Board & Train Training

Training turns Board & Train into a real program: stays booked from a program with its own week and price, a daily training log for each dog that owners get by email and in their portal, a limited login for your trainers, and the go-home and follow-up lessons that come with the program. It also sells private lessons — one-to-one lessons for any client's dog, singly or in prepaid packs — and lets owners ask for a lesson from their portal.

Turning Training On

Go to Facility Settings → General → Services You Offer and switch on Training. It's on already if your kennel has ever booked a Board & Train stay. With Training off, Board & Train isn't offered on the booking form and the Training pages are hidden.

Programs

A program is a Board & Train package you sell — for example Foundations, two or three weeks, Monday to Friday. Go to Training and click New program. The editor has six steps, with a live preview of the calendar and the invoice beside it.

A program's stay is worked out from its week, never as weeks × 7: a Monday-to-Friday "2 weeks" is 12 days and 11 nights. The editor warns you when a price is less than the nights in that room would cost on their own.

Click Save program. To stop selling a program, open it and click Archive — it leaves the booking form, and stays already booked keep it. Archived programs can be restored from the Archived tab.

Booking a Stay from a Program

Your team books Board & Train stays from the reservation form; clients can also request a program online. Pick Board & Train as the service on a new reservation:

1. Under Program, pick the program — or Custom stay for any dates at the run's nightly Board & Train rate, as before.
2. Pick the Length. The pick-up date is filled in from the program's week, and a strip shows each day of the stay.
3. A drop-off on another weekday is allowed, with a note — the dog still goes home on the program's pick-up day of its last week.
4. Optionally pick the dog's Trainer.

Pricing works like this:

• Per dog. Each dog on the stay pays the program price.
• Two invoice lines per dog. A Lodging line (the run's nightly rate × the nights) and a Training line (the rest of the program price), so you can tax and report them separately. If the nights alone cost more than the program, the stay bills as one Board & Train line.
• No automatic discounts. The extended-stay and multi-pet discounts don't apply to program stays. Promo codes still do.
• The stay keeps the price and the lessons it was booked with — editing the program later changes nothing already sold.

Online Requests

Tick Offer online on a program and clients can request it themselves — from Book a Stay in their portal ("Request a program") and from your public booking page. They pick the program, how long, the drop-off date (only the program's drop-off day can be picked), their dogs and the room, and see the stay laid out day by day — drop off, train, rest, lesson & home — with what's included and the price per dog.

• Always a request. It arrives as a pending reservation for you to confirm, whatever your boarding booking setting. Nothing is charged; the page says what deposit will be asked once it's confirmed.
• One stay per dog, each in its own room of the chosen type. If no room of that type is free for those dates, the client is asked to try another week or room.
• Board & Train only appears online while at least one program is offered online.

Agreements and Evaluations

• A Board & Train agreement: on a contract template, set Applies to to Board & Train. Tick Required and only Board & Train bookings need it signed.
• Temperament evaluations: Board & Train has its own Require an evaluation for Board & Train switch in Settings → Kennel Operations, apart from boarding's.

Training Intake

Before a Board & Train stay, the owner answers a few questions about each dog — what they'd most like it to learn, what to work on, the cues it already knows, anything that worries or excites it, how it gets on with other dogs, and what it loves working for.

• Sent for you: the intake is emailed when a Board & Train stay is booked, or when you confirm a request. Turn Send automatically off in Facility Settings → Training → Intake form to send it yourself.
• Send or resend: the worklist's intake column shows Intake received, Intake sent with Resend, or No intake yet with Send intake. A resend uses the same link.
• The owner's page: one link, no login. They can Save and finish later, then Send to your kennel. A waiting intake also shows on the dog's page in their portal.
• Alongside the Pre-Check: the intake is about training; the Pre-Check a few days before drop-off still covers feeding, medications, belongings and contacts. A Board & Train stay's Pre-Check skips its Behavior & Socialization section, since the intake asks about that.
• On the dog's card: once it's in, the card leads with the owner's goals — the goal in their words, Work on and Already knows chips, and a Watch for note — with See all answers underneath.

Changing the Questions

Go to Facility Settings → Training → Intake form (owners and managers). It starts with the questions above, ready to use. Reword, reorder or remove them, or click + Add question — every question is asked about the dog. Owners keep getting the current questions until you click Publish Draft. Rewording a question keeps its place on the dog's card; removing one just drops it.

The Skill Library

The skills your trainers rate live in Facility Settings → Training → Skill library (owners and managers). Click Add the common skills to start from ten everyday skills (Sit, Down, Place, Loose-leash walking, Recall and more), add your own, Rename them, or archive ones you don't teach. Archived skills stay on old logs.

Daily Training Logs

The top of the Training page is the Training logs worklist: every dog in Board & Train today, with its whole stay as a row of day cells — Sent, Missed (a training day with no log sent), Rest day, and Today. Dogs still owed today's log come first. Click a past day to write the log you missed. Days before you switched Training on are never counted as missed. Each row also shows the dog's training intake.

