General Questions
How many services should I create?
Start with your core offerings (5-15 services). You can always add more later. Consider:
Too Few: Customers can't find what they need
Too Many: Overwhelming, confusing, hard to manage
Just Right: Clear options covering main offerings
Recommended approach:
Start with essential services
Add variants as needed (size-based, service levels)
Use add-ons for optional extras
Group related services in categories
Can I edit services after they're created?
Yes, all service settings can be modified at any time. Changes don't affect existing appointments - only future bookings use updated settings.
Safe to change:
Service name and description
Pricing (future appointments only)
Duration (future appointments only)
Team/resource assignments
Booking settings
Eligibility restrictions
What happens to existing appointments when I change a service?
Nothing. Existing appointments retain their original details (price, duration, team member, resource). Only new bookings use updated service settings.
To update existing appointment:
Must manually edit the specific appointment.
Important: If you change a service's price (for example, from $100 to $110), every appointment already on the books keeps the original $100 price. Customers who booked at the old rate are not affected. Only appointments created after the price change use the new $110 rate. If you need to update the price on a specific existing appointment, open that appointment and edit its price directly.
Can I delete a service?
Yes, but only if it has no historical appointments. If service has been used:
Disable self-service booking instead of deleting (Booking Settings tab -> Enable Self-Service Booking -> OFF)
Preserves historical data and reporting
Hides from your public booking page
Staff can still book it manually if needed
Can be re-enabled at any time
How do I delete a service vs disable it?
These are two different actions with very different outcomes:
Disabling (Recommended for most cases):
Navigate to the service -> Booking Settings tab
Toggle Enable Self-Service Booking OFF
Click Publish Changes
What happens: The service is hidden from your public booking page. Customers cannot see or book it online. Staff can still create bookings manually. All historical data, reporting, and existing appointments are preserved. You can re-enable it at any time.
Deleting:
Navigate to the service
Click the delete/remove option
What happens: The service is permanently removed. This only works if the service has zero historical appointments. If appointments exist, Petboost blocks deletion to protect your data.
When to delete vs disable:
Scenario | Action |
Seasonal service (off-season) | Disable |
Service you no longer offer but has history | Disable |
Duplicate service created by mistake (never used) | Delete |
Test service with no bookings | Delete |
Phasing out a service gradually | Disable |
Rule of thumb: If in doubt, disable rather than delete. You lose nothing by disabling, but deletion is permanent.
How do I control whether a service is visible to customers?
Services have two visibility states controlled by the "Self-Service Booking" toggle:
Self-Service Booking ENABLED:
Service appears on your public booking page
Customers can book online
Staff can also book for customers
Self-Service Booking DISABLED:
Service is hidden from your booking page
Only staff can create appointments for this service
Useful for VIP services, internal-only, or services under development
How to toggle visibility:
Navigate to service -> Booking Settings tab
Find "Enable Self-Service Booking" toggle
Turn ON to make visible to customers, OFF to hide
Click "Publish Changes" to save
Use cases for disabled self-service:
New services you're still configuring
Staff-only or invite-only services
Seasonal services (hide off-season, show in-season)
Services requiring consultation before booking
Note: Unlike customer/pet profiles, services don't have a formal "draft" status. All services are immediately available for staff booking once created. The self-service toggle only controls customer visibility.
Can I hide a service from online booking but keep it for internal use?
Yes. This is exactly what the self-service booking toggle is designed for. When you disable self-service booking on a service, it becomes an "internal-only" service:
What stays the same:
Staff can create bookings for this service from Mission Control or Calendar
Full calendar integration (bookings appear on your schedule)
Invoicing, payments, and receipts all work normally
Customer communications (confirmations, reminders) still send
Reporting and revenue tracking continue as usual
Resource and capacity management still applies
What changes:
Service is hidden from your public booking page
Customers cannot see or book it online
How to set up:
Navigate to service -> Booking Settings tab
Toggle Enable Self-Service Booking OFF
Click Publish Changes
Common uses:
Complex boarding with flexible handover times agreed individually
VIP or invite-only services
Services requiring a phone consultation before booking
New services being tested before public launch
Seasonal services currently out of season
For a full walkthrough, see the Internal-Only Services guide.
