General Questions
What are team members in Petboost?
Team members are the people who work in your pet care business. They can be staff members, contractors, or volunteers who help deliver services to your customers.
How do I add a new team member?
Go to Team Members in the main navigation
Click "Add New" → "New Team Member"
Fill in the team member's personal information
Set their capacity and working hours
Assign services they can perform
Create a user account if needed
What's the difference between Service Provider and Support Staff?
Service Provider:
Provides services directly to customers and pets
Can be assigned to specific services they're qualified to perform
Has working hours and capacity limits
Support Staff:
Supports service delivery and customer assistance
Helps with appointments and customer service
May have limited access to certain features
Capacity and Workload
How do I set team member capacity?
Capacity represents the maximum number of appointments a team member can handle effectively. Consider:
Service complexity and duration
Team member experience level
Physical demands of the work
Personal preferences and work style
What if a team member is overloaded?
Signs of overcapacity:
Declining service quality
Increased stress and burnout
Higher absence rates
Customer complaints
Solutions:
Reduce assigned capacity
Improve efficiency through training
Add additional team members
Optimize service delivery
Service Assignment
How do I assign services to team members?
Go to the team member's profile
Navigate to the Services tab
Select which services they can perform
Consider their skills and experience
Save the changes
Can team members be assigned to multiple services?
Yes, team members can be assigned to multiple services based on their qualifications and experience.
Working Hours
How do I set working hours for team members?
Go to the team member's profile
Navigate to the Working Hours tab
Choose from:
Business Hours - Follows your business operating hours
Custom Hours - Set specific hours for this team member
Flexible Hours - Available during business hours with flexibility
Can I set different hours for different days?
Yes, you can use override days to set different hours for specific days if needed.
User Accounts
Should I create user accounts for all team members?
Only create user accounts for team members who need system access. Consider:
Do they need to log in to perform their job?
Do they need to view appointments or customer information?
Do they need to update their own availability?
How do I create a user account for a team member?
Go to the team member's profile
Navigate to the Account section
Toggle "Create User Account" on
Petboost will send login credentials to their email
Troubleshooting
Team member not appearing in appointment creation
Check:
Team member status is active
Working hours are set correctly
Services are assigned to the team member
Capacity settings are appropriate
Can't assign services to team member
Verify:
Service is active and properly configured
Team member meets service requirements
No conflicts with existing assignments
Team member capacity issues
Review:
Current capacity settings
Workload distribution
Service complexity and duration
Team member feedback and performance
Need help? Contact support or click the "Get Help" button in your dashboard to chat with our team.