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Business Settings

Settings holds your business profile, branding, booking rules, notifications, payments and policies. It is All Settings, under Settings & account in the sidebar, and Owner Admins and Admins can open it. To set up your account before you go live, see Getting Started with Account Settings.

Find a setting

Search when you know what you want to change but not which page it is on.

  1. Type in Find a setting, for example "opening hours". The cards filter as you type, on each card's title, its description and the words the page is known by, so "reminders" finds Notifications. Pages outside Settings that match, such as Team Members, Public Holidays or Breeds, show under Elsewhere in Petboost below the settings cards.

  2. Select the card to open its page.

  3. If the page says Nothing matches. Ask Grazi below., select Ask Grazi to ask Grazi what you typed.

Every settings page except All Settings has a Jump to menu for moving to another page. The last card on All Settings, Run an Account Health Check, opens the Account Health Check.

What each card controls

All Settings groups its cards under five headings.

Group

Card

What it controls

Taking bookings

Booking Settings

Online booking on or off, instant confirmation, who customers can pick

Taking bookings

Duration & Timing

How much notice you need, the gaps between bookings, buffer time

Taking bookings

Booking Engine

Which times customers see, who takes each booking, how many pets a day

Taking bookings

Automatic Actions

Start, complete, invoice and charge bookings without touching them

Messages

Notifications

Every text and email your customers and your team get, and when

Messages

SMS

Two-way texting, your dedicated number, text credits

Money

Pricing & Payments

Deposits, card fees, bank details on invoices, in-person payments

Money

Stripe Payouts

When Stripe pays you, your payout bank account, payout history

What customers see

Your Booking Page

Show or hide sections, the questions at the bottom, the order, the page title

What customers see

Opening hours

The hours customers see, weekday rates, special dates

What customers see

Business Details

Name, phone, email, address, about, badges, announcement

What customers see

Branding

Logo, colours, font, photos, social links

What customers see

Policies & Paperwork

Cancellation policy, terms and conditions, waiver, vaccination rules

What customers see

Fields & Forms

What you must know about a pet and owner before they can book, intake forms

Team and account

Roles & Permissions

What each role can see and do

Team and account

Trips Booster

Run planning, Magic Optimise, routes and the vehicle log book for visits at the customer's address

Team and account

Recommendations

Tools and courses we recommend

Trips Booster shows only when your business has a service at the customer's address and Trips is switched on for your account.

Publish a change

A change on a settings page waits under Pending Changes at the foot of the page until you publish it.

  1. Open All Settings and choose the card.

  2. Make the change. Each change shows as a badge under Pending Changes. Discard Changes drops them all.

  3. Select Publish Changes.

  4. If Before You Publish lists services under Also update services, check the ticks before you publish. One group holds services that were following the old value: they still hold the setting you changed, so they start ticked and change with it. Untick any you want to leave. The other group holds services that have their own value: they start unticked and keep it, so tick them only to replace that value.

  5. Tick the confirmation box, then select Publish Changes.

A setting that each service also has, such as Booking Notice Period, is the default for services you create after the change. Services you already have keep their own copy unless they are ticked under Also update services when you publish. Customers can also have their own notification preferences on their profile. How settings work in Petboost, at the top of All Settings, shows the same three levels: Business Defaults, Per-Service Settings and Customer Preferences.

Pages outside Settings

Some things businesses look for in Settings are elsewhere.

Looking for

Where it is

Guide

Your plan, pricing and subscription waiver status

Billing, under Settings & account in the sidebar

Links to your booking page, a service or a package

Quick Copy Links on All Settings, Quick-copy Booking Link on a service, Share Purchase Link on a package

Stripe card reader setup for in-person payments

In-Person Payments on Pricing & Payments

Google Ads, Meta and Google Analytics IDs on the booking form

Conversion Tracking, under Advanced options on Marketing & Tracking

Rewards for referring other pet businesses to Petboost

Referral Program, under Settings & account in the sidebar

Changes to many services, team members or blocked times at once

Tick several on Services or Team Members, or select Bulk Block Time on Team Members or Resources

Front-desk tablet check-in, booking and walk-in terms

Kiosk Mode, under Quick Copy Links in the account menu at the top of the sidebar

Settings guides

Each area has its own guide.

Billing and subscription

Booking and customer experience

Automation

  • Automatic Actions: automatic starting, completing, invoicing and charging of bookings (not on Calendar Lite)

Communications

Payments

Growth and retention

Bulk operations

  • Bulk Operations: update several services, team members or blocked times at once

Legal and policies

Launching

General

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