Complete pet training software handbook


Agenda or planning with all appointments and services. The green ones are services and the oranges are appointments.

You can directly add Appointments and services, clicking on the "+" button located in the upper right part of the screen

The buttons in the central part allow you to change the view: Daily, weekly, etc. and navigate between the different days / weeks / etc.

By default the complete agenda appears, but if you want, you can only see the agenda of an employee / pet trianer , using the search engine at the top.

dog trainer agenda software

If you use a color to identify your employees, you will see that in planning, appointments / services are highlighted with the color of the employee.

For example, you will see which appointments are assigned to Employee1 (green background) or to Employee2 (red background).

Also, if you want to identify the appointments/services by color, you can do it and you will see a small circle with that color in the planning.

For example, I mark with a red color the appointment of a client who is always late or has pending payments. In the same way as in clients, etc. You can use the colors to identify the appointments / services as you prefer.



You can drag and drop appointments / services to change the day / hours. And you can also drag to change the duration.

      

dog grooming agenda drag and drop

If the appointment has reminders scheduled and you drag it (to change the date or time), the reminders are not deleted; A notice appears at the top of the screen: "The appointment has pending reminders to send." So you can keep the reminders or delete them and create new reminders.

pet grooming remider appointmet

For example:

  • The appointment was scheduled for day 23 at 10:00 and you scheduled an automatic reminder.

  • Now you change the appointment for day 23 at 12:00 (2 hours later)

  • The automatic reminder will not be modified because it was already programmed. In the email that the customer will receive, it will continue showing that the appointment is for day 23 at 10:00.

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


If you click on an appointment / service, more information and available actions appear:

  • The customer and his basic contact information

  • Animals

  • The date and hours of the service

  • The employee or hairdresser assigned to that service

If you click on the customer and animal names, their tab opens in a new browser window.

If you click on the phone or WhatsApp, you can call or contact the client by WhatsApp, on the compatible devices.


You can configure various aspects of planning:

      
  • If you want to view the old services (they are shown in gray color)

  • The range of hours shown in the schedule, for example from 09:00 to 20:00


These configuration options are available in the option: Configuration > Planning.




Here is a list with all the appointments or reservations. In the top, there is a search engine, to locate a reservation quickly .

On this screen, you can also add new appointments. You don't need to go to the menu: New > appointment.

You can sort them as you prefer:

how to order animals on your business



More information on ordering and search engines:

Clic here



Select the appointment you want and convert it into a service using the button: Start Service

VIEW AND EDIT THE APPOINTMENT
    

Click on an appointment to see it in detail and edit it.


dog training appointmet booking

At the bottom, you have several options to:

software for groomers


  1. Delete the appointment (if you delete it, it cannot be retrieved later)

  2. Print the summary document, with all the information of the appointment

  3. Save , if you have made any changes

  4. Cancel or exit without saving

  5. Send a confirmation email to the customer (and send a copy if you want)

  6. Start the service The reservation is confirmed, "turning it into a service" so that later you can pay & invoice it.


  7. online appointment grooming

    You can customize the logo and the information that appears at the bottom of the emails.

    In the central part of the email, you can add the additional information you need (additional information, hours, price, requirements for the grooming service, ...).

    If you want, you can send attached the document-summary in PDF format with the details of the prices and you can also send a copy of the email.

    note: You can configure the logo and the information shown at the bottom of the email and your email address, in the option Configuration> Company data)




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

Clic here



START THE SERVICE

To confirm that appointment and "convert the appointment to a service" to make it and collect it, there are 2 options:

  1. Quick : Ideal to start multiple services quickly.

    Click on the button

    A pop-up window opens to confirm the operation

    By clicking on the "Start service" button, that appointment becomes a service and if this process has been done correctly, a green message appears.

    Now you can:

    • Click on Cancel to close the window.

    • Click on View detaill to see all the information or edit that service.


  2. Standard: if you want to see the detail, before starting this service.

    Click on the appointment and you will see all the information. You can review it and edit what you need.

    At the bottom, click on the Start service button.



When a customer requests an online appointment, it is automatically recorded in the software. In the option View > Online appointment you can see them

Online appointment have different states:

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

  • Canceled: when you have rejected it

By clicking on the Confirm button (green), the data that the user has filled from your website or Facebook page appears.

The phone and WhatsApp are active fields, so if you click on them, you can call or send a Whatsapp message to the customer.

online booking for dog trainers

You can see the planning to check if there is availability by clicking on the View > Planning > button opens in a new tab of the web browser.

