Overview
Staff enrol pets from Courses, not from the Appointments New Appointment form. That form does not list courses.
Course enrolments connect pets to a published course: every lesson, a reserved place in the class, and attendance tracking.
Understanding Enrollments
When you enroll a pet in a course:
The pet is registered for all sessions in the course
A space is reserved in the class capacity
The customer is committed to the full program
Attendance can be tracked across all lessons
Enrolling Pets in a Course
To enroll pets, go to Courses and click "New" → "Enrol pet(s)".
Enrollment Form
Step 1: Select Owner & Pets
Search for the owner:
Use the search bar to find by name, phone, or email
Select the pet owner from the results
"+ New" button creates a new customer if needed
Pet selection:
All pets owned by the selected customer are shown
Pet photos and names are displayed
Multiple pets from the same owner can be enrolled
Eligibility is automatically checked
💡 Tip: Use the search to quickly find regular customers. Recent customers appear at the top of results.
Step 2: Choose the Course
Available courses are filtered by:
Upcoming courses only - Can't enroll in completed courses
Available capacity - Courses with space remaining
Service eligibility - Pet must qualify for the course's associated service
Course information shown:
Date - When the course starts
Time - Start time for lessons
Sessions - Number of lessons (e.g., "6 sessions")
Course name - Template name (e.g., "Puppy School")
Options menu provides additional controls for filtering and display.
Step 3: Notes
The Notes field on this step is not saved to the lesson bookings. To record special requirements, customer requests or behavioural considerations, add them to the lesson appointments after you enrol.
Step 4: Notification Settings
Under Notify customer about the booking?, choose one option. There is no default. Enrol Now stays unavailable until you choose.
Send booking notification - The customer receives the booking confirmation by email and SMS
Book silently - No email or SMS is sent
Useful for manual enrollments
When customer already knows
For internal testing
Pet Eligibility
Automatic Eligibility Checking
Petboost automatically verifies:
Service Requirements:
Pet must be eligible for the course's associated service
Checks age restrictions (if configured)
Verifies breed restrictions (if configured)
Confirms health requirements
Course Availability:
Course must have available capacity
Course must be in "Upcoming" status
Course start date must be in the future
When Pets Are Ineligible
Ineligible pets:
Won't appear in the course selection
May show with explanation (coming soon)
Can't be enrolled until requirements are met
Common reasons:
Too young for the program
Breed restriction applies
Health requirement not met
Course at full capacity
How to resolve:
Update pet profile information
Wait until pet meets age requirement
Choose a different course
Contact administrator for exceptions
Managing Enrolled Pets
Viewing Enrolled Pets
Navigate to any course to see:
In the course detail view:
Total enrolled count (e.g., "0 pets enrolled")
Available capacity (e.g., "4 Places Remaining")
List of enrolled pets with details
Capacity Management
How capacity works:
Each enrollment reduces available places by 1
Capacity is shared across all lessons
When full, course no longer appears in enrollment options
Temporarily reserved places affect available capacity
Monitoring capacity:
Check remaining places on course detail page
Review enrollment vs. capacity regularly
Plan for waitlists if needed
Temporarily Reserved Places
Staff add reserved places by hand on the Temporarily Reserved Places tab. Use them to hold spots for:
In-progress enrollments - Customer considering enrollment
Payment pending - Awaiting payment confirmation
Administrative holds - Special circumstances
Managing reserves:
Set the number of held places under Reserved Places Count, then select Save Changes. The count applies to every lesson in the course
Reserved places do not expire. Lower the count to release them
Enrolling a pet does not use up a reserved place. Lower the count after the customer enrols
Monitor impact on available capacity
Course Capacity Strategies
Setting Optimal Capacity
Small classes (4-6 pets):
Best for: Specialized training, behavioral work
Advantages: Personal attention, better control
Considerations: Higher per-pet cost
Medium classes (8-10 pets):
Best for: Standard obedience, puppy classes
Advantages: Good balance of attention and efficiency
Considerations: Requires experienced instructor
Large classes (12+ pets):
Best for: Basic socialization, introductory programs
Advantages: Maximum revenue, social environment
Considerations: Needs strong classroom management
Waitlist Management
If a course fills up:
Note interested customers in your system
Consider adding another session of the same course
Offer alternative dates if available
Plan future courses based on demand
Enrollment Best Practices
Pre-Enrollment
Before opening enrollments:
Ensure course is fully configured
Verify instructor availability
Confirm location is ready
Set clear start date with buffer time
Marketing enrollments:
Announce course 2-4 weeks in advance
Send email to eligible customers
Post on social media
Use in-person promotion
During Enrollment
Managing bookings:
Respond quickly to enrollment requests
Confirm customer understanding of commitment
Answer questions about program content
Set expectations for attendance
Communication:
Send confirmation messages
Provide course details and requirements
Share what to bring/prepare
Set reminder schedules
After Course Starts
Ongoing management:
Track attendance at each lesson
Note progress and behavior
Communicate with customers regularly
Address any issues promptly
Troubleshooting
"Can't find the customer"
Solutions:
Check spelling variations
Try searching by phone or email
Create new customer if needed
Verify customer exists in system
"Course not appearing for enrollment"
Check these:
Course is in "Upcoming" status
Course has available capacity
Course start date is in future
Pet meets service eligibility requirements
"Pet can't be enrolled"
Verify:
Pet profile is complete
Pet meets age requirements
Pet meets breed requirements
Associated service eligibility
"Enrollment confirmation not sent"
Possible causes:
Book silently was chosen
Customer email is invalid
Email settings need configuration
Notification system is disabled
Next Steps
Course Management
Publishing Courses - Create new course instances
Course Lifecycle - Track progress and manage active courses
Getting Started with Courses - Understand course structure and templates
Customer and Pet Management
Customer Profiles - Manage enrolled pet owners
Pet Profiles - Track individual pet progress and eligibility
Appointments - View course lessons as appointments
Template Configuration
Courses - Create and manage course templates (New → New Course Template)
Team Members - Manage instructors and capacity
Resources - Manage course locations and capacity
Settings and Notifications
Settings - Account configuration
Notifications - Course enrollment and reminder settings
Booking Settings - Course booking rules and restrictions
Troubleshooting Navigation
Common Issues and Solutions
"Can't find the customer"
Check Customer Profiles for existing customers
Create new customer if needed
Verify customer information accuracy
"Course not appearing for enrollment"
Check Courses for course status
Verify course capacity and availability
Review course template requirements via "Manage Template"
"Pet can't be enrolled"
Review Pet Profiles for eligibility
Check course template for age/breed restrictions via "Manage Template"
Verify pet meets course requirements
Documentation Sections
Creating Your First Course Template - Step-by-step first-time setup
Getting Started with Courses - Understand course structure and templates
Publishing Courses - Create new course instances
Course Lifecycle - Track progress and manage active courses
Course FAQ - Common questions answered
Need help? Contact support or click the "Get Help" button in your dashboard to chat with our team.