How do I copy settings from one service to create a similar one?
When creating multiple similar services (e.g., size variants of the same groom), you can copy settings from an existing service to save time:
Open the service you want to copy settings from
Click the "Copy Settings" button
Select the target service(s) to copy settings to
Choose which settings to copy (pricing, duration, booking rules, team assignments, eligibility restrictions, etc.)
Review and confirm
This is particularly useful when:
Setting up size variants (Small, Medium, Large, X-Large) of the same service
Creating tier variants (Bronze, Silver, Gold) with similar structure
Launching a new service that shares most settings with an existing one
Duplicating seasonal services with minor adjustments
What gets copied:
Pricing configuration (base price, variable pricing, multi-pet rates)
Duration and buffer time
Booking rules (notice period, advance booking window)
Team member and resource assignments
Eligibility restrictions (weight, age, breed)
Pro Automations settings
What you should change after copying:
Service name (include the variant, e.g., "Full Groom (Large)")
Price (adjust for the size/tier)
Duration (adjust for the variant)
Weight restrictions (set appropriate range for each size)
Service Types
What's the difference between Initial and Regular services?
Initial:
First-time service for new customers
Typically longer duration (assessment, introduction)
May have different pricing
Customers can only book once
Regular:
Standard, repeatable service
Normal duration and pricing
Customers can book multiple times
Most services are Regular type
What's the difference between Initial, Regular, and Add-on services?
Petboost has six service types, each designed for a specific purpose. The three most commonly confused are:
Type | Purpose | Can be booked alone? | Typical use |
Initial | First-visit gatekeeping | Yes | Daycare assessment, grooming consultation, boarding trial |
Regular | Core repeatable appointments | Yes | Full groom, group walk, training session, daycare |
Add-on | Optional extras that enhance a main service | No (must attach to a parent service) | Nail trim, teeth brushing, medication admin, pet taxi |
Initial services gate access to Regular services. Until a pet completes their Initial service, they cannot book the linked Regular service. This is tracked per pet, not per customer. Example: a "Daycare Assessment" must be completed before a pet can book "Full Day Daycare".
Regular services are your bread-and-butter appointment types. They can be booked repeatedly, support variable or fixed pricing, multi-pet discounts, and recurrence patterns.
Add-on services are revenue boosters that cannot be booked standalone. They appear during the booking flow after a customer selects a base service (like extras on a food delivery app). Industry research shows upselling increases revenue by 10-30%.
The other three types:
Stay - for overnight or multi-day boarding (per-night pricing, check-in/check-out)
Course - for multi-week group programmes with enrolment and attendance tracking
Package - for prepaid bundles sold at a volume discount
For full details, see the Service Types Guide.
When should I use Add-on services?
Use Add-ons for optional extras that cannot be booked alone. Add-ons are a powerful upselling tool: like Uber Eats, customers can add extras during the booking flow. Industry research shows upselling increases revenue by 10-30% (Accenture).
Good Add-on Examples:
Nail trim (with grooming)
Teeth brushing (with bath)
Blueberry facial (with grooming)
De-shedding treatment (with grooming)
Flea treatment (with grooming)
Medication administration (with daycare/boarding)
Extra playtime (with daycare)
Photo updates (with boarding)
Pet taxi pickup/drop-off (with any service)
Feed dinner at home (with drop-off)
Should be Regular (not Add-on):
Standalone nail trim service
Quick bath (can be booked alone)
Drop-in daycare visit
See the dedicated Add-Ons Guide for complete setup instructions and best practices.
How do add-ons appear to customers?
After selecting a base service (like "Full Groom"), customers see relevant add-ons they can tap to add. The price updates instantly, just like ordering extras on a food delivery app. This self-service upselling happens without any effort from you.
Customers get two opportunities to add extras:
During service selection - relevant add-ons appear immediately after choosing the base service
At checkout - a dedicated "Add Extras" carousel prompts customers at the final checkout step (this "second chance" upsell is highly effective because commitment is highest at checkout)
How do I know if an appointment has add-ons?
Appointments with add-ons display a distinctive pink "Add-ons" badge on the calendar and in Mission Control. Click into the appointment to see the full list of extras and the price breakdown.
Can I add add-ons to an appointment after it's booked?
Yes! Staff can add or remove add-ons at any point before finalising the appointment. Great for when a customer requests something extra at drop-off.
My add-on services aren't saving properly
If add-on services aren't saving or are behaving unexpectedly, work through this diagnostic checklist:
1. Check the service type is set to "Add-on":
Navigate to the service -> Basic Info tab
Confirm the Service Type is set to Add-on (not Regular or Initial)
If the type is wrong, you cannot change it after creation. You will need to create a new service with the correct type
2. Check the add-on is linked to base services:
Add-ons must be linked to at least one base service or category to appear during booking
Navigate to the add-on's configuration and verify which base services it applies to
If no base services are linked, the add-on will not appear in the booking flow
3. Check pricing and duration are set:
Ensure a price is entered (even $0 if the add-on is complimentary)
Duration can be 0 minutes (for add-ons performed during the main service) or a positive value (for add-ons that extend the appointment)
4. Check Publish Changes was clicked:
After making any changes, you must click "Publish Changes" for them to take effect
Changes not published remain in draft and do not affect the live booking page
5. Check browser cache:
Hard-refresh your browser (Ctrl+Shift+R on Windows, Cmd+Shift+R on Mac)
Try in an incognito/private window to rule out cached data
6. Check team member assignment:
If the add-on requires a specific team member but none are assigned, it may not appear
Most add-ons inherit the team member from the base service, so assignment is typically not needed
If the issue persists after all these checks, contact Petboost support with:
The add-on service name
The base service(s) it should appear with
A screenshot of the add-on's configuration tabs
What's the Stay service type for?
Stay is for overnight or multi-day services:
Boarding (per night)
Extended daycare (multiple days)
Duration measured in days, not hours
Features:
Pricing per night/day
Multi-day calendar blocking
Check-in/check-out workflows
How do I set up stay/overnight services?
Stay services are purpose-built for overnight boarding and multi-day stays. They work differently from Regular services because they handle check-in/check-out times, nightly pricing, capacity across multiple nights, and optional transport.
Step 1: Create the service
Navigate to Services -> Add New -> New Service
Set Service Type to Stay
Give it a clear name (e.g., "Overnight Boarding", "VIP Suite", "Extended Daycare Stay")
Step 2: Configure pricing
Stay pricing uses two tier systems that work together:
Per-Day Period Rates - rates for complete 24-hour periods. Configure "stay longer, save more" tiers here (e.g., 1-2 days @ $60/night, 3-6 days @ $55/night, 7+ days @ $50/night)
Short-Stay and Spillover Rates - rates for stays under 24 hours or remaining hours after full periods (e.g., 0-4h @ $40, 4-8h @ $55)
See the Pricing Guide for complete examples and calculations.
Step 3: Set default check-in/check-out times
Set your preferred default check-in time (e.g., 2:00 PM)
Set your preferred default check-out time (e.g., 11:00 AM)
These pre-fill when creating bookings but can be adjusted per booking
Step 4: Configure capacity
Assign kennel/room resources to track capacity
When a pet books a multi-night stay, Petboost checks capacity for ALL nights
If any single night is full, the booking cannot proceed
Step 5: Add stay-specific add-ons
Create add-on services for boarding extras:
Medication administration (per-day fee)
Extra playtime session
Grooming on departure day
Photo/video updates
Special diet meal
Step 6: Consider linking an Initial service
For first-time boarders, create a "Boarding Trial Night" Initial service that must be completed before booking extended stays.
How do I set up service packages vs individual services?
Individual services are standalone appointments booked and paid for one at a time. Packages are prepaid bundles of services sold at a volume discount.
When to use individual services:
New customers trying your services for the first time
One-off or infrequent appointments
Services with variable pricing that changes each visit
When to use packages:
Regular customers who book the same service repeatedly
When you want to encourage commitment and reduce churn
To improve cash flow with upfront payment
To reward loyal customers with a volume discount
Setting up a package:
Navigate to Packages
Create a new package
Select which service(s) the package credits apply to
Set the number of credits (e.g., 10 grooms)
Set the package price (e.g., $1,150 for 10 grooms vs $130 each = $150 saving)
Configure whether credits can be shared between family pets
Package features:
Self-service purchase - customers buy 24/7 through your booking portal
Coffee-card tracking - visual stamp display of used/remaining credits
Auto credit deduction - credits applied automatically at checkout
Multi-pet sharing - credits can be shared between pets in the same family
Auto top-up - optional automatic replenishment when credits run low
Revenue impact: Package customers typically have 30-50% higher lifetime value. Prepaid cash flow arrives before services are delivered, and package holders book more frequently.
For full details, see the Packages Guide.
Pricing
For detailed pricing documentation including complete stay pricing examples, see the Pricing Guide.
Should I use fixed or variable pricing?
Fixed Pricing - Use when:
Service cost is consistent
Standardised service delivery
Customers expect set prices
Examples: Group classes, standard walks, daycare
Variable Pricing ("from $X") - Use when:
Final cost depends on factors discovered during service
Pet size, coat condition, time required vary significantly
You need flexibility to adjust
Examples: Grooming, training, complex services
How do I handle different prices for different dog sizes?
Option 1: Separate Services (Recommended)
Full Groom (Small) - $130.00 - 1h 15mFull Groom (Medium) - $145.00 - 1h 30mFull Groom (Large) - $180.00 - 2hFull Groom (X-Large) - $245.00 - 2h 30m
Benefits: Clear pricing, accurate duration, better eligibility controls
Option 2: Variable Pricing
Full Groom - from $130.00 - 2h (manual adjustment at booking)
Benefits: Fewer services to manage, flexibility
Recommendation: Use separate services if pricing and duration differ significantly. With separate services you can also set weight restrictions on each variant so that only pets of the correct size can book. For example, set "Full Groom (Small)" to 0-10kg, "Full Groom (Medium)" to 10.01-20kg, and so on.
To set up size-based services efficiently, create the first variant, then use the Copy Settings feature to duplicate it for each size. Adjust the name, price, duration, and weight restrictions on each copy.
How do I set up different service tiers (e.g., Gold, Silver, Bronze)?
Create separate services for each tier with clear naming and value differentiation:
Example structure:
Full Groom - Bronze - $80.00 - Basic bath and dry - Standard clip - Nail trimFull Groom - Silver - $120.00 - Premium shampoo and conditioner - Breed-standard styling - Nail trim and ear cleaning - Cologne finishFull Groom - Gold - $160.00 - Luxury spa bath with skin treatment - Show-quality styling - Full nail, ear, and teeth care - Cologne and bow/bandana - Photo session included
Setup tips:
Clear naming - Include tier level in service name
Value Feature Labels - Use badges like "Best Value" or "Premium"
Key Features - List what's included in each tier
Consistent pricing gaps - Keep price differences meaningful but fair
Duration differences - Higher tiers typically take longer
Use service categories to group tiers together on your booking page for easy comparison.
Is there a way to bulk add a 5% increase on all prices?
Petboost's bulk update feature allows you to update multiple services at once, but it currently works with fixed dollar amounts rather than percentage-based adjustments.
What you can do today:
Navigate to Services
Select multiple services using the checkboxes
Use the Bulk Actions menu to update settings across all selected services
Apply a fixed dollar increase (e.g., +$5, +$10) to selected services
What you cannot do (yet):
Apply a percentage-based increase (e.g., +5%) across all services in a single action
The system does not currently support percentage calculations in bulk updates
Workaround for a percentage increase:
Export your current service prices (or note them down)
Calculate the new price for each service (old price x 1.05 for a 5% increase)
Update each service individually with the new calculated price, or use bulk update with a fixed amount if the increase is roughly the same across services
Tip: If most of your services are priced similarly, a flat dollar increase often achieves a similar result. For example, adding $5 to a $100 service is a 5% increase.
We are aware this is a frequently requested feature. Percentage-based bulk pricing adjustments may be added in a future update.
How do I bulk update multiple services at once?
Petboost provides a bulk actions feature on the services list:
Navigate to Services
Use the checkboxes to select the services you want to update
Click the Bulk Actions menu that appears
Choose the action you want to apply
Bulk actions available:
Update pricing (fixed dollar adjustment)
Enable or disable self-service booking
Assign or remove team members
Assign or remove resources
Update booking settings (notice period, confirmation type)
Tips for effective bulk updates:
Filter your services list by category first to select related services quickly
Review changes carefully before confirming, as bulk actions apply to all selected services
Changes take effect immediately for future bookings
Existing appointments are not affected by bulk updates
For more granular control, edit each service individually. The bulk feature is best for broad, uniform changes across many services.
Can I collect payment upfront before an appointment?
Petboost does not offer a built-in deposit feature. Instead, we strongly recommend card-on-file with pre-authorisation, which gives you the same protection with a much better experience when plans change.
Card on File + Pre-Authorisation (Recommended)
Customer saves their card securely at booking
72 hours before the appointment, a temporary hold verifies the card and reserves funds (not charged)
Holds release automatically if the customer cancels (no refund needed)
Released funds return to the customer's card in 30 minutes to 24 hours, not the 5-10 business days a traditional deposit refund takes
80%+ no-show reduction reported by businesses using pre-auth
For high-value or boarding bookings, we recommend combining this with a longer cancellation period (e.g., 72 hours or more). This protects you against last-minute cancellations while keeping refunds fast and admin-free.
Workaround: Quick Sale for Upfront Payment
If you must collect a partial or full payment before the appointment:
Create the appointment as normal
Process a Quick Sale attached to the appointment for the upfront amount
Manually deduct that amount from the final invoice
Note: this requires manual refund processing if the customer cancels, so we recommend pre-authorisation as the default approach.
Can I require upfront payment for specific services?
Yes, but not through a traditional deposit system. Petboost uses card-on-file with pre-authorisation as the recommended approach for securing payment before service delivery.
Per-service configuration:
Navigate to the service -> Booking Settings tab
Ensure Require Card on File is enabled (configured in Settings -> Booking Configuration)
Enable Pre-Hold Funds in the service's Pro Automations
How it works for specific services:
Boarding/high-value services: Enable Pre-Hold Funds + set a longer cancellation period (72+ hours). The customer's card is verified and funds are temporarily held 72 hours before the appointment
Standard services: Enable card-on-file requirement without pre-hold if you only need the ability to charge after service completion
Group classes/courses: Use Packages for upfront payment (customer pays the full bundle price at purchase)
For truly non-refundable upfront charges (e.g., a booking fee for peak holiday boarding):
Create the appointment as normal
Process a Quick Sale attached to the appointment for the upfront amount
Deduct that amount from the final invoice at service completion
See also: No-Show Protection and Upfront Payments
Can I set seasonal pricing for services?
Petboost does not currently have a built-in seasonal pricing feature that automatically switches rates on specific dates. However, there are practical workarounds:
Option 1: Seasonal service variants (Recommended)
Create separate services for peak and off-peak periods:
Boarding - Standard Rate - $55/nightBoarding - Holiday Rate - $75/nightBoarding - School Holidays - $65/night
Disable self-service booking on the off-season variant
Enable the appropriate variant when the season changes
This gives you complete control over pricing and visibility
Option 2: Variable pricing with manual adjustment
Use variable ("from $X") pricing on a single service
Manually adjust the price at booking based on the date
Less automated, but avoids maintaining multiple services
Option 3: Surcharge add-on
Create an add-on called "Peak Season Surcharge" or "Holiday Rate Supplement"
Set the price to the difference between your standard and peak rates
Enable or disable the add-on seasonally
The add-on appears during booking so customers see the surcharge transparently
Tips for managing seasonal pricing:
Communicate rate changes to customers well in advance
Update your service descriptions to note the seasonal period
Set calendar reminders to toggle services or rates at the start and end of each season
Consider a "book early" discount for customers who book peak-season services in advance
How do I offer package pricing or discounts?
Option 1: Create Package Services
Single Training Session - $85.005-Session Training Package - $400.00 (save $25)10-Session Training Package - $750.00 (save $100)
Option 2: Manual Discount at Booking
Customer books regular service
Apply discount code/manual adjustment at checkout
Option 3: Use Packages Feature (if available)
Create formal packages with multiple services/credits
More complex but powerful
Duration & Scheduling
How do I set the right service duration?
Duration should include:
Actual hands-on service time
Minor variations and typical delays
Time spent within the appointment
Duration should NOT include:
Setup/cleanup (use buffer time instead)
Extreme edge cases
Travel time (unless mobile service)
Formula:
Service Duration = Average Service Time + Minor Buffer
Buffer Time = Setup Before + Cleanup After
Example:
Grooming: 1h 30m duration + 15m buffer = 1h 45m total blocked time
What's the difference between duration and buffer time?
Service Duration:
Time blocked on calendar for appointment
What customer sees as appointment length
Included in service time
Buffer Time:
Additional time before/after appointment
Setup, cleanup, transitions
Not shown to customer
Prevents back-to-back conflicts
Example:
Service: Full GroomDuration: 2 hoursBuffer Before: 15 minutesBuffer After: 15 minutesTotal Calendar Block: 2h 30mCustomer Sees: 2 hours
How do I set buffer time between appointments?
Buffer time adds a gap before and/or after each appointment for setup, cleanup, or transitions. It is not visible to customers but prevents back-to-back scheduling conflicts.
How to configure:
Navigate to the service -> Pricing & Duration tab
Set Buffer Before (minutes) - time needed before the appointment starts (e.g., check-in, prepare equipment)
Set Buffer After (minutes) - time needed after the appointment ends (e.g., cleanup, notes, prepare for next pet)
Save changes
The buffer is automatically added to the calendar block:
Buffer Before: 15 minutesService Duration: 2 hoursBuffer After: 15 minutesTotal Calendar Block: 2h 30mCustomer Sees: "2 hours" (buffers are hidden)
Recommended buffer times:
Service type | Buffer Before | Buffer After |
Standard grooming | 15 min | 15 min |
Complex grooming | 15 min | 30 min |
Dog walking | 0 min | 10 min |
Group classes | 15 min | 15 min |
Daycare (check-in) | 15 min | 15 min |
Boarding (turnover) | 30 min | 45 min |
Common issue: If your appointments consistently run over time, increase the buffer after rather than the service duration. This preserves accurate time reporting while giving you a realistic schedule.
Why are my appointments running over time?
Common causes:
Service duration set too short
Insufficient buffer time
Unexpected complications
Team member running behind
Solutions:
Track actual service times for a week
Increase service duration to match reality
Add buffer time for prep/cleanup
Account for worst-case scenarios
Train team on time management
How do I handle same-day bookings?
Set Minimum Advance Notice in booking settings:
2 hours: Allow same-day with short notice
4 hours: Same-day but with prep time
24 hours: Next-day bookings only
48 hours: Two-day advance minimum
Balance:
Shorter notice = More bookings but less prep time
Longer notice = Fewer bookings but better planning
How do I set a minimum notice period for bookings?
The Minimum Advance Notice setting controls how much lead time is required before a customer can book. This prevents last-minute bookings that you cannot accommodate.
How to configure:
Navigate to the service -> Booking Settings tab
Find Minimum Advance Notice
Set the required notice period
Common configurations:
Notice period | Effect | Best for |
2 hours | Same-day bookings allowed | Walk-in style services, dog walking |
4 hours | Same-day with preparation time | Grooming, daycare |
24 hours | Next-day bookings only | Standard services, most grooming |
48 hours | Two-day advance minimum | Complex grooming, training |
1 week | Week-advance required | Specialist services, boarding |
Same-day booking restrictions:
If you want to prevent same-day bookings entirely, set the minimum notice to 24 hours. This means a customer booking at 9am on Monday can book for Tuesday at the earliest.
If you want to allow same-day bookings but with reasonable lead time, set it to 2-4 hours. A customer booking at 9am can book for 11am or 1pm the same day.
Important: This setting applies per service. You can allow same-day bookings for dog walking (2-hour notice) while requiring 48-hour notice for grooming.
Tip: If you find you are getting too many last-minute bookings that disrupt your schedule, increase the notice period. If you are losing bookings because customers want shorter lead times, reduce it.
Team & Resource Assignment
Do I need to assign team members to every service?
No, only assign team members if:
Service requires specific skills/certification
Managing staff capacity is important
Tracking individual performance matters
Leave unassigned if:
Any staff member can perform service
Flexibility more important than tracking
Self-service scenarios
What's the difference between "Required" and "Optional" assignment?
Required:
Appointment MUST have assigned team member/resource
Cannot create appointment without selection
System enforces assignment
Optional:
Appointment CAN have assignment but isn't mandatory
Provides flexibility
Helpful for tracking without enforcing
Example:
Service: Specialised TrainingTeam Member: Required (only certified trainers)Service: General Dog WalkingTeam Member: Optional (nice to track but not mandatory)
Can a service require specific team members?
Yes. You can assign specific team members to a service and mark the assignment as Required, ensuring only qualified staff can deliver that service.
How to configure:
Navigate to the service -> Team Members & Resources tab
Click Assign Team Members
Select the team members who can perform this service
Set the assignment to Required
Save changes
What this means:
Only the assigned team members appear as options when booking this service
The appointment cannot be created without selecting one of these team members
Customer-facing booking shows only the available assigned staff (if team member selection is enabled)
The system checks the assigned team member's availability when calculating bookable slots
Use cases:
Only certified groomers can perform breed-specific styling
Only trained staff can administer medication during boarding
Only senior trainers can handle behaviour modification sessions
Only staff with a working-with-children check can deliver puppy school
Tip: If you want to track which team member performed a service but do not want to restrict who can be booked, set the assignment to Optional instead of Required. This gives you reporting data without limiting availability.
How do I prevent overbooking grooming tables?
Create resources for each grooming table
Grooming Table 1 (capacity: 1)
Grooming Table 2 (capacity: 1)
Grooming Table 3 (capacity: 1)
Assign resources to grooming services
Mark as Required
System automatically prevents overbooking
Result: Maximum 3 simultaneous grooming appointments (one per table).
Booking Settings
Should I enable self-service booking?
Yes, for most services. Enable self-service unless:
Service requires consultation first
You need to manually review each booking
Service is VIP/invite-only
Testing new service before public launch
Benefits of self-service:
Customers book 24/7
Reduces phone calls
Less admin work
Faster booking process
Should I use instant confirmation or manual approval?
Instant confirmation for 95% of services.
Manual approval only if:
Complex services requiring special preparation
Need to verify customer/pet suitability
High-demand slots you manually manage
VIP services
Downsides of manual approval:
More admin work
Slower customer experience
May lose bookings to competitors
Requires timely review
How do I hide a service temporarily?
Toggle Enable Self-Service Booking off in the Booking Settings tab:
Navigate to service -> Booking Settings tab
Find "Enable Self-Service Booking" toggle
Turn it OFF
Click "Publish Changes"
What this does:
Hides the service from your public booking page
Customers cannot see or book it online
Staff can still create bookings for this service manually
Quick to toggle back on when ready
Use cases:
Seasonal services (hide off-season, show in-season)
Services under revision or being tested
Staff training periods
Temporarily unavailable services
VIP or invite-only offerings
Note: There is no separate "active/inactive" or "deactivate" toggle. The self-service booking toggle is the only visibility control for services. See Internal-Only Services for more detail on managing services without online booking.
Eligibility & Restrictions
How do I restrict services by pet weight?
Navigate to service -> Eligibility & Restrictions tab
Set weight restrictions:
Minimum weight (e.g., 10kg)
Maximum weight (e.g., 15kg)
Or weight range (10-15kg)
Save changes
System behaviour:
At booking, system checks pet weight
Prevents booking if pet outside range
Shows eligible services only
Can I require vaccination certificates?
Yes:
Navigate to service -> Eligibility & Restrictions tab
Enable Require Vaccination Certificate
Select which vaccines required
Set expiration validation rules
System behaviour:
Customer must upload proof before booking
System validates vaccination status
Prevents booking without valid certificates
Best for:
Boarding (always require)
Daycare (always require)
Group classes (always require)
Grooming (recommended)
How do I offer breed-specific services?
Option 1: Eligibility Restrictions (Recommended)
Set breed restrictions on service (Eligibility & Restrictions tab)
Allow only specific breeds (Included Breeds) or block certain breeds (Excluded Breeds)
System enforces at booking
Note: Breeds must be selected individually by searching and adding one at a time. There is no bulk selection by coat type or breed group. Once you've set up restrictions on one service, use that as a reference list when configuring similar services.
Option 2: Service Naming
Create breed-specific services (e.g. "Poodle Grooming", "Double Coat Full Groom")
Combine with breed restrictