STEP 1: The customer and the animals
If the customer is new:
Click on the button + New customer
Write 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 the basic information of the animals
(Later, in the animal file you can add more information)
Click on Save and continue to continue with the new booking
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:
In both cases, if the customer has several animals configured, you can select which ones you want to booking.
(If there's information, the button is highlighted in red)
STEP 2:The software checks if that customer has an unpaid invoice, and shows a warning. So, before making a appointment, you will know if the customer has pending payments.
It also displays the client's latest canceled bookings/appointments with the date and reason. You can view more information or check the history of all cancellations by clicking on one of them.
STEP 3: The appointment
Select date and times.
If you want, you can select the employee or groomer who will do the service
note: You can add more employees in Settings > Employees
You can add notes or comments if you want
If you offer this service: check if the service includes pick up and / or delivery at home
You can assign a color flag to the appointment if you wish to identify it more quickly
Color Flag: You can assign a color to quickly identify a booking/check-in/service/... or a customer/animal/... 
For example:
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STEP 4: Rates or services
You don't need to fill out more information to record an appointment.
But if you want, you can fill in the information related to the services (course, behavior correction, show training, transport ...)
By clicking the Add button, you can include more services
The price or fee is automatically filled in.
(You can configure the services and prices in the Configuration > Services option
Includes discounts of money in the different services. Just type the amount and select if it's a % or a quantity of money. For example 10 % or $10 discount.
The discount is applied and at the end of each line, you will see the base price (without taxes) with the discount already applied.
How to configure your services efficiently?:
Clic here Clic hereSTEP 5: Money advances
If the customer pays money, add it in the Advances section and you will see that in the lower part the total money appears, the advances paid and the pending payment.
STEP 6: Print documents and contracts
All the documents that you have configured appear so you can print them and deliver them to the customer.
For example, booking conditions, legal terms, requirements, stay contract, ...
To add new Appointment or booking documents, go to the Tools > Documents option and select the type "Booking"
STEP 7: The automatic scheduled reminders
You can add automatic reminders so that on the selected day, the customers receives an email reminder of their appointment. These reminders are sent automatically, you don't have to send them yourself.
You can choose the day you want the notice to be sent, writing a custom date or using the date calculator. If you select 15 days before, the software calculates 15 before the date of the appointment and writes it in the date field. The same if you select 7, 3, 5 ... days before.
(If you select, for example, to send the automatic reminder 7 days before, but there are 5 days until the appointment, logically it can only be scheduled to be sent 4 days before the appointment.)
You can also select the time you want it to be sent from the Time dropdown. If the customer has several email addresses, you can choose which one you want to send it to.
If you select the option "Send me a copy", you will receive a copy in your email.
When you Save, these reminders will be scheduled to be sent on the selected date and time. They will appear here and in the option View> Automatic reminders.
Reminders cannot be modified, but you can cancel the reminder and create a new one.
If you change the date/time of the service, the reminders will not be deleted automatically . You can keep the reminders that you had scheduled or cancel them and create new reminders, as you prefer.
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For example:
If you want, you can delete that reminder and schedule a new one. |
STEP 8: Summary
At the bottom you will see the price always updated.
It appears detailed:
The Base price (without taxes)
The money corresponding to the tax that you have set up
The final price: base + taxes
The money paid (advances)
The pending paiment money
By clicking on Save, the booking is recorded in the software and new buttons appear to:
Send the booking confirmation by email to the customer
Print the booking summary document
Delete the booking
Start working on that service
Cancel or exit this screen without saving changes
By clicking on Send the confirmation by email a pop-up is opened so you can see the email that will be sent to the customer. The email, includes the dates and animals. You can also include additional information in the field "Comments".
If the customer does not have an email address, a warning message appears. Set up the email address first, and then you can send emails.
Also apperas a warning if the customer does not have the acceptanceof sending electronic notifications required by the GPRD.
note: If you have made changes, remember to SAVE before doing any other action (print, send the email, etc.) otherwise the information will not be updated in that .pdf, email, etc.
>> More information about the consumption of emails (limits on sending emails)
STEP 1: The customer and the animals
If the customer is new:
Click on the button + New customer
Write 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 the basic information of the animals
(Later, in the animal file you can add more information)
Click on Save and continue to continue with the new service
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:
In both cases, if the customer has several animals configured, you can select which ones you want.
(If there's information, the button is highlighted in red)
STEP 2:The software checks if that customer has an unpaid invoice, and shows a warning. So, before making a service, you will know if the customer has pending payments.
STEP 3: The servoce
Select date and times.
If you want, you can select the employee or groomer who will do the service
note: You can add more employees in Settings > Employees
You can add notes or comments if you want
If you offer this service: check if the service includes pick up and / or delivery at home
You can assign a color flag to the service if you wish to identify it more quickly
Color Flag: |
STEP 4: Rates or services
You don't need to fill out more information to record an appointment.
But if you want, you can fill in the information related to the services (course, behavior correction, show training, transport ...)
By clicking the Add button, you can include more services
The price or fee is automatically filled in.
(You can configure the services and prices in the Configuration > Services option
Includes discounts of money in the different services. Just type the amount and select if it's a % or a quantity of money. For example 10 % or $10 discount.
The discount is applied and at the end of each line, you will see the base price (without taxes) with the discount already applied.
How to configure your services efficiently?
Clic here Clic hereSTEP 5: Money advances
If the customer pays money, add it in the Advances section and you will see that in the lower part the total money appears, the advances paid and the pending payment.
STEP 6: Print documents and contracts
All the documents that you have configured appear so you can print them and deliver them to the customer.
For example, service conditions, legal terms, requirements, contract, ...
STEP 7: Summary
At the bottom you will see the price always updated.
It appears detailed:
The Base price (without taxes)
The money corresponding to the tax that you have set up
The final price: base + taxes
The money paid (advances)
The pending paiment money
At the bottom, there are several buttons that allow you to:
Print the service summary document *
Delete the service
Cancel or exit this screen without saving changes
* Note: If you have made changes, remember to SAVE before printing, as otherwise the information may not be up to date.
THE SOFTWARE ADAPTS TO YOUR WAY OF WORKING
You can do the service and leave it "pending payment", because the client comes later to pick up the animal, the client pays later, etc ...:
Click the save button
The service is kept in "pending payment" status
- You can finish and collect the service now:
Click the Pay & invoice button
For each class or session you can do an evaluation. include annotations and an assessment that will allow you to see the follow-up or evolution of each student in the course.
By selecting the animal, you can add a new session and in it indicate the date, all the details about the antecedents, evolution, annotations and comments.
You can also include a numerical assessment, to quickly indicate progress within therapy/training.
For example, if you consider that 1 is the minimum and 10 is the maximum, if today Roko has evolved a lot, you would give her a 10 rating, while if she has done a job or average evolution, you could give her a 5 rating, for example. Similar to scoring on an exam.
You can access this option:
From the option New > Session and evolution > Selecting the animal
From the option View > Courses > Selecting the course
From the option View > Animals > Selecting the animal > Right menu: Courses
You can add new ones and by clicking on one of them, you can see more information and modify it.
Read more information about pet training courses configuration?:
Clic here Clic hereThis option is perfect for selling a combination of multiple sessions (for example a package of 5 classes) or a course consisting of multiple sessions.
On the other hand, if you are going to sell a single "class", education or training session, you have the option NEW > SERVICE.
Before selling a course, you must configure it in the Settings > Services option. If you select Course: yes, when you save it, the Configure course option will appear.
To sell a new course:
Select the customer and animals or add them if they are new
Select the course that you are going to sell (at least you must select one) and if you want to add any complement (for example pet transport service)
If the client pays a cash advance, for example to make a course reservation, you can write it down.
Click Save to finish
You can leave the course "unpaid" or Charge and invoice it.
By selling the course, since you have a series of classes or sessions configured, you will be able to plan or schedule those sessions quickly and create automatic reminders for the customer. As many as you want, so they don't forget their appointments.
You can also check this option from the animal's file, by clicking on the right menu > Courses option.
To motivate and reward the effort of your customers and animals, the software allows you to generate and print certificates. You can configure the client and animal, as well as the name of the course and choose the design of the diploma.
The software generates an elegant certificates that you can save, send or print comfortably and in full color.
note: the format is DINA4 (the size of a folio, supported by most printers)
tip: For a more professional finish, print the diploma on glossy, effect or thicker paper (such as cardstock). Your clients will be amazed!
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.
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:
More information on ordering and search engines:
Clic here More information on ordering and search enginesTo 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 How to import customers in bulk in the softwareList 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.
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:
More information on ordering and search engines:
Clic here More information on ordering and search enginesTo 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 How to import suppliers in bulk in the softwareList 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.
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:
More information on ordering and search engines:
Clic here More information on ordering and search enginesTo 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 How to import animals in bulk in the softwareTerminology used in the software
Breed and variety: Some breeds have varieties. For example Breed: Poodle | Variety: Miniature
Fur: Smooth coat, double coat, wire coat, long coat, curly coat, ...
Size: mini, small, medium, ...
Spayed: If the animal is Spayed or Sterilized
Microchip: It's a small device that provides your pet with permanent identification.
Veterinary book or pet passport: It's a document that officially records information about an animal and its vaccinations.
Breeder: select yourself (if you are the breeder) or select another breeder from the list. (You can add breeders in the New > breeder option)
Tattoo: in some countries,the tattoo is a valid ID for every dog with a pedigree
Book of origins: In some countries, the book of origins is used to track genealogy and preserve the breed purity by stimulating its conservation and genetic improvements. You can include the number, date and country of inscription in the book.
TAGS:
dog training appointment | pet training appointment | mobile training booking | animal travel software | how to organize animals data | animal supplier software | animal software | pettraining software | pettrainer expenses program | dogtrainer expenses program | manage animal expenses