Search the customer to check if it already exists in your database; If it does not exist, click on the button Add customer and animals.

The data is already pre-filled, review the information, add additional information or privacy (RGPD) if you wish and click on Save and continue.

You can make changes in the dates, assign a room, add services, discounts, ... and when saving, this request will have become a APPOINTMENT.

note: it no longer appears in view > online appointment , but now it appears in view > appointment option.

      

You can SEND AN EMAIL TO THE CUSTOMER CONFIRMING THE APPOINTMENT, simply by clicking on the SEND EMAIL button:

online appointment grooming

Include the details of the appointment (name of customer and animals and date/hour).

You can customize your logo and the information you want to appear on the bottom.

In the central part of the email, you can add the additional information you need (complementary information, price, anticipated requirements to the service, ....).

If you want, you can send attached the summary PDF document and also you can send to yourself a copy of the email.

note: You can configure your business data, the logo, the information displayed in the bottom of the email and your email address, in the Settings > Company detail)



By clicking on Cancel button (red)

You see the data that the user has filled in from your website or Facebook page and you can SEND AN EMAIL TO THE CUSTOMER TO COMMUNICATE THAT THE REQUEST HAS BEEN REJECTED, or what you consider necessary (that in those dates there is no availability, etc.)

You can also send yourself a copy of the email



More information about the consumption of emails (limits on sending emails):

Clic here



The phone and WhatsApp are active fields, so if you click on them, you can call or send a Whatsapp message to the customer.

You can also Delete the reservation request by clicking on DELETE.



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

On the top there is a search engine, which will help you quickly locate an service, especially this option will be very useful if you have many services.

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 information on ordering and search engines:

Clic here




VIEW AND EDIT THE SERVICE

Click on a service to view and edit it.

In the bottom, there are more actions:

dog grooming invoices

  1. Delete the service (if you delete it, you can not recover it)

  2. Print the summary document, with all the service information

  3. Save the changes

  4. Finish: pay and invoice

  5. Cancel or exit without saving the changes


FINISH: PAY AND INVOICE

By clicking on pay and invoce button:

grooming software invoices and contracts


  • A pop-up opens to select if you want the sale with or without taxes

  • Select the payment method

    Click on OTHER to see the rest of the payment methods that you have configured

  • Write in "Paid" the money that the customer gives you and automatically the calculator shows if money is missing ("pending") or there is money left ("Refund").

  • If you want to give to the customer any document or contract, you can print it now

  • And click on Pay and invoice


The invoice or sales document appears and you can:

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

  • Print it

  • Delete it

  • Send it by email (and send a copy to yourself, if you want it)


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)



note: If it is not fully paid (for example the total is € 200 and the customer has paid € 180), the invoice has been "pending" and will appear in the Report > Unpaid invoices, specifying the amount that is pending payment

    

You can configure all your payment methods in the option Settings > Payment methods.


REPORTS

When the check-out is made, the invoice is generated. But while, you can see the money that is pending payment but that will be invoiced when the check-out is made, in the option Reports > Invoice Pending



In this section you can see all the evaluations. By selecting an animal from the list or by searching for it in the search engine at the top, you can see all the ratings you have added for that animal.

dog trainer evaluation sessions and evolution


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'ss 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 "GROOMING APPOINTMENT " or "TRAINING" APPOINTMENT " and the appointment will open in a tab new.

reservar hotel gatos


More information about automatic reminders:

Clic here



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

how to order animals on your business



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.

hotel for dogs software customers and animals


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:

quick access 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.

kennel software <br/>reports


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 ...)

software animal send email to customers


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.

hotel for dogs customer information and GoogleMap

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

ficha de animal software razas perros y gatos

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:

how to order animals on your business



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.

hotel for dogs software customers and animals


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:

quick access 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 ...)

software animal send email to customers


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.

pet supplier software

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.

hotel for dogs software customers and animals


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:

quick access 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.

kennel software <br/>reports


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

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

animal file software pet business photo breeds

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 ...)

pet software animal view customer


software animal send email to customers


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:

how to order animals on your business



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.

hotel for dogs software customers and animals


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:

quick access 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 ...)

software animal send email to customers


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.

pet supplier software

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.

hotel for dogs software customers and animals


When you click on an expense, the detail appears.

pet supplier unpaid invoices

  • 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.




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