Getting Started

Getting Started

Create your account, complete the setup wizard, and get your facility ready.

The Dashboard

Your operational home screen — today's schedule, quick stats, and alerts.

Clients & Pets

Managing Pet Owners

Add, search, and manage your client database with credit ledger and full contact records.

Pet Profiles & Photos

Track every pet's details, health info, photos, behavioral notes, and archive or mark as deceased.

Vaccinations & Compliance

Set vaccine requirements, track records, and enforce compliance at booking.

Bookings & Scheduling

Spaces & Availability

Set up boarding runs, suites, daycare groups, and check real-time availability.

Reservations & Waitlist

Create, manage, and track boarding and daycare reservations end to end.

Daycare Management

Daycare board, recurring schedules, packages, and attendance tracking.

Care & Services

Feeding, Medication & Report Cards

Manage per-stay feeding instructions, medications, and daily report cards.

Grooming & Add-On Services

Grooming appointments, daily schedule, groomer assignment, service catalog, and add-on services.

Billing & Pricing

Invoicing & Payments

Create invoices, record payments, apply credits, and accept online payments via Stripe or Square.

Pricing, Promos & Holidays

Promo codes, discount rules, holiday surcharges, and space blocks.

Communication

Messaging & Pre-Check Forms

Two-way messaging with clients and pre-arrival questionnaires.

Contracts & e-Signatures

Create boarding agreements and liability waivers with digital signing.

Notifications & Emails

Automated vaccination reminders, daycare alerts, package notifications, SMS text messages, and trial lifecycle emails.

Operations & Reports

Daily Tasks, Shifts & Staff

Task checklists, shift reports, staff roles, data exports, and the activity log.

Reports & Analytics

Revenue, occupancy, customer, and seasonal reports with trend analysis.

Advanced Features

The Customer Portal

Self-service hub where clients view pets, reservations, invoices, and more.

Landing Page & Online Booking

Your public facility page, gallery, and online booking wizard.

Account, Billing & Data Management

Subscription management, profile settings, data import, and data export.

Tips, Best Practices & Workflows

Setup checklists, daily routines, and common workflow guides.