Complete handbook


Here we explain, "in a few words" how the software works:

The software allows you to manage schools of education, training and services of training/education/correction of behaviors for ethologists and pet educators.

1. Customer and animal are always associated. Every animal must have an associated owner and every owner must have an associated animal

2. Service: This service remains "open" or pending invoicing until you decide to close it (collect it).
When you charge the service, you "close" it, that is, you save and bill that service.

3. Sessions or "classes": You can add as many sessions as you need and add an evaluation (or score), comments and observations.



In the top menu you can access all the options. On the main options are drop down with additional options.


The format complies with the International Standard ISO 8601:

  • 24 hour format for hours

  • YYYY-MM-DD format for dates

It's not possible to change this date/time format



Now the application includes more information on the home. We call it "Magic Desk", because it will allow you to do many tasks that will make your daily work easier, "like by magic".

Now includes:

  • Calendar

  • Dashboards

  • Quick access buttons

  • List of services planned for that day

  • Finder for Customers and animals

  • Diary or Agenda


CALENDAR: By default, it shows the current day but you can navigate between days and the information shown will change. Now the information for that day will be displayed.


DASHBOARDS: At a glance, "in a magical way", you will see in the upper panels the number of appointments planned, services rendered, how many animals and the money earned with those services
As in the previous case, this information corresponds to the current day (today), but if you choose another day in the calendar, the information for that day will be displayed.



We explain in detail, what "means" or what information shows each of the dashboard:

  • Services: Shows the number of services you have done that day

  • Animals: Shows the number of animals that you have attended in those services that you have done that day

  • Billing: Shows the money you have earned with those services that day.


Within these panels, there are SHORTCUT BUTTONS that lets you:

  • Write down a new service

  • View the animals

  • View the customers

  • Or check the billing



Includes an advanced customer and animal search to locate customers and animals quickly

It only shows 25 results, so if there are more than 25 matches, they will not all be displayed.

Check the use of search engines and how to do advanced searches by clicking here




The daily Agenda It is shown in the central part of the Desktop and includes tasks, appointments, and all the important information for the selected day.

Also, if yesterday, for example, there was a scheduled appointment, but it was not done, today on the agenda you will see that appointment "overdue".

You can delete it or modify it if for example the client wants to change the date / time.


note:If you do not want the overdue to appear, select the option Settings > Advanced settings > Show overdue = NO.


This information will change, by selecting another day in the calendar.

The events you have recorded for today, the tasks and their priority, and any notice for clients, animals, suppliers, ...

If you have to call Stephany next week, include a notice, and the software will remind you on the day indicated.

The quick access keys allow you to go to see that events/tasks/bookings ... and add a new event/tasks/bookings ...


If you mark an alert as Urgent, it will appear marked, so that "from a simple glance" you can see the most urgent matters and prioritize your tasks.


NEW

For a detailed courses, therapy sessions or control, you can annotate different sessions and how the animal evolves during those sessions.

Look for the animal you want to work with by typing its name in the search box. Once selected you could add a new session. In the new session you can add the session date, full details on the history, evolution, appreciation (rate), annotations and comments.

Appreciation is the rate or number of points you'd like to give to the pet after the session. This way we render a chart based on those points, to easily, at a glance, you can see how this pet evolves and if at some point it was stuck in some session.

You can evaluate what you want, in ascending or descending: level of aggressiveness / anxiety, learning evolution, level of socialization, conduct, behavior, etc. And this level is recorded on a graph generated in real time, so that, at a glance, you can see the evolution of an animal. Choose the appreciation criteria that you consider most appropriate for numbering.

For example if you consider that 1 is the minimum and 10 is the maximum, if today Rocko has evolved a lot, you would give it a 10 valuation, while if you have done a job or average evolution, you could give it a 5 valuation, for example. Similar to the note of an exam.



Record a new service training is very simple:

  1. Select the date and time

  2.  
  3. Select the customer

  4.   
  5. From the animals associated with that customer, select for which of them the course or service will be

  6.  
  7. Select the service that (eg basic training course, counseling session, etc.)



1. DATE / TIME OF SERVICE

Indicates the start date and forecast finish time

2. THE CUSTOMER

Search the customer first, if it is selected and if not, first add the new customer with your animals.

3. THE ANIMALS

If a client has several animals, when writing down a new service, all the animals appear in the upper right, you just have to mark the ones you want:

note: Even if the client has 5 animals, you can make a new service just for 1, for example. To do it: select the animals you want (and leave without selecting the rest)

5. TRANINING SERVICES

Select the services you will do: for example, a behavior correction session for the two animals for the two animals or a basic training course for only one of them.

Note: Remember that you can add your services/prices from the Settings > Services.



How to configure your training services?

6. ADVANCES

If the client has given you advances of money, ad it and these will be deducted from the total invoice.

7. FINISH - SUMMARY DOCUMENT

If you click on the accept button, the finalization of the service will appear on a new screen, where you can see the final amount, details, taxes, etc.

If you want to add the service, but in the "pending collection" state, you can click on Save. In this way, you can write down a service, for example a course of 20 sessions, but until you finish it, do not charge it.

It is also possible to charge the service at the moment. By clicking on "Pay and invoice", the service is "closed" and recorded as a new sale.

To see the services that have been done, you can access VIEW> SERVICES and that screen shows the "closed" or billed and "open" or unpaid.



To motivate and reward the efforts of your customers and animals, the app lets you generate and print diplomas or certificates. You can configure the client and animal, and the name of the course / treatment / etc and choose the template for the certificate.