Writing a log:

1. Rate each skill worked today in three plain steps: Learning → Getting it → Solid. Each skill shows how it went on earlier days. Use Add a skill to rate one that isn't in the program.
2. Add up to 10 photos with Add photos — on a phone you can take them with the camera.
3. Write the Note to the owner.
4. Click Send to the owner, or Save draft to finish later.

Sending emails the owner the update with the photos and puts it on their portal training page. A sent log can still be corrected — the portal shows the change, and the owner isn't emailed twice.

On a phone the photos come first and Send sits in a bar at the bottom of the screen, so a trainer in the yard can send without scrolling.

Trainers

Assigning a Trainer

Each Board & Train dog can have a trainer — anyone on your team. Pick it on the booking form, or in the Trainer column of the Training logs worklist. Dogs without one are flagged ("Hazel needs a trainer") and the worklist can be filtered by trainer. The reservation page shows the Trainer too.

The Trainer Login

For trainers who shouldn't see the rest of your back office — contract trainers, for example — invite them as Trainer on the Staff page (the option appears once Training is on). A Trainer login:

• Sees only the dogs assigned to them: their day as one card per dog with its photo, care notes (handling, allergies, today's medications, feeding) and a big log button; a Calendar; and Lessons.
• Sees the owner by first name only — no phone number, email, address or bills.
• Can't open any other page. Following an old link shows "Your trainer login opens the Training pages only."
• Can confirm or decline a follow-up lesson request for one of their dogs, and opens the private lessons they teach to write the recap — but can't book a private lesson, sell a pack or handle a private lesson request, because those put a bill on a client's account.
• Gets no booking or message alerts, and doesn't appear in the groomer or incident pickers.
• Counts as a staff account on your plan.

On a phone, a trainer moves between Today, Week, Lessons and Profile with the tab bar at the bottom of the screen.

A Dog's Card

Tap a dog's photo or name to open its card: the program and how far through it the dog is, the go-home date, care notes, vaccines, lessons, where each skill stands, and the logs sent so far.

The Training Calendar

Training → Calendar shows a week, Monday to Sunday, with a row per dog: the day it Arrives, its Train and Rest days, the day it Goes home, which days' logs went out, and any Lesson. A trainer sees their own dogs; the rest of your team sees every dog with its trainer. Tap a day that has come to open its log, or a lesson to open it. Private lessons have no stay, so they are listed under the week as Private lessons this week.

Go-Home & Follow-Up Lessons

A program can include lessons with the owner (set on the program's Lessons step):

• A go-home lesson at pick-up — the owner learns the cues before taking the dog home.
• Follow-up lessons after the stay, to be used within a number of days of pick-up (leave the days blank for no deadline).

New programs start with a go-home lesson and 2 follow-ups within 60 days. Lessons happen at your facility and are included in the program price.

Booking Lessons

Go to Training → Lessons. At the top is This week's lessons, by day and time — included lessons and private lessons on one list, each marked Included, Pack or with its price. When owners have asked for lessons, Asked for sits above it (Lesson Requests). Below it, Lessons to book lists every dog with a lesson to book or one coming up, the soonest deadline first, with a dot for each follow-up (ticked once used).

1. Click Book go-home lesson or Book follow-up on the dog's row.
2. Pick the Date, Time, Length and Trainer.
3. Click Book & email the owner.

A go-home lesson is during the stay; a follow-up is on or after pick-up and by the deadline. Click Reschedule to move a booked lesson, or Cancel lesson to cancel it — a cancelled lesson doesn't count, so the owner can still use it. The owner is emailed when a lesson is booked, moved or cancelled.

To give one dog more time, use Extend the deadline to in the same panel. The program's rule stays as it is.

After the Lesson: the Recap

Open the lesson (from This week's lessons or the calendar):

1. Add photos with Camera.
2. Add Homework for the owner — what to practise and how. Use Add homework, or tap one of the dog's skills to add it.
3. Write What we covered.
4. Under How it went, pick Done or No-show. For a no-show, untick Use up the lesson to give the owner the lesson back.
5. Click Send recap to the owner.

Only a lesson marked Done sends its recap — by email and to the portal, once. While follow-ups are left, Book the next lesson now? lets you book the next one before the owner leaves.

Private Lessons

A private lesson is a one-to-one lesson at your facility for any client's dog — no Board & Train stay needed. You sell them singly or in prepaid packs, and the recap, homework and photos work exactly as they do for follow-up lessons.

Lessons and Packs

Go to Facility Settings → Training → Private lessons. Under What you sell:

1. Click Add a lesson.
2. Enter a Name (for example "Private lesson") and a Price, and pick the Length: 30, 45, 60 or 90 minutes.
3. To sell it in packs, click Add a pack and enter the number of Lessons, the Pack price, and the Days to use — how long the client has from the day they buy it. Leave the days blank for no deadline. A lesson can have up to 6 packs, each a different size.
4. Leave Owners can ask online ticked to show the lesson and its packs in the portal, or untick it for a lesson only your team books.
5. Click Save.

Each lesson's card shows its price, its packs with what one lesson works out to, and the Owners can ask online switch. Click Edit to change it, or Stop selling to retire it — lessons already booked and packs already sold are untouched, and repricing a lesson never changes a pack a client has bought.

