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Settings FAQ

Updated today

General Questions

How do I access my account settings?

Click on your business name in the top left sidebar and select "Account Settings", or navigate to Settings from any page.

Can I have different settings for different locations?

No, account settings apply to your entire business account. However, individual team members and resources can have location-specific configurations.

Who can change account settings?

Only users with Admin or Owner roles can access and modify account settings.


Business Profile

Can I change my ABN after it's set?

No, the ABN is locked after initial setup for tax and legal compliance. Contact Petboost support if you need to change it due to business restructuring.

What business structure should I select?

Select the legal entity type registered with your government:

  • Company - Registered company (Pty Ltd, Ltd)

  • Sole Trader - Individual trading as themselves

  • Partnership - Two or more people in business together

  • Trust - Business operated through a trust structure

This affects invoicing and legal documentation.

Do I need an ACN?

Only if you're a registered company. ACN (Australian Company Number) is optional and only applies to companies.


Branding

What image sizes work best?

Square Logo: 512x512px or larger, 1:1 aspect ratio
Horizontal Logo: 1200x400px or similar, wide rectangular
Hero Image: 1200x900px or similar, 4:3 aspect ratio recommended

Always use high-resolution images that scale well.

Why is my button color "Unsuitable"?

The color doesn't meet WCAG accessibility standards for contrast ratio. It may be hard to read for users with visual impairments. Click "Magic Match Closest" to find a similar accessible color.

Can I upload my own fonts?

Yes, provide the font URL (typically Google Fonts) and exact font family name. The font must be web-accessible.

How do I see my branding changes?

Visit your public booking page URL to see how customers view your branding. Changes apply immediately.


Booking Configuration

Should I enable or disable online booking?

Enable for most situations - it reduces workload and allows 24/7 bookings.

Disable only if:

  • You're temporarily not accepting new bookings

  • You need full manual control over every booking

  • You're during a maintenance or transition period

Should I require a card on file?

Yes, strongly recommended. Requiring a card:

  • Reduces no-shows by 60-80%

  • Enables Pro Automations

  • Validates payment method before appointment

  • Prevents booking fraud

What's the best booking notice period?

4-24 hours for most businesses:

  • 4 hours: Same-day bookings with prep time

  • 24 hours: Standard (most common)

  • 48+ hours: Complex services requiring preparation

Should I use instant confirmation or manual approval?

Instant confirmation for 95% of bookings. Only use manual approval if you truly need to review each booking (VIP services, complex requirements, capacity constraints).


Pro Automations

Are Pro Automations included in my plan?

Pro Automations are included in the Business Pro plan. Check your subscription if you don't see these settings.

Should I enable all five automations?

Yes, for maximum time savings. Start with one at a time and work up to all five.

Full automation workflow:
Pre-Hold Funds → Auto-Start → Auto-Complete → Auto-Finalise → Auto-Pay

What if pre-hold funds fails?

Customer receives automatic notification to update their payment method. The appointment remains but requires a valid card before proceeding.

Can I cancel an auto-payment?

Yes! You have 30 minutes after finalisation before auto-pay processes. Cancel or modify the invoice during this window.

Do auto-payments always work?

Payments can fail if:

  • Card is expired or cancelled

  • Insufficient funds

  • Card issuer blocks transaction

  • Technical issues

Customers are notified and can update payment method.


Notifications

Are SMS notifications expensive?

SMS notifications are included in Business Pro. Standard rates apply based on your plan's SMS allocation.

Can customers opt out of notifications?

Yes, customers can reply "STOP" to SMS or click unsubscribe in emails. They'll still receive critical appointment information.

What's the best reminder timing?

24 hours works for most businesses. Adjust based on:

  • Service prep requirements

  • Customer travel distance

  • Historical no-show patterns

Do I get notified when customers book online?

Yes, you receive notifications for new bookings. Configure your personal notification preferences in your user settings.


Policies & Paperwork

Do I need a lawyer for my terms and conditions?

Strongly recommended. Proper legal documents protect your business from liability. Many lawyers offer pet business packages.

Can I change my cancellation policy later?

Yes, but changes only apply to new bookings. Existing appointments use the policy in place when booked.

What's a fair cancellation fee?

50% is industry standard. Consider:

  • 0-25%: Customer-friendly but may not cover costs

  • 50%: Balanced approach

  • 75-100%: Strict policy for high-demand or high-cost services

Must I require vaccination certificates?

Yes, for any service where pets interact:

  • Boarding

  • Daycare

  • Group training classes

Optional for:

  • One-on-one grooming

  • Mobile services at customer's home

Are digital agreements legally binding?

Yes, digital agreements with timestamps are legally enforceable. Our system captures all necessary proof (date, time, IP address, document version).


Payments

Should customers or business pay processing fees?

No right answer - it's a business decision:

Customer Pays:

  • ✅ Maximizes your revenue

  • ✅ Transparent pricing

  • ❌ Higher sticker price for customers

Business Absorbs:

  • ✅ Simpler pricing for customers

  • ✅ More competitive pricing

  • ❌ Reduces your profit margin

What are Stripe's fees?

Typically 1.75% + $0.30 per transaction in Australia. Your rate may vary based on transaction volume. Check your Stripe dashboard for exact rates.

Is the WisePOS E terminal worth it?

Consider if:

  • You have walk-in customers

  • Customers prefer in-person payment

  • You do front-desk checkout

  • You want fully connected payments

Skip if:

  • All bookings are online with card on file

  • Very low transaction volumes

  • No Wi-Fi at payment location

  • Mobile services without reliable internet

Can I use my existing card terminal?

No, Petboost connects specifically with Stripe Terminal. You need the WisePOS E device for in-person payments.

What if bank transfer payments don't arrive?

Follow up with customer:

  1. Verify they have correct account details

  2. Check they actually sent payment

  3. Allow 1-3 business days for transfer

  4. Send payment reminders

  5. Mark as paid only after confirming receipt in your account


Troubleshooting

My settings aren't saving

Check:

  • Internet connection is stable

  • You have Admin permissions

  • Required fields are filled in correctly

  • Try refreshing the page and saving again

I can't upload my logo

Verify:

  • File is PNG or SVG format

  • File size is under 5MB

  • Image dimensions are reasonable (not 10000x10000px)

  • File isn't corrupted

Customers say they're not receiving notifications

Check:

  • Customer's email and phone number are correct in their profile

  • Customer hasn't opted out of notifications

  • Check spam/junk folders for emails

  • Verify SMS notifications are enabled in settings

Booking page shows old branding

Try:

  • Hard refresh the page (Ctrl+F5 or Cmd+Shift+R)

  • Clear browser cache

  • Wait a few minutes for changes to propagate

  • View in incognito/private window

Auto-payments aren't processing

Verify:

  • Pro Automations are enabled (Business Pro plan)

  • Auto-Finalise is enabled (required for auto-pay)

  • Auto-Pay is enabled

  • Customer has valid card on file

  • Stripe account is connected


Best Practices

Initial Setup Checklist

When first configuring settings:

  1. ✅ Complete business profile (name, ABN, contact info)

  2. ✅ Upload all branding (logos, hero image, colors)

  3. ✅ Configure booking settings (online booking, payment requirements)

  4. ✅ Set up Pro Automations (all five enabled recommended)

  5. ✅ Configure notifications (SMS and email reminders)

  6. ✅ Upload legal documents (terms, conditions, waiver)

  7. ✅ Set cancellation policy (24-hour notice, 50% fee)

  8. ✅ Configure payment settings (decide fee allocation)

  9. ✅ Test full booking workflow as a customer

Regular Maintenance

Monthly:

  • Review and update hero image seasonally

  • Check legal documents are current

  • Review cancellation policy effectiveness

  • Verify bank transfer details are correct

Quarterly:

  • Audit automation effectiveness

  • Review notification timing and content

  • Update custom messages

  • Check accessibility of brand colors

Annually:

  • Legal document review with lawyer

  • Comprehensive branding refresh

  • Policy review and updates

  • Settings audit for optimization


Related Features

For additional configuration:

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