The application generates a certificate or "diploma" that can save, send or print comfortably and in full color.

note: DIN A4 format (supported by most printers)

Tip: For a professional finish, prints the diploma in a glossy paper, with effects or thicker. Your customers will be amazed!





You can add new clients. If you have several apps, you can indicate if you want the customer to be of one type. depending on this classification, you can then filter the customers.

Important: Before adding a new customer, check if it is already annotated in your database using the search engine



More information on ordering and search engines:

Clic here



Without leaving this screen, a pop-up window opens to include the customer's data.

By clicking on "more information" it is possible to add additional information (address, cp, location, ..).

You can assign a flag color to quickly identify a customer (VIP, special price, ...)

rentabilidad cria canina

If you have to comply with the GDPR (New privacy policy), you can directly include this information at the time of adding the new customer and even print the necessary documents to deliver them.
(The documents are configured in the option Tools> Documents, assigning in this case, the type "privacy")

By licking on Save, the customer is added to the system, and you can:

  • Go directly to to the full customer file (Magic Desk)

  • Or continue adding new customers if you prefer

All the clients that you have added in the system, you can see them from the option View > Customers. If you select one, your "Magic Desk" will appear, the place where all the information: information about his animals, profitability of that customer, additional information, documents, notices, important information, collection and delivery information and more.


Visit the option View > Customers



NOTE: CODE field allows you to classify your clients

The CODE field is free, you can put the code you want and you can use different references to classify different types of clients, we give you some examples:

  • VIP01 for VIP customers or usual customers

  • 001 generic code

  • F01 Friends customers

  • .... or any code that is useful to identify your customers.



As you already know, you can sort them as you need: 




More information on ordering and search engines:

Clic here



Here you can add your suppliers of products and services to manage your business expenses: electricity, water, food, payments to employees, etc. Insert all the data and press Accept to save and exit.

Important: Before adding a new supplier, check if it is already annotated in your database using the search engine


More info about search and sort results

If you have several apps, you can indicate if you want the supplier to be of one type. depending on this classification, you can then filter the suppliers.


Without leaving this screen, a pop-up window opens to include the supplier's data.

By clicking on "more information" it is possible to add additional information (address, cp, location, ..).

You can assign a flag color to quickly identify a supplier, as you consider.

rentabilidad cria canina

If you have to comply with the GDPR (New privacy policy), you can directly include this information at the time of adding the new supplier and even print the necessary documents to deliver them.
(The documents are configured in the option Tools> Documents, assigning in this case, the type "privacy")

By licking on Save, the supplier is added to the system, and you can:

  • Go directly to to the full supplier file (Magic Desk)

  • Or continue adding new suppliers if you prefer

All the suppliers that you have added in the system, you can see them from the option See > Customers. If you select one, your "Magic Desk" will appear, the place where all the information: payment information, profitability, additional information, documents, alerts, important information and more.




Here you can add animals of a customer Remember, you must always add the customer first .

Important: Before adding a new animal, check if it is already annotated in your database using the search engine



More information on ordering and search engines:

Clic here

Without leaving this screen, a pop-up window opens for you to include the animal's data.

Fill in all the information you want about the animal (name, date of birth, gender, breed, ...). If you click on "more information", more fields appear to fill in even more data about the animal.

You can assign a flag color to quickly identify an animal (VIP, special price, aggressive, ...)

The creation date is the date you have added the animal. By default it is automatically filled, but if you want you can modify it.

If you have several apps, you can indicate if you want the animal to be of one type. depending on this classification, you can then filter the animals.

By licking on Save, the animal is added to the system, and you can:

  • Go directly to to the full customer file (Magic Desk)

  • Or continue adding new animals if you prefer

  • All the aniamls that you have added in the system, you can see them from the option View > Animals. If you select one, your "Magic Desk" will appear, the place where all the information: important information, veterinary data, documents, alerts, ...


    Visit the option View > Animals



    By default, there is a list of breeds, but you can add new breeds from the Settings > Breeds.



    How to add new breeds?:

    Clic here



    Terminology 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.





    Here you can add your veterinary contacts.

    Insert all the veterinary's data and click on the Save button to exit.

    Important: Before adding a new veterinary, check if it is already annotated in your database using the search engine



    More information on ordering and search engines:

    Clic here

    If you have several apps, you can indicate if you want the veterinary to be of one type. depending on this classification, you can then filter the veterinaries.

    Without leaving this screen, a pop-up window opens to include the veterinary's data.

    By clicking on "more information" it is possible to add additional information (address, cp, location, ..).

    You can assign a flag color to quickly identify a veterinary, as you consider.

    rentabilidad cria canina

    If you have to comply with the GDPR (New privacy policy), you can directly include this information at the time of adding the new veterinary and even print the necessary documents to deliver them.
    (The documents are configured in the option Tools> Documents, assigning in this case, the type "privacy")

    By licking on Save, the veterinary is added to the system, and you can:

    • Go directly to to the full veterinary file (Magic Desk)

    • Or continue adding new customers if you prefer

    All the veterinaries that you have added in the system, you can see them from the option See > Customers. If you select one, your "Magic Desk" will appear, the place where all the information: payment information, profitability, additional information, documents, alerts, important information and more.



    Visit the option View > Veterinary



    Revenue is automatically recorded when check-outs occur, and it is also possible to record expenses in the software.

    Before including a new expense, it is necessary for the supplier to be in the system. You can add the supplier if it is new, or select it if it already exists.

    When the supplier is selected, all the information will appear at the top.

    • By clicking on the name of the supplier, the supplier tab is open in a new browser tab

    • By clicking on the supplier's icons, it is possible to view and edit the notes and important information.
      (If they contain information, the icon are red).

    • If the supplier have unpaid invoices, they will appear in the right area.
      (Clicking on the small arrow icon, you can see the unpaid invoce.

    By clicking on the Save button, will save the purchase/expense in the database.


    Visit the option View > Expenses





    Lists all the sessions that have been made. You can select only the sessions of an animal.rte superior, aparecen todas las sesiones que se le han hecho y su evolución.

    You can evaluate what you want, in ascending or descending: level of aggressiveness / anxiety, learning evolution, level of socialization, conduct, behavior, etc. And this level is recorded on a graph generated in real time, so that, at a glance, you can see the evolution of an animal. Choose the Appreciation criteria that you consider most appropriate for numbering.



    List with all the services that you have done indicating if that service has been charged (or billed) or it's pending.

    In the top area there is a search engine, which will help you quickly locate an entry, especially this option will be very useful if you have many entries.

    This option is very convenient, because you can do a service to an animal (haircut, bath, ...) and charge it later, at another time.

    You can search for the service or order all the services, for example, to see all the invoiced or pending invoices, by date, ...



    More info about search and sort results

    All the information appears, modify what you want and you can:


    • Print the servcice summary document or save it in .pdf format

    • Edit or modify the service

    • Pay & Invoice now that service

    • Save and exit (the service will be paid later, continues unpaid)



    INTERESTING INFORMATION:


    How to delete a service and modify or delete an invoice?



    Here is a list with all the customers. You can sort them as you prefer:



    More information on ordering and search engines:

    Clic here



    You can search for a customer, using the search engine at the top and add a new customer directly from this screen.

    You can filter by customer types. If you have several applications, an icon will appear for each one of them and you can select if you want to see all the customers or only those of an App.

    So you can have your customers sorted and classified, but access all of them quickly.


    Number of records: a small box appears where the number of customers of the selected type appears. For example: 832 PetShop customers.

    By clicking on a customer, all the information about it appears. It shows the Magic Desk or (summary screen) customer

    At the top there are 2 buttons:

    • The first includes quick actions or "shortcuts": add a new animal for that client, make an appointment, print the information, ...

    • The second allows to show / hide the right side menu to expand the workspace

    Graphs and statistics

    Th

    The first thing that appears is the interactive graphics, which show a summary of the most important information (billing, profitability, ...). This information changes depending on the app you are in.

    These intelligent statistics help you to have a clear vision of the activity, profitability and fidelity of that animal "at a single glance".

    PET HOTEL APP

    • 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

    • Number of grooming services for that animal

    • Total invoicing of that animal in grooming services

    • Average price of the grooming services


    PET TRAINING APP

    • 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

    • 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


    Unpaid invoices

    If the customer has an invoice pending payment, an alert box with the information appears appears. So before making a booking, you will be able to know if the customer has pending payments.

    Now everything is faster! All the contact information appears and it is possible using the quick access buttons: send an email, call or open whatsapp to speak with him; click on the corresponding icon (envelope, phone, Whatsapp ...)

    You can write down more phones and more emails for a customer. By clicking on the "more information" icon, new fields appear to record these data.

    When you write the address and click on the Save button, the GoogleMaps map that shows the address will appear. You can zoom using the map buttons.

    It includes important information and information about collection and delivery. This information will appear when you go to work with this customer, for example when you make a new booking. In this way you can quickly consult the information of interest.

    You can add the customer's photo. In the right side menu there is more information of interest:

    • Documents: Stores and consults documents of a customer: contracts, documentation, etc.

    • Alerts: Insert important alerts for a customer: call him, send him an email, notify him of something important ... and the software will remind you.

    • Stays: You can see a list with all the stays of the animals of that customer

    • Booking: You can see a list with all the booking made by that customer. In addition, information about the animals and the option to Access them directly. If you click on Lassie, you can see his information. So faster!



    • Privacity: All information about privacy and GDPR

      • Date of creation or date on which you include your data in the system

      • Source from which your data has been obtained.
        For example: the customer provides you the data using the contact form of the web/online booking form / ..., you have obtained it from a list of customers bought from another company, from the internet, ...

      • More details

      • Accept the privacy policy

      • Accept to receive your emails

      • Request the removal of your data in the system

      • Date of the request and details

      • In addition, the standard DOCUMENTS that you have configured as "Privacy" type (acceptance of conditions, data processing, ...) will appear so that you can print them and deliver them to the customer

      Note: remember that "standard documents" are templates that you can configure in the Tools > Documents option to print them quickly.

    If the user has given consent to the inclusion of their data through the online booking form , information about the device used by the user is automatically stored in the DETAILS option:

    • The IP addess

    • The Web Browser (Chrome, Safari,...)

    • The exact version of the browser

    • The Operative System (Apple, Windows, Android,...)

    • The device (Desktop, mobile, ..)

    • The exact date and time




    More information about privacy and GDPR:

    Clic here



    To delete a customer, you can do it from the GENERAL INFORMATION option. In the bottom part you will find a red button

    If a customer has associated animals or some referenced data (booking, check-in, heck-out, invoices, etc ...) the software will show an alert message and will not allow you to delete the customer, because it has that associated information

    If you want to delete a customer, the animals and all the information referenced from them (booking, invoices, stays, etc.) you can force the deletion, using the option Remove customer and referenced data that appears in the drop-down

    Important info: By using these options the information will be completely removed from the system and can not be recovered.



    Here is a list with all the suppliers. You can sort them as you prefer:



    More information on ordering and search engines:

    Clic here



    You can search for a supplier, using the search engine at the top and add a new supplier directly from this screen.

    You can filter by supplier types. If you have several applications, an icon will appear for each one of them and you can select if you want to see all the suppliers or only those of an App.

    So you can have your suppliers sorted and classified, but access all of them quickly.

    Number of records: a small box appears where the number of suppliers of the selected type appears. For example: 52 Hotel suppliers.

    If you click on a supplier, all the information about it appears. It shows the Magic Desk or (summary screen) supplier, that magic screen where all the information and the main actions are:

    At the top there are 2 buttons:

    • The first includes quick actions or "shortcuts": add a new animal for that client, make an appointment, print the information, ...

    • The second allows to show / hide the right side menu to expand the workspace

    Smart statistics will help you to have a clear vision of the activity and profitability of that supplier "at a glance".

    Now everything is faster! All the contact information appears and it is possible using the quick access buttons: send an email, call or open whatsapp to speak with him; click on the corresponding icon (envelope, phone, Whatsapp ...)

    You can write down more phones and more emails for a customer. By clicking on the "more information" icon, new fields appear to record these data.

    When you write the address and click on the Save button, the GoogleMaps map that shows the address will appear. You can zoom using the map buttons.

    You can view and edit on the same screen all contact and payment information, notes or comments and important information.

    Includes important information and notes. This information will appear when you go to work with this supplier, for example when you write down a new purchase/expense. In this way you can quickly consult the information of interest.

    In the right side menu there is more information of interest:

    • Documents: Stores and consults documents of a supplier: contracts, documentation, etc.

    • Alerts: Insert important alerts for a supplier: call him, send him an email, notify him of something important ... and the software will remind you.

    • Expenses or purchases : You can see a list with all the expenses/purchases made to that supplier



    Here is a list with all the animals

    You can search for a animal, using the search engine at the top and add a new customer directly from this screen.

    You can filter by animal types. If you have several apps, an icon will appear for each one of them and you can select if you want to see all the animals or only those of an App.

    So you can have your animals sorted and classified, but access all of them quickly. You can sort them as you prefer

    Number of records: a small box appears where the number of animals of the selected type appears. For example: 832 Hotel animals.



    More information on ordering and search engines:

    Clic here

    By clicking on a animal, all the information about it appears. It shows the Magic Desk or (summary screen).

    At the top there are 2 buttons:

    • The first includes quick actions or "shortcuts", print the information, ...

    • The second allows to show / hide the right side menu to expand the workspace

    Graphs and statistics

    The first thing that appears is the interactive graphics, which show a summary of the most important information (billing, profitability, ...). This information changes depending on the app you are in.

    These intelligent statistics help you to have a clear vision of the activity, profitability and fidelity of that animal "at a single glance".

    PET HOTEL APP

    • 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

    • Number of grooming services for that animal

    • Total invoicing of that animal in grooming services

    • Average price of the grooming services


    PET TRAINING APP

    • 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

    • 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


    Unpaid bills

    If the animal has an invoice pending payment, an alert box with the information appears. So before making a booking/service, you will be able to know if the customer has pending payments.

    Now everything is faster! On the tab, all the information appears and you can quickly view and edit it.

    note: Remember, if you make any changes, you must press the Save button, so that this new information is saved.

    Animal data

    If you have inactive animals, you can disable them. In this way, they will no longer appear when you go to make a new reservation/service/ ... but their data will not be deleted, they will continue in your database.

    To deactivate or "unsubscribe", you just have to select the Inactive = Yes option.


    Customer data

    You can quickly consult and edit all the client's information and also, using the quick access buttons: you can call him or open WhatsApp to speak with him; click on the corresponding icon (envelope, phone, Whatsapp ...)


    Featured information

    There are some fields where you can add important information, depending on the app you are in:

    • Important information : write down and consult the most remarkable information about the animal. This information is displayed in your Magic Desk and can help you when dealing with a client: socialization problems, aggressiveness, peculiar behavior, etc.

    • Veterinary information : record and view information about the animal's health, treatments to apply, ...

    • Meal/Food and Recreation Planning: Record and consult the information regarding the particular feeding of that animal (type, amount, feed, etc.) and the relevant information about recesses or time in common areas with other animals

    This information will appear when you go to work with this animal, for example when you inserta a new booking. In this way you can quickly consult the information of interest..

    Right side menu

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

    • Documents: Stores and consults documents of a animal: contracts, documentation, etc.

    • Alerts: Insert important alerts for a animal: and the software will remind you.

    • Pet Training/education

      • Training/education services:You can see the training/education services sold for that animal

      • Sessions and evolution: You can see and add training/education sessions for that animal and assess or rate the evolution

      • Print diploma: If you want to give a diploma to your customers and animals to motivate them and reward their effort, you can do it comfortably from this option.

    • Pet Grooming

      • Grooming appointments: you can see all the appointments planned for that animal

      • Grooming services: list with all the grooming services that have been performed on that animal

    • Pet Kennel / Pet Hotel

      • Booking: you can see all the booking planned for that animal

      • Hotel Stays: listing with all the accommodations of that animal in your hotel

    • Pet Nursery / Pet Day-care

      • Booking: you can see all the booking planned for that animal

      • Nursery Stays: llisting with all the accommodations of that animal in your pet nursery





    Here is a list with all the veterinary. You can sort them as you prefer:



    More information on ordering and search engines:

    Clic here



    You can search for a veterinary, using the search engine at the top and add a new veterinary directly from this screen.

    You can filter by veterinary types. If you have several apps, an icon will appear for each one of them and you can select if you want to see all the veterinary or only those of an App.

    Number of records: a small box appears where the number of suppliers of the selected type appears. For example: 52 Hotel veterinary.

    If you click on a veterinary, all the information about it appears. It shows the Magic Desk or (summary screen) supplier, that magic screen where all the information and the main actions

    At the top there are 2 buttons:

    • The first includes quick actions or "shortcuts": add a new animal for that client, make an appointment, print the information, ...

    • The second allows to show / hide the right side menu to expand the workspace

    Now everything is faster! All the contact information appears and it is possible using the quick access buttons: send an email, call or open whatsapp to speak with him; click on the corresponding icon (envelope, phone, Whatsapp ...)

    You can write down more phones and more emails for a customer. By clicking on the "more information" icon, new fields appear to record these data.

    When you write the address and click on the Save button, the GoogleMaps map that shows the address will appear. You can zoom using the map buttons.

    You can view and edit on the same screen all contact and payment information, notes or comments and important information.

    In the right side menu there is more information of interest:

    • Documents: Stores and consults documents of a customer: contracts, documentation, etc.

    • Alerts: Insert important alerts for a customer: call him, send him an email, notify him of something important ... and the software will remind you.



    Here is a list with all the Expenses. You can sort them as you prefer:

    You can search for a expense, using the search engine at the top and add a new expense directly from this screen.

    You can filter by expense types. If you have several apps, an icon will appear for each one of them and you can select if you want to see all the expense or only those of an App.

    Number of records: a small box appears where the number of suppliers of the selected type appears. For example: 120 Hotel expenses.



    When you click on an expense, the detail appears.

    • By clicking on the name of the supplier, the supplier tab is open in a new browser tab

    • By clicking on the supplier's icons, it is possible to view and edit the notes and important information.
      (If they contain information, the icon are red).

    • If the supplier have unpaid invoices, they will appear in the right area.
      (Clicking on the small arrow icon, you can see the unpaid invoce.




    It shows you the detail of the generated invoices in the dates period and for the selected apps.

    This report is useful for generating the accounting / presenting the documentation / payment of taxes, since it details the data of each invoice.

    If you prefer to simply consult the income (the money you have earned), without the complete detail of the invoice, you will find the RESULTS report more useful.

    DETAIL : As you know, when an exit is made, the Sales or Invoice is generated. This report shows those sales or invoices that have already been made.

    The information included is:

    • Date of the invoice (it does not have to be the same as the payment date)

    • Number of invoices

    • The status: paid or pending

    • The paiment method

    • Customer information: name and identity document

    • The base amount (or no taxes), the percentage of taxes and the final (or total) amount

    • Payment method




    If the date range is short, the graph shows the evolution by weeks. Otherwise, it is displayed in months.


    note: If when you select the dates, the system displays an Error message, it is because the date range is not correct. The difference between the dates can not be longer than one year: nor more than 1 year (365 days) of difference between the dates nor 1 year (365 days) before today's date) If you select a correct range, you can generate the report.


    The main utility of this report is to generate a list with the information for the payment of taxes, presentation of documents for accounting, etc. Therefore, it is not usual to generate it for more than one year or for past years.


    But, if you want to see all the billing details (from all the time you've been using the software, you can do it from the View> Sales option.) And you can export it in .xls (Excel) to consult it or work with it, in the Setting > Data management option.



    It shows you the detail of the Expenses and purchases in the dates period and for the selected apps.

    This report is useful for generating the accounting / presenting the documentation / payment of taxes, since it details the data of each invoice.

    If you prefer to simply consult the Expenses (without the complete detail of the invoice), you will find the RESULTS report more useful.

    DETAIL: The information included is:

        
    • Date of the invoice (it does not have to be the same as the payment date)

    • Invoice number

    • The status: paid or pending

    • The paiment method

    • Provider information: name and identity document

    • The base amount (or excluding taxes), the percentage of taxes and the final amount



    If the date range is short, the graph shows the evolution by weeks. Otherwise, it is displayed in months.



    note: If when you select the dates, the system displays an Error message, it is because the date range is not correct. The difference between the dates can not be longer than one year: nor more than 1 year (365 days) of difference between the dates nor 1 year (365 days) before today's date) If you select a correct range, you can generate the report.

    The main utility of this report is to generate a list with the information for the payment of taxes, presentation of documents for accounting, etc. Therefore, it is not usual to generate it for more than one year or for past years.


    But, if you want to see all the billing details (from all the time you've been using the software, you can do it from the View> Sales option.) And you can export it in .xls (Excel) to consult it or work with it, in the Setting > Data management option.



    It allows you to quickly consult the income, expenses and the result (difference between them).

    It is very useful to know the income, expenses and / or the benefit in a range of dates, for all the apps or by business areas.

    To generate the accounting / submit the documentation / tax payment, it will be more useful to use BILLING and EXPENSES reports, as they detail the data of each invoice.

    DETAIL: The information included is:

        
    • The business area (Hotel, grooming, shop, ...)

    •   
    • Date of the invoice (it does not have to be the same as the payment date)

    •   
    • The status: paid or pending

    •   
    • The concept or detail

    •   
    • The final or total amount (including taxes)

    •   
    • The final result (the difference between income and expenses)


    note: If when you select the dates, the system displays an Error message, it is because the date range is not correct. The difference between the dates can not be longer than one year. If you select a correct range, you can generate the report.


    So you can consult, for example the billing of the first quarter of last year, or the month of August of last year, of all 2016, ... whatever you need.



    You can generate a report with the invoices that have the status marked "unpadir" or "pending payment". The total amount is broken down, if you have paid advances and the outstanding amount.

    The information included is:

       
    • Date of the invoice

    • The status of all is pending

    • The customer

    • The final or total amount (including taxes) & nbsp;

    • the advances paid by the customer

    • The money to be paid, that is the total amount - the advances paid



    You can consult between a range of dates, for a product or service:

    When you start writing, all the results appear to select the product / service you want to consult.

    • The times it has been sold

      • The date

      • The invoice number

      • Number of units sold (3 days stay / 2 food packages/ 1 training session, ...)

      • The price per unit

      • The total (number of units * price per unit)

    • In the bottom appears:

      • The total of units sold

      • The average price

      • The total money




    Clicking on the number of the invoice, the invoice opens in a new browser tab.


    If the date range is short, the graph shows the evolution by weeks. Otherwise, it is displayed in months.

    note: If when you select the dates, the system displays an Error message, it is because the date range is not correct. The difference between the dates can not be longer than one year: nor more than 1 year (365 days) of difference between the dates nor 1 year (365 days) before today's date) If you select a correct range, you can generate the report.



    You can check all the stays or services that are still pending to finalize or invoice.

    The characteristics of the service are detailed and broken down:

    • the total amount

    • if the customer has paid advances

    • and the pending amount (total - advances already paid)


    note:All amounts are final prices, that is, with taxes included


    It is possible to filter by dates and if you do not select any date, ALL the services to be invoiced are shown.



    It is a report with all the customers of your business. Inputs the main data of each customer and the associated animals.

    If you have many apps or business areas, you can select if you want to see all the customers or only those of your hotel, for example.

    Includes interactive graphics. If you place yourself on the round chart, you will see extended information for each data partition.



    The titles in the table allow you to sort by clicking on them:



    More information on ordering and search engines:

    Clic here



    By clicking on the name of a customer, a new browser tab opens with the Magic Desk (Home-page with all the information) of that customer


    You can export this information in the Settings > Data Management option. In the exported .xls document, more information appears: Whatsapp number.



    This report shows the clients according to their profitability, that is, it shows:

    • If active or inactive: (you can mark the clients inactive in your file)

    • The number of sales: that is, the number of services or products you have purchased

    • The money they have billed: that is, the money we have earned from that customer

    • The last product/service they have purchased.





    EXTRA: So that you can visually identify in a fast way if it has been a long time or a little since the last sale made by that customer, we have incorporated some extra features "the indicator of elapsed time and identifying colors".For example, 10 months since the last sale.

    The titles in the table allow you to sort by clicking on them:

    For example, you can sort them by the money they have spent from highest to lowest (or the other way around)

    If you want to know which customers have not bought any products for a long time, you can order the last sale column and you will see it.



    More information on ordering and search engines:

    Clic here



    If you have multiple apps or business areas, you can select if you want to see it for all or for example, only for your Hotel. If you select ALL, you will see the last purchase you have made in your business, while if you select only HOTEL for example, you will see the last hotel accommodation service you have purchased.

    If you click on its name, you can go directly to the magica desk of that customer.



    Report with the addresses of your clients, it is especially useful to know which provinces have the largest number of clients and make decisions about advertising, collection and delivery routes, opening new centers, etc.

    The titles in the table allow you to sort by clicking on them:




    More information on ordering and search engines:

    Clic here



    By clicking on the name of a customer, a new browser tab opens with the Magic Desk (Home-page with all the information) of that customer


    You can export this information in the Settings > Data Management option. In the exported .xls document, more information appears: Whatsapp number.



    It is a report with all the animals of your business. Inlude the main data of each animal.



    You can see all animals or only the animals of your Hotel, Grooming, ...


    To order, by name, gender, breed, ... click on the title of the table:




    More information on ordering and search engines:

    Clic here



    By clicking on an animal/customer name, the animal/customer file appears in a new browser tab.


    You can export this data from the option Settings > Data management


    In the exported .xls document, additionally appears: Fur, Size, Weight, Spayed, Vaccines, Veterinary book/passport and Notes.



    This report shows the animals according to their profitability, that is, shows:

        
    • The number of sales: that is, the number of services or products that have been sold

    •   
    • The money they have billed: that is, the money we have earned with that animal

    •   
    • The last product or service that has been sold





    EXTRA: So that you can visually identify in a fast way if it has been a long time or a little since the last sale made that animal, we have incorporated some extra features "the indicator of elapsed time and identifying colors". For example 10 months from the last sale

    The titles in the table allow you to sort by clicking on them:

    For example, you can sort them by the money they have spent from highest to lowest (or the other way around)

    If you want to know which animals have not stayed at your hotel for a long time, you can order the last sale column and you will see it.



    More information on ordering and search engines:

    Clic here



    >> More information about Search and sort

    If you have multiple apps or business areas, you can select if you want to see it for all or for example, only for your Hotel. If you select ALL, you will see the last purchase you have made in your business, whereas if you select only HOTEL for example, you will see the last hotel accommodation service you have purchased.

    If you click on its name, you can directly access the card (or magical desk) of that animal.



    Shows the profitability of services and products. This is especially interesting for planning new services, offers and promotions among your customers.

    This report shows:

       
    • The sales number of that product or service

    •  
    • The money that has been earned by selling that product or service

    •  
    • When the last sale was made




    EXTRA: So that you can visually identify in a fast way if a lot or a little time has passed since the last sale of that product or service, we have incorporated some extra features "the indicator of elapsed time and identifying colors". For example, 10 months since the last sale.

      

    The titles in the table allow you to sort by clicking on them:

      

    For example, you can sort them by the money you have earned with that product from highest to lowest (or the other way around)

      

    If you want to know which products or services have not been sold for a long time, you can order the last sale column and you will see it.



    More information on ordering and search engines:

    Clic here



    If you click on its name, you can access directly the magic desk of the product.




    You can to note task indicating priority. If you have more than one application, you can manage separate tasks for better organization of your time. At the top, select the appropriate type.



    You can add alerts and application will remind you at the right time. Select the number of days before you want to alert you and the application takes care of displaying the reminder.

    If you have more than one software, you can manage separate alerts for better organization of your time. At the top, select the appropriate type.



    You can save documents of interest to have them stored in the software and print them when you need them. You can also configure the documents to be "templates", for example:

        
    • A document of "Conditions of stay in the hotel" for you give the customer when an check-in is made

    • A Privacy document - Acceptance of inclusion of the data in the system, to deliver to the customer at the time of compiling/including the data

    •   
    • An "Information" document to give the customer before doing a new hairdressing service

    •   
    • A document of "Changes and refunds" for you give to the customer when you selling a puppy

    The available types are:

    • Privacy

    • Check-in

    • Check-out

    • Booking

    • Sale

    • Purchase

    It is only necessary to select the "booking" type and the document will appear when you make a new bookingto print it directly

    To print in the document editor, select the File > Print option



    The application includes a full agenda so you can take full control over your business and your tasks.

    By default, display the current day, but you can navigate between the different days and load the content in the middle.

    Select the view daily or monthly. On the left side panel can add a new event and this will be displayed on the agenda. To edit an event or add additional information, click on it.

    By default, the calendar loads the current day, but you can navigate between the different days and load the content in the central part. Select the view you want: daily, monthly, or in the list of events with the central buttons.

    In the left side panel you can add a new event and it will be displayed in the agenda.

    To edit an event or add additional information, click on it.







    You can configure the most important aspects of your country/region:

    • Select the country from the list

    • Select the time zone from the list

    • Select the language in which the software will be displayed

    • Set the currency of your country: you can use symbols (for example €, $, ...) or the currency abbreviation (for example EUR, USD,. ..)

    • Set the applicable tax and percentage in your country to all your services: for example, for Spain (Except Canary Islands) IVA 21%.

    It's very important that you first configure the general tax and then configure your services or rates, since they will all have the same tax that you have configured in this option.

    For example:

    • If in this option you have the general tax configured as 0 %

    • Later, you configure a new hairdressing service, hotel, ... that service will also have the tax at 0 %

    • If in the future, you modify the general tax and change it for example by 7%, this will not be changed in the services or rates that you already had configured

    • The new services you add have a 7% tax


    If you have mistakenly configured your services or rates, contact us so that we can help you modify it.



    Here you can configure the data of your company and thus you will not have to insert the data every time a document or an invoice is generated; the software will automatically fill them in for you.

    Enter the name of your company, the identification number, and the location and contact information.

    You can include two different logos:

    • The principal logo shown in the software

    • The print logo will appear in the printed documents *

    * Note: you will reduce ink consumption when printing your invoices if you use a black and white logo for invoices.

    You can also include a footnote text for your invoices, in case you want to include some legal or informative text for your customers. And finally, you can select if you want to include company data in printed documents and invoices without taxes.




    You can manage your employees, with all necessary contact info and working info.

    adiestrador canino

    When you click on an employee in the list, all the information appears:

    At the top there are 2 buttons:

    • The first includes quick actions or "shortcuts": add a new animal for that client, make an appointment, print the information, ...

    • The second allows to show / hide the right side menu to expand the workspace

    Using the quick access buttons, it is possible: send an email, call or open whatsapp to talk to him/her; click on the corresponding icon (envelope, phone, Whatsapp ...)

    You can write down more phones and more emails for a customer. By clicking on the "more information" icon, new fields appear to record these data.

    When you write the address and click on the Save button, the GoogleMaps map that shows the address will appear. You can zoom using the map buttons.

    EMPLOYEE ACCESS CONTROL

    If you also have the Users App, you can create more users, each user accesses an independent account and you can control:

    • You can specify the days and hours in which a user can access

    • You can indicate the visible options for a user

    • See when the users log-in and log-out session

    You can control the access of your employees to improve the security of your business.



    More info






    If you want to add, edit or delete races you can do it from this option. Then it is very comfortable, because when you add a new animal, just look for the race in the advanced selector, you do not have to write it every time.

    For dogs "without breed" (mestizo or half-blood), we have created the "comun" race but if you prefer to create another, you can do it from this option.

    NEW FEATURE! Now you can indicate the species. This option is very interesting, especially if your hotel hosts different types of animals: dogs, cats, horses, reptiles, ...



    It configures the following invoice number, and the software automatically numbers the following invoices correlatively (1,2,3....15,16,...), so all the invoices are correctly numbered.

    For example, if you start using the software now and this year you have already generated 25 invoices, if you want the next one to be number 26 (to be correlated), write 26.

    The maximum number is 6 digits (otherwise the number may be cut in some devices and/or formats and it will not be recorded correctly in the database).



    If you want to delete all the invoices:

    1. Option Settings > Data management

    2. Click on the red button "Delete all invoices"

    3. Confirm that you are sure to delete all invoices


    If you delete the invoices, you will not see the billing information in other parts of the software:

    • View > Sales

    • In the magic desk of customer and animal > Billing and last visit

    • In the magic desk of customer and animal > Sales

    • In the Billing report

    • In the Financial balance report

    • In the unpaid invoices report

    • In the most profitable products and services report

    • In the most profitable customers and animals report

    • In the most product and services sales report

    • In the billing forecast report


    If you want to edit / delete a sale or invoice individually:


    How edit/delete invoices?



    IMPORTANT: THE DATA CAN NOT BE RECOVERED IF YOU REMOVE THEM. ARE YOU SURE YOU WANT TO ELIMINATE THEM?.

    EXPORT DATA


    From this option you can to export the data of:


    • Active (Yes/No)

    • Creation date

    • Deleted date

    • Name

    • ID Number

    • Phone

    • Mobile

    • Whatsapp

    • Email

    • Animals

    • Name

    • Address

    • ZIP code

    • City

    • State

    • Country

    • Name

    • Breed

    • Variety

    • Gender (Male/Female)

    • Customer

    • Color

    • Birth date

    • MicroChip

    • Fur

    • Size

    • Weight

    • Spayed

    • Vaccines

    • Veterinary book/passport

    • Notes

    • App

    • Invoice date

    • Invoice number

    • State (Paid/Pending)

    • Customer

    • ID Number

    • Amount

    • TAX

    • Total amount

    • App

    • Invoice date

    • Invoice number

    • State (Paid/Pending)

    • Supplier

    • ID Number

    • Amount

    • TAX

    • Total amount

    • Name

    • Pedigree name

    • Breed

    • Variety

    • Gender (Male/Female)

    • Color

    • Birth date

    • MicroChip

    • Fur

    • Size

    • Weight

    • Vaccines

    • Notes

    • If it has been sold (Yes/No)

    • If it is active (Yes/No)

    • The breeder name

    • The tattoo number

    • The Book of origins

    • Litter name

    • Birth Date

    • Female

    • Male

    • Puppies: Females

    • Puppies: Males

    • Death puppies: Females

    • Death puppies: Males

    • State (Open/Close)

    • The Birth Country

    • Cesarean

    • Birth duration

    • Complications

    • Supplied drugs

    • Notes


    To export, just click on the Export button and an .xls file will be saved in the download folder that you have configured in your web browser



    If several users work in your business, we recommend you to block access to this option to the unauthorized person, since otherwise, they could eliminate all invoices from the system.

    You can do this using the Security and and access control app. In addition, with this app, you can add users so that each one can access with some independent data and in this way, you can control: 

    • The days / hours in which users can access to the software

    • The options they can use / view

    • A record with all the accesses they have made (time, IP address, operating system used)




    You will control the access of your employees for greater security of your business. Read more info



    Information about the storage capacity of external files (when you include a scanned document or a photo of a customer, animal, ...) in the software.

    You can also view the number of emails sent and the number of emails still available to send.

      

    This amount is limited monthly to contribute to the responsible sending of emails and avoid mass mailing or SPAM, so on the 1st of each month, this "counter" will be back to 0.

      

    As you know, all commercial communications must have been previously requested or expressly consented by the recipient (the user), unless there is a prior commercial relationship or has been obtained from public sources freely accessible.
    Everything else, as well as the massive and systematic sending of emails, is considered SPAM and as such, is subject to sanctions.

    Before sending emails to your users and/or customers, make sure you have their acceptance and still try to send "responsible" emails.
    It is not the same to send an email with a reminder of an appointment that the user and/or customer has requested, with an invoice or with information relevant to a service, to send monthly newsletters or advertising mails.
    Although a user has given his consent to send advertising emails, remember not to send too many emails or not relevant information to them. Try to make a responsible or reasonable mailing.



    More info about Data Protection and GPRD:

    Clic here



    You can configure the payment methods accepted in your business. In this way, when you made a new sale/services/.. you can select if the customer has paid you with a credit-card, cash, check, ....



    • View Overdue: It allows you to select if you want the software to show you the booking, appointments, services, check-in and check-out "Overdue".



    You can configure the different services and prices: prices for breeds or prices for size, special offers for multiple animals, offers for special days, ...

            
    • If you type the base price (or price without tax), it automatically calculates the sale price   (or final price including taxes) based on the percentage configured tax.

    •       
    • If you type the sale price (or final price including taxes), it automatically calculates the base price (or price without taxes) based on the tax percentage configured.

    •     

     Note: The tax percentage is the same as you have configured in the Configuration > Language/Currency

    The code is not automatic or corrective, it is a free code, that is, you can use the code or reference that you want, (like a barcode but for your services).  

        

    You can simply be a number (1, 2,3, ...) or a special code by categories, what you consider best.



    You can also modify a service (for example to change the name or price) and you can delete the services you are not using.  

        

    All services can be deleted , except the services you are using. If you have sessiones/services/sales .. that include the service for example "Rescue training course", you can not delete that service from the list, because it would also be deleted from those sessions/services ...

        

    In this case, this message will appear informing you of the reason why it is not possible to delete the service. Remember: You CAN modify it, but you CAN NOT delete it.


    How to configure your services efficiently?







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