Lesson Hours

On the same page, When trainers teach has a card for everyone on your team:

1. Click Add hours (or Edit hours).
2. Tick the days they teach and set each day's start and end time.
3. Click Save hours.

Under Time off, pick the First day off and Last day off and click Add time off; their hours are ignored on those days.

Lesson hours are a guide, not a lock. Owners are only offered times inside them, and the booking panel tells you when a time is outside a trainer's hours or clashes with another lesson — but your team can still book any time. Someone with no lesson hours isn't offered to owners.

Booking a Private Lesson

1. Go to Training → Lessons and click Book a lesson or sell a pack.
2. Under Which dog?, search by dog or owner name and pick the dog.
3. Pick the Lesson, Date, Time, Length and Trainer.
4. Click Book & email the owner.

The panel says how the lesson is paid for before you book:

• Comes off the client's pack when they hold a pack of that lesson with some left and the date is inside its deadline. Nothing more is billed.
• Billed on its own otherwise: the invoice goes on the client's account the moment you book, due by the day of the lesson.

On This week's lessons, click Move to change a private lesson's date, time or trainer, or Cancel lesson in the same panel. A cancelled pack lesson goes back on the pack. A cancelled single lesson has its invoice voided when nothing was paid on it; if the client already paid, the invoice is left for you to refund or credit from the invoice page.

For a no-show on a pack lesson, untick Use up the lesson to give it back. A single lesson's invoice stands on a no-show; void it from the invoice if you aren't charging.

Selling a Pack

Open the dog's panel the same way (Book a lesson or sell a pack, then the dog). Under the client's packs, click the pack to sell — for example Sell 4 × Private lesson · $340.00. The pack is live at once and its invoice is on the client's account.

A pack belongs to the client, not one dog: any of their dogs can use it. Packs with lessons left at the bottom of the Lessons page lists every pack still to use, the soonest deadline first, with Book for each of the client's dogs.

Clients can also buy a pack themselves in the portal when its lesson is offered online. A pack bought online is ready to use once its invoice is paid; an order nobody pays for is let go after a day.

Lesson Requests

Owners ask for a lesson from their portal — a private lesson you offer online, or a follow-up that came with their dog's program. They don't name a time: they tap every part of a day they're free (Morning, Afternoon or Evening), choosing from the times your trainers have lesson hours, and click Send request.

Nothing is booked, and nothing billed, until you confirm. A request shows as a count on Lessons in the sidebar and as a card under Asked for at the top of Training → Lessons:

• What the owner asked for and how it would be paid — included, off their pack, or billed when you confirm.
• When the owner is free, the trainer they asked for (if any) and their note.
• Times that fit — lesson times inside those windows, inside a trainer's lesson hours, and clear of everything that trainer already has booked. Click Confirm on one to book it; the owner gets the usual booked email, and a single lesson's invoice is issued then.
• Pick another time opens the booking panel to confirm at any date and time you choose.
• Decline emails the owner your note with a link to pick other times.

An owner can ask for as many follow-ups as their dog has left, and can cancel a request while it is still waiting.

The Training Report

Training → Report shows a month of Board & Train stays that were checked out: pick the month at the top, and Export CSV for a row per dog.

• Training revenue and Program lodging — each program stay's price split the way its invoice is: lodging is the nights at the run's rate, training is the rest. This split lives only in the report; the Revenue report still counts program lodging as boarding. Custom stays aren't split.
• Programs — dogs, revenue, lodging, training and average stay for each program and length.
• Private lessons — for each lesson: how many were Given, No-shows, how many came Off a pack and how many were Billed singly, with the Single-lesson revenue; then Packs sold in the month. A lesson counts in the month it was given or missed; a pack counts in the month it was sold, not as its lessons are used.
• Trainers — for each trainer: dogs, Logs sent that day, Sent late, Missed, Lessons given, No-shows, and the Training revenue of the program stays they were assigned, to apply your own pay split to. Private lessons is what the private lessons they gave were worth: a single at its price, a pack lesson at the pack's price per lesson.

Prices are before promo codes and discounts. Trainer logins can't open the report.

What Owners See

Each dog in Board & Train has a training page in the customer portal, linked from the training emails and from the stay in the portal. It shows:

• This week's homework from the latest lesson recap, and the Next lesson.
• Every lesson, with its recap and photos.
• Progress — each skill's step, and which day of the stay it is.
• The latest update with its photo, and earlier updates to open.

Only sent logs and recaps reach the owner; drafts never do.

When you offer a private lesson online — or the client already has a pack, a lesson or a follow-up to use — Reservations in the portal shows a Lessons button. The Lessons page has:

• Waiting to hear back — their requests, each with Cancel this request.
• Coming up — every booked lesson.
• Your packs — a punch card for each pack, with what's left and the use-by date; and Waiting for payment for a pack order still to pay.
• Included with your program — follow-ups still to use, with Ask for a time. The same button is on the dog's training page.
• Each lesson you offer online with its price, Ask for a time, and its packs to Buy.
• Past lessons — private lessons' recaps, homework and photos.