to indicate whether the check-out was successful.

    If the check-out is successful, you can:

    • Simply close this window and continue with other tasks

    • View the summary document of the check-out by clicking the View Details.

    At the bottom, there are buttons with which you can:

    • Delete

    • Print the summary document

    • Save, if you have made any modifications

    • invoice and invoice here

    • or invoice and invoice in the PetShop, to add other products and services

    You can select the option Charge In PetShop, which allows you to charge for the service in the petshop software:

    • Independently, only for this service.

    • Together with other services, for example, grooming or training.

    • Together with products.

    • Together with products and other services.

    Internally, for your statistics, Gespet will record the portion corresponding to each business area.
    This way, you can determine how much you have earned/billed for each business area and for each product and service, even if they are sold together.

    There may be some special situations, which we will explain with examples:

    SITUATION 1. A pet hotel that accepts payments throughout the stay

    In the case of long stays or for customers with previous unpaid bills, this pet hotel wants to collect a certain amount, for example, at the end of each month, instead of charging the full amount at the beginning or end of the stay.

    The duration is, for example, 4 months, and the estimated amount is, for example, $560. The customer will pay $100 at the end of each month and the remaining amount at the end of the stay.

    How can this be managed?

    • When the customer makes the payment, access that entry.

    • In the Advances option, record the $100 payment.

    • Repeat this process for the remaining payments.

    • When checking this stay, you will see the paid and pending amounts. Also, in the Pending to Invoice report.

    • At the end of the stay, perform the checkout, charge, and invoice. You will see that the customer paid, for example, $300, and $260 are pending.

      • If the customer pays the pending amount (€260), the complete stay will be paid, and the invoice will have a Paid status.

      • If not, the invoice will be pending. Continue reading the next case.


    SITUATION 2. A customer does not pay the full invoice amount

    It may happen that only part of the total service amount is charged. For example, the stay amount is €300, but when checking out, the customer only pays €200, leaving €100 pending.

    This may be because the customer intends to pay that amount later or with another payment method, etc.

    • If you have already completed the check-out, charged, and invoiced (as in the previous case), and after a few days, the customer pays the pending amount:

      • In the View > Sales option, select the invoice. You will see that it has a Pending Payment status.

      • In the Advances section, record the amount the customer pays and click Save.

      • The invoice status:

        • If it is the total remaining amount, the invoice now has a Paid status.

        • If more money is still due, the invoice remains Pending.


    • If, at the end of the customer's stay, you complete the check-out but do not want to charge and invoice yet because you will do so later or when the customer pays the full amount:

      • You can only perform the check-out (without charging or invoicing).

      • In the Advances option, record the amount the customer pays and click Save.

      • When you are ready to charge/invoice, in View > Check-outs, select that Check-out and click on the Charge and Invoice option to generate the invoice.

    Reports for download and printing

    Reports > Pending invoicing: After the check-out, the payment and invoice are made. But meanwhile, you can see the money that has not yet been collected but will be invoiced when the check-out is made.


    EXPORT INFORMATION .XLS FORMAT
    (Settings > Data Management)

    • Check-outs

    IF YOU HAVE MADE A MISTAKE, AND YOU NEED TO MODIFY THAT INVOICE

    The invoices cannot be deleted or modified, because the legislation does not allow this procedure.

    If you have made a mistake when making an invoice (for example the customer you have selected is not the correct one, it's not possible to simply delete that invoice and create a new one or modify it to change the customer. It's necessary to make an Invoce refund. This is a type of invoice that we will use to rectify an ordinary invoice in which we have made a mistake.

    When making an Invoce refund, the previous invoice, the payment and the stay/service/sale are cancelled.

    Invoce refund and Invoices cannot be deleted. When the invoice is canceled by generating a Invoce refund, it's not possible to delete or "undo" that Invoce refund.

    This process is irreversible, for this reason, when you click on the Refund button, the cancellation is not done directly, A pop-up appears for you to confirm that you want to make the Invoce refund. In other words, we have included a double confirmation, so that the Invoce refund is not made by mistake.

    As we said before, making an Invoce refund cancels the previous invoice, the payment and the stay/service/sale. To register that stay/service/sale again, it's necessary to enter the stay/service/sale data again and finish it. Once it's finished, you can make the payment/invoice.

    When you re-enter the stay/service/sale, it will not be duplicated, because the previous one has been canceled when making the Invoce refund.

    Let's see it in an example:

    You have selected John Smith, but it is an error, because the correct client is John Parker and you have already make the invoice. How can you solve it?

    • When making the invoice if you see that you have made a mistake, or in the View > Sales option > select the invoice you want and click on it.

    • Click on the Refund button to making a Invoce refund.

    • You can write the reason why you make the Invoce refund, for example an error in the customer's data.

      factura perros abono

    • This Invoice refund includes reference to the invoice that is being "corrected" (the number and date of the invoice)

    • You can configure the invoice numbering and the numbering of the refund invoice in the Configuration option.

    • You can print it or send it by email if you want

    Now you can do again de check-in, services or sale selecting the correct data and at the end of the check-out, service or sale, you can make the payment/invoice with the correct data.



    At the end of the stay, the check-out is performed. Here you can see a list of all check-outs.


    You can search using the search bar at the top and sort as you like by clicking on the table's title.

    software for pets how to order data

    More information on ordering and search engines:

    Clic here

    By clicking on a check-out, you can view the details and also print the summary document of the check-out, delete it (if it has not been invoiced yet), and invoice it if it was pending.

    There are several ways or accesses to create a new check-out, that is, to end the accommodation of an animal:

    Option 1: At the entrance, at the bottom, by clicking on the button

    Option 2: In view entries > by clicking on the button

    In any case, the process is the same. It is about finalizing the accommodation of the animal. You can:

    • Check-out, and invoice directly.

    • Check-out to charge in-store (you can add products and other services)

    • Only check-out the animal, to invoice later

    • Click on the button Check-out, charge, and invoice.

    • Review all the information, concepts, customer data, etc., and click on charge and invoice.

    • A pop-up window opens


      dog breeders software
    • If that invoice is tax-exempt, select the option (Taxes = NO), and the invoice is generated without taxes.

    • Select the payment method (You can configure all the payment methods you want).

    • Enter in "Paid" the money the customer gives you, and the calculator automatically shows if there is a shortage ("pending") or extra money ("Return").

    • You can print the necessary documents/contracts.

    • Upon completion, the sale and invoice are automatically generated, and you can print and send it by email.

    If you want to add products or services to charge them collectively, you just need to click on the option

    And then:

    • The petshop module will open

    • The stay has already been added to the ticket

    • By clicking on the products, you can add the ones you want

    • By clicking on the Charge service option, you can add services from your grooming, training, veterinary, ...

    • The customer is already automatically selected

    • Now you just need to finalize the sale

    Internally, for your statistics, the software will record the sale according to business areas. That is, if the sale includes, for example, products + accommodation, it will record how much money corresponds to each business area, so that later you can know how much money you have earned with your grooming, hotel, product sales, ...


    How to sell products + services together?

    Keep reading

    If you want to check-out but cannot invoice yet, you just have to click on the button

    This will be very useful if, for example, the client has not yet come to pick up the animal and pay for the service, or if you are going to deliver it to their home and charge them for the accommodation at that moment. If the staff in charge of the animals records the check-out in the software and later the clients at the cash desk/reception pay for the stay, etc. You can already register the check-out and free up the room.

    To later proceed with the payment and invoice, go to the option View > Check-outs > Select it and click on the button

    to finalize, you just have to follow the same steps as in case 1.



    List of all customers. If you have multiple business areas, customer data is accessible from all of them, but customers are categorized by business area. You can consult them all or by business area (for example, only the Grooming customers).

    A small indicator displays the total number of customers.

    software for pet grooming


    At the top of the screen, there is a search bar. If you enter customer information and press enter or click on the magnifying glass, all matches will be displayed

    You can sort the list of customers as you need: 

    software for pets how to order data


    More information on ordering and search engines:

    Clic here

    You can deactivate or mark a customer as "Inactive." When deactivated, their data is not deleted, just hidden.
    The Administrator can view the information of deactivated customers, but those customers are not accessible to Users.

    To add customers, you have two options:

    • Add them individually (one by one) using the Add option.

    • Or add multiple contacts at the same time using the Import option.


    To add them, use the buttons at the top:

    • Click the Add Customer button, fill in the information, and click Save.
      (Refer to the New > Customer section for more information)

    • Or click the Import button and follow the instructions.

    How to import customers in bulk in the software

    Clic here

    If you click on a customer, all the information about them will appear. The Magic Desk is displayed, which is a summary screen or card with all the customer's information.

    At the top, there are 2 buttons:

    • Show/hide the right sidebar menu to expand the workspace

    • Quick actions or "shortcuts" and Additional actions (varies depending on the software you are using)

      •   Send Summary Sheet by Email

      • Print Summary Sheet

      •   Add a new animal for this customer


      HOTEL

        New Reservation and   New check-in in the hotel

      GROOMING

        New Appointment and   New grooming service

      DAYCARE

        New Reservation and   New check-in in daycare

      BREEDING

        New Puppy Sale

      TRAINING

        New Appointment,   New Training/Education Session, and   Sell Course

      STORE

        New Sale

      VETERINARIAN

        New Appointment,   New Veterinary Consultation


    Interactive graphs, which display a summary of the most important information (revenue, profitability, etc.). This information varies depending on the software you are using.

    kennel software reports

    These intelligent statistics help you have a clear view of the activity, profitability, and loyalty of that customer "at a glance."

    PET HOTEL APP

    customer statistics pet kennel software
    • Number of days the animal has stayed in your hotel

    • Number of stays or accommodations in your hotel

    • Average days per stay

    • Total billing of those stays

    • Average billing per stay


    PET GROOMING APP

    customer statistics pet grooming software
    • Number of grooming services for that animal

    • Total invoicing of that animal in grooming services

    • Average price of the grooming services


    PET TRAINING APP

    customer statistics pet training software
    • Number of training/education services for that animal

    • Total invoicing of that animal in training/education services

    • Average price of the training/education services


    PET NURSERY APP

    customer statistics pet nursery software
    • Number of hours the animal has stayed in your hotel

    • Number of stays or accommodations in your hotel

    • Average hours per stay

    • Total billing of those stays

    • Average billing per stay


    PET SHOP APP

    customer statistics pet shop software
    • Number of sales

    • Total products sold

    • Average products sold per store visit (per purchase made)

    • Total revenue (total money spent)

    • Average revenue per visit (average money spent per purchase made)


    VETERINARY APP

    customer statistics veterinary software
    • Number of veterinary consultations performed on their animals

    • Total revenue in veterinary services (total money spent)

    • Average price of the consultations performed


    If the customer has any unpaid invoice, an alert box with the information will be displayed. Clicking on the icon will open the invoice for you to review.

    unpaid invoices dog hotel

    This message about unpaid invoices will also appear before making a new reservation/ appointment/service....

    In this option, you can both view and directly modify the information. Remember that if you make any changes, you need to click the Save button to save that new information.

    Furthermore, by using the quick access buttons, you can call or open WhatsApp to chat with them; click on the corresponding icon (phone, WhatsApp, etc.).


    hotel for dogs customer information

    You can upload a photo or select an icon from the avatar database

    customer file pet business

    Delete a Customer:

    This option is exclusively available to Administrators and is not accessible to Users.

    By selecting the option to delete this customer, all associated information will be permanently removed, including but not limited to:

    • Personal and contact details. Data protection information.

    • Invoices. Check-ins, check-outs, consultations, training sessions, and grooming services.

    • Animals. Pedigrees. Breeding-related data: litters, puppies, weights, etc.

    • Bookings and appointments, including online reservations and appointments.

    • Documents and contracts. Veterinary prescriptions. Attachments. Images.

    • Communications.

    • And any other information related to this customer.

    Before proceeding with the deletion, we strongly advise ensuring that there are no legal obligations to retain specific information for a set period due to tax or accounting regulations.

    Additionally, please note that if necessary, you can download the required information BEFORE continuing, as this deletion process is PERMANENT and data cannot be recovered once deleted.

    Clicking the Delete button will trigger immediate data removal.

    If you’re unsure about legal retention requirements or have any other concerns, consult with a lawyer or a data protection expert to ensure compliance with all relevant regulations.




    Deactivate:


    You can deactivate or mark a customer as "Inactive." When deactivated, their data is not deleted, just hidden.
    The Administrator can view the information of deactivated customers, but those customers are not accessible to Users.

    Select customer > from the right-hand menu Privacy > Deactivation = yes.

    You can add a date and further details about the reason for deactivation.

    If you mark a customer as inactive:

    • When you check the list of customers (View > Customers), you'll see that they have the symbol  , while the rest have the icon  .

    • In their file, you'll see "inactive since date x."

    • They will no longer appear when you search to make a new reservation/appointment, service/check-in, etc.

    You can see the animals associated with the customer and access their animal profiles directly

    proteccion de datos animales

    By clicking on the Animal Data tab, you will see the associated animals, and by clicking on one of them, you can access their profile.


    Highlighted Information

    There are fields where you can add important or highlighted information about the customer and the animals:

    • Important Information

    • Pick-up and Delivery Information

    • Notes or Comments

    This information will appear when you work with this customer/animal, for example, when you record a new reservation. This way, you can quickly access the relevant information.

    animals important information software

    In the side menu, there are more options available depending on the software you are using:

    • Documents: You can store and access documents related to that customer, such as contracts, documentation, etc. Supported file types include:

      • .xls, .xlsx, .doc, .docx, .odt, .ods, .pdf, .rtf, .txt, GoogleDrive Document, and GoogleDrive spreadsheet

      • Maximum file size: 2 MB

    • Reminders: You can make and check important reminders for a customer, and the application will automatically remind you of them.

    • Privacy: Here, you can manage all information related to privacy/GDPR.

      animal data protection regulation

    • Training

      • Training Services: You can see the training/education services sold to that customer.

      • Sales: for training services made to that customer.

    • Grooming

      • Grooming Appointments: You can see all the appointments scheduled for that customer.

      • Grooming Services: A list of all grooming services performed on the animals of that customer.

      • Sales: for grooming services made to that customer.

    • Hotel

      • Bookings: You can see all the reservations scheduled for the animals of that customer.

      • Hotel Stays: A list of all the accommodations for the animals of that customer in your hotel.

      • Sales: for hotel services made to that customer.

    • Daycare

      • Bookings: You can see all the reservations scheduled for that customer.

      • Daycare Stays: A list of all the stays for the animals of that customer in your daycare.

      • Sales: for daycare services made to that customer.

    • PetShop

      • Sales: for store purchases made by that customer.

    • Breeding

      • Sales: for breeding services made to that customer.

    • Veterinarian

      • Appointments: You can see all the appointments scheduled for the animals of that customer.

      • Consultations: A list of all veterinary consultations made for the animals of that customer.

      • Sales or Invoices: for veterinary services made to that customer.

    REPORTS TO DOWNLOAD AND PRINT

    • Customer Report

    • Customer Address Report

    • Profitable Customers Report

    EXPORT INFORMATION (Settings > Data Management)

    • Customers

    • Customer Addresses



    List of all suppliers. If you have multiple business areas, suppliers data is accessible from all of them, but suppliers are categorized by business area. You can consult them all or by business area (for example, only the Grooming suppliers).

    A small indicator displays the total number of suppliers.

    software for pet grooming


    At the top of the screen, there is a search bar. If you enter supplier information and press enter or click on the magnifying glass, all matches will be displayed

    You can sort the list of suppliers as you need: 

    software for pets how to order data


    More information on ordering and search engines:

    Clic here

    To add suppliers, you have two options:

    • Add them individually (one by one) using the Add option.

    • Or add multiple contacts at the same time using the Import option.


    To add them, use the buttons at the top:

    • Click the Add New button, fill in the information, and click Save.
      (Refer to the New > Customer section for more information)

    • Or click the Import button and follow the instructions.

    How to import suppliers in bulk in the software

    Clic here

    If you click on a supplier, all the information about them will appear. The Magic Desk is displayed, which is a summary screen or card with all the supplier's information.

    At the top, there are 2 buttons:

    • Show/hide the right sidebar menu to expand the workspace

    • Quick actions or "shortcuts" and Additional actions

      •   Send Summary Sheet by Email

      • Print Summary Sheet


    You can see statistics with the total number of purchases made to this supplier and the total amount of those purchases.

    If the customer has any unpaid invoice, an alert box with the information will be displayed. Clicking on the icon will open the invoice for you to review.

    unpaid invoices dog kennel

    In this option, you can both view and directly modify the information. Remember that if you make any changes, you must click the Save button to save that new information.

    Furthermore, using the quick access buttons, you can call or open WhatsApp to chat with them; click on the corresponding icon (phone, WhatsApp, etc.).


    pet supplier software

    Delete: If the supplier has data referenced in other parts of the software, such as orders, purchases, etc., they cannot be deleted directly. Deleting them would cause errors in the rest of the software because those purchases, orders, etc., would no longer be associated with any supplier.

    For this reason, if you want to delete them, you must first remove the data they have referenced before you can delete them.

    If you've been testing the software and entering fictitious data, and now that you've finished the testing phase, you want to delete all the data to start working with the software using real data, we can do it.
    We can permanently delete all this data from the software. Contact us, and we will assist you.

    Deactivate: Our recommendation is that, instead of deleting, you mark them as inactive or "Inactive." This way, you can continue to consult the records of that supplier and all their related information.

    To mark a supplier as Inactive:

    In the View > Suppliers option, select the supplier > in the right sidebar Privacy > Inactive = yes.
    You can also add the date and more details about the reason for inactivity.

    If you mark a supplier as inactive:

    • When you check the list of suppliers (View > Suppliers), you'll see that they have the symbol  , while the rest have the icon  .

    • In their profile, you'll see "Inactive since date x."

    • They will no longer appear when you search to make a new order, purchase, etc.

    In the side menu, there are more options available depending on the app you are using:

    • Documents: You can store and access documents related to that supplier, such as contracts, documentation, etc. Supported file types include:

      • .xls, .xlsx, .doc, .docx, .odt, .ods, .pdf, .rtf, .txt, GoogleDrive Document, and GoogleDrive spreadsheet

      • Maximum file size: 2 MB

    • Reminders: You can make and check important reminders for a supplier, and the application will automatically remind you of them.

    • Privacy: Here, you can manage all information related to privacy/GDPR.

    REPORTS TO DOWNLOAD AND PRINT

    • Suppliers

    EXPORT INFORMATION (Settings > Data Management)

    • Suppliers



    List of all animals. If you have multiple business areas, customer data is accessible from all of them, but animals are categorized by business area. You can consult them all or by business area (for example, only the Grooming animals).

    A small indicator displays the total number of animals.


    kennel software reports

    At the top of the screen, there is a search bar. If you enter information and press enter or click on the magnifying glass, all matches will be displayed

    You can sort the list as you need:

    software for pets how to order data


    More information on ordering and search engines:

    Clic here

    To add animals, you have two options:

    • Add them individually (one by one) using the Add option.

    • Or add multiple animals at the same time using the Import option.


    To add them, use the buttons at the top:

    • Click the Add New button, fill in the information, and click Save.
      (Refer to the New > Customer section for more information)

    • Or click the Import button and follow the instructions.

    How to import animals in bulk in the software

    Clic here

    If you click on a pet, all the information about them will appear. The Magic Desk is displayed, which is a summary screen or card with all the animal's information.

    At the top, there are 2 buttons:

    • Show/hide the right sidebar menu to expand the workspace

    • Acciones rápidas o "atajos" y Acciones adicionales

      Quick actions or "shortcuts" and Additional actions

      •   Send Summary Sheet by Email

      • Print Summary Sheet


      HOTEL

        New Booking and   New check-in in the hotel

      GROOMING

        New Appointment and   New grooming service

      DAYCARE

        New Booking and   New check-in in daycare

      BREEDING

        New Puppy Sale

      TRAINING

        New Appointment,   New Training/Education Session, and   Sell Course

      VETERINARY

        New Appointment,   New Veterinary Consultation


    Interactive graphs, which display a summary of the most important information (revenue, profitability, etc.). This information varies depending on the software you are using.

    kennel software reports

    These intelligent statistics help you have a clear view of the activity, profitability, and loyalty of that customer "at a glance."

    PET HOTEL APP

    customer statistics pet kennel software
    • Number of days the animal has stayed in your hotel

    • Number of stays or accommodations in your hotel

    • Average days per stay

    • Total billing of those stays

    • Average billing per stay


    PET GROOMING APP

    customer statistics pet grooming software
    • Number of grooming services for that animal

    • Total invoicing of that animal in grooming services

    • Average price of the grooming services


    PET TRAINING APP

    customer statistics pet training software
    • Number of training/education services for that animal

    • Total invoicing of that animal in training/education services

    • Average price of the training/education services


    PET NURSERY APP

    customer statistics pet nursery software
    • Number of hours the animal has stayed in your hotel

    • Number of stays or accommodations in your hotel

    • Average hours per stay

    • Total billing of those stays

    • Average billing per stay


    PET SHOP APP

    customer statistics pet shop software
    • Number of sales

    • Total products sold

    • Average products sold per store visit (per purchase made)

    • Total revenue (total money spent)

    • Average revenue per visit (average money spent per purchase made)


    VETERINARY APP

    customer statistics veterinary software
    • Number of veterinary consultations performed on their animals

    • Total revenue in veterinary services (total money spent)

    • Average price of the consultations performed


    In this option, you can both view and directly modify the information. Remember that if you make any changes, you need to click the Save button to save that new information.

    free kennel software

    You can upload a photo form your device or select an icon or avatar from the database with more than 100 avatars available to choose from.

    free vet software

    You can view the data of the associated client and access the customer's profile directly.

    free breeding software

    There are fields where you can add important or highlighted information about the customer and the animals:

    • Important Information

    • Pick-up and Delivery Information

    • Notes or Comments

    This information will appear when you work with this customer/animal, for example, when you record a new reservation. This way, you can quickly access the relevant information.

    animals important information software

    Delete: If the animal has data referenced in other parts of the software, such as associated animals, sales or invoices, reservations/appointments, check-ins/outs/services, etc., they cannot be deleted directly. Deleting them would cause errors in the rest of the software because those invoices, animals, reservations/appointments, etc., would no longer be associated with any animal.

    For this reason, if you want to delete them, you must first remove the data they have referenced before you can delete them.

    If you've been testing the software and entering fictitious data, and now that you've finished the testing phase, you want to delete all the data to start working with the software using real data, we can do it.
    We can permanently remove all this data from the software. Contact us, and we will assist you.

    Deactivate: Our recommendation is that instead of deleting, you mark them as inactive or "Inactive." This way, you can continue to consult the records of that animal and all their related information.

    To mark a animal as Inactive: In the option View > Animals, select the animal > Click on More Information > Inactive = yes. You can also add the date and more details about the reason for inactivity.

    If you mark an animal as inactive:

    • When you check the list of animals (View > Animals), you'll see that they have the symbol  , while the rest have the icon  .

    • In their file, you'll see "inactive since date x."

    • They will no longer appear when you search to make a new booking/appointment, service/check-in, etc.

    In the side menu, there are more options available depending on the software you are using:

    • Documents: You can store and access documents related to that pet, such as contracts, documentation, etc. Supported file types include:

      • .xls, .xlsx, .doc, .docx, .odt, .ods, .pdf, .rtf, .txt, GoogleDrive Document, and GoogleDrive spreadsheet

      • Maximum file size: 2 MB

    • Alerts: You can make and check important reminders for a pet, and the application will automatically remind you of them.

    • Training

      • Training Services: You can view the training/education services sold to this client

      • Sales: Training sales or invoices made to this customer

      • Sessions and Progress: You can view/add training/education sessions for this animal and assess its progress

      • Print Certificate: If you want to award certificates to your customers and animals to motivate and reward their efforts, you can do it conveniently from this option

      • Courses: Courses in which this animal is enrolled

    • Grooming

      • Grooming Appointments: You can view all scheduled grooming appointments for this animal

      • Grooming Services: List of all grooming services performed on this animal

    • Hotel

      • Bookings: You can view all reservations planned for animals of this customer

      • Accommodations or Stays in the Hotel: List of all accommodations for this animal

    • Daycare

      • Bookings: You can view all reservations planned for this customer

      • Accommodations or Stays in the Daycare: List of all accommodations for this animal

    • Veterinary

      • Appointments: You can view all appointments scheduled for this animal

      • Consultations: List of all veterinary consultations for this animal

      • Tests: Veterinary tests conducted for this customer

      • Prescriptions: Veterinary prescriptions issued for this client

      • Physiological Parameters: Record of the physiological parameters of this animal

      • Weights: Record of the weights of this animal

      • Vaccination Control: Record of vaccines administered to this animal

      • Vet History: Complete veterinary history or record of all actions in chronological order

    REPORTS TO DOWNLOAD AND PRINT

    • Animal Report

    • Profitable Animals Report

    EXPORT INFORMATION (Settings > Data Management)

    • Animals

    • Breeding Animals (Breeding Software)



    List of all veterinary contacts. If you have multiple business areas, suppliers data is accessible from all of them, but contacts are categorized by business area. You can consult them all or by business area (for example, only the vet contacts for hotel).

    A small indicator displays the total number of suppliers.

    software for pet grooming

    At the top of the screen, there is a search bar. If you enter contact information and press enter or click on the magnifying glass, all matches will be displayed

    You can sort the list of contacts as you need: 

    software for pets how to order data


    More information on ordering and search engines:

    Clic here

    To add contacts, you have two options:

    • Add them individually (one by one) using the Add option.

    • Or add multiple contacts at the same time using the Import option.


    To add them, use the buttons at the top:

    • Click the Add New button, fill in the information, and click Save.
      (Refer to the New > Customer section for more information)

    • Or click the Import button and follow the instructions.

    How to import contacts in bulk in the software

    Clic here

    If you click on a contact, all the information about them will appear. The Magic Desk is displayed, which is a summary screen or card with all the contact's information.

    At the top, there are 2 buttons:

    • Show/hide the right sidebar menu to expand the workspace

    • Quick actions or "shortcuts" and Additional actions

      •   Send Summary Sheet by Email

      • Print Summary Sheet

      •   Add a new purchase made to this supplier


    In this option, you can both view and directly modify the information. Remember that if you make any changes, you must click the Save button to save that new information.

    Furthermore, using the quick access buttons, you can call or open WhatsApp to chat with them; click on the corresponding icon (phone, WhatsApp, etc.).


    pet supplier software

    Delete: If the contact has data referenced in other parts of the software, such as orders, purchases, etc., they cannot be deleted directly. Deleting them would cause errors in the rest of the software because those purchases, orders, etc., would no longer be associated with any contact.

    For this reason, if you want to delete them, you must first remove the data they have referenced before you can delete them.

    If you've been testing the software and entering fictitious data, and now that you've finished the testing phase, you want to delete all the data to start working with the software using real data, we can do it.
    We can permanently delete all this data from the software. Contact us, and we will assist you.

    Deactivate: Our recommendation is that, instead of deleting, you mark them as inactive or "Inactive." This way, you can continue to consult the records of that contact and all their related information.

    <>To mark a contact as Inactive: In the View > Suppliers option, select the Contact > in the right sidebar Privacy > Inactive = yes.
    You can also add the date and more details about the reason for inactivity.

    If you mark a contact as inactive:

    • When you check the list of Contacts (View > Veterinary), you'll see that they have the symbol  , while the rest have the icon  .

    • In their profile, you'll see "Inactive since date x."

    In the side menu, there are more options available depending on the app you are using:

    • Documents: You can store and access documents related to that supplier, such as contracts, documentation, etc. Supported file types include:

      • .xls, .xlsx, .doc, .docx, .odt, .ods, .pdf, .rtf, .txt, GoogleDrive Document, and GoogleDrive spreadsheet

      • Maximum file size: 2 MB

    • Reminders: You can make and check important reminders for a supplier, and the application will automatically remind you of them.

    • Privacy: Here, you can manage all information related to privacy/GDPR.



    List of all invoices you have recorded. If you have multiple business areas, invoices are accessible from all of them, but you can view them collectively or independently (for example, only the Hotel invoices).

    A small indicator with the total number of invoices is displayed.

    At the top of the screen, there is a search bar. If you enter invoices information and press enter or click on the magnifying glass, all matches will be displayed

    You can sort the list of invoices as you need: 

    software for pets how to order data


    More information on ordering and search engines:

    Clic here

    Sales or invoices can have 2 statuses:

    • Paid: If it's fully paid

    • Pending: If it's totally or partially unpaid

    By clicking on a sale from the list, the details will appear, and you can do additional actions: print it, send it via email, or cancel it.


    If you have made a mistake, and you need to "correct" that invoice:

    Keep reading

    REPORTS FOR DOWNLOAD AND PRINT

    • Reports > Billing

    • Reports > Invoice pending

    • Reports > Unpaid invoices

    EXPORT INFORMATION (Settings > Data Management)

    • Billling



    List of all expenses or purchases you have recorded. If you have multiple business areas, expenses or purchases are accessible from all of them, but you can view them collectively or independently (for example, only the Hotel expenses).

    A small indicator with the total number of expenses is displayed.

    At the top of the screen, there is a search bar. If you enter expense information and press enter or click on the magnifying glass, all matches will be displayed

    You can sort the list of expenses as you need: 

    software for pets how to order data


    More information on ordering and search engines:

    Clic here

    To add a new expense, click on the 'Add New' button icon, fill in the details, and click 'Save'.
    (Refer to the 'New > Expenses' section if you want to see more information)

    How to record expenses in the software:

    Clic aqui

    When you click on an expense, the details appear.

    pet supplier invoices software
    • By clicking on the supplier's name, their profile opens in a new tab.

    • By clicking on the supplier's icons, you can view and edit their notes and important information.
      (If they have information, it appears in red).

    • If there are outstanding invoices for that supplier, they will appear on the right-hand side.
      (By clicking the small arrow icon, you can open that unpaid invoice in a new tab).

    REPORTS FOR DOWNLOAD AND PRINT

    • The Report > Expenses > displays the details of expense or purchase invoices within the selected date range and for the chosen business areas. (This is useful for accounting, document preparation, or tax filing, as it provides detailed data for each invoice.)

    • The Report > Results > is more suitable if you prefer to view only the expenses (without the complete invoice details).

    EXPORT INFORMATION (Settings > Data Management)

    • Expenses



    You can view all the automatic reminders and you can filter by status or see them all:

    • Sent: They have been sent.

    • Scheduled:They are scheduled to be shipped on the selected date and time.

      It's not possible to edit a reminder, but you can cancel it and create a new one.

      If you want to cancel a reminder scheduled so that it's not sent, click on that reminder and click CANCEL.

    • Canceled: You have canceled the shipment and they will not be sent.

    • Error: They could not be sent because an error has occurred.

      At the time of sending the reminder to the customer, the software checks the credit of available emails. If there is no credit available, the reminder will not be sent and in the status you will see Error and the reason "You do not have credit to send more emails".


    More information about email consumption (limits on sending emails):

    Clic here

    If you want to see which appointment this reminder corresponds to , just click on the link Grooming/Hotel/Nursery/Training Appointment/booking and the appointment will open in a tab new.

    automatic appointmet reminder groomer

    More information about automatic reminders:

    Clic here



    TAGS:

    online dog reservations facebook | dog hotel sales | kennel bills | planning kennel | planning animals | canine hotel planning | animal hotel software | animal planning | animal data protection | GRPD for animal business | canine hotel privacy terms | kennel privacy terms | data protection for dogs



This website does not use advertising or marketing cookies. It exclusively uses essential cookies for the operation of the website.
You consent to our recommended use of cookies in accordance with our Cookies policy & Privacy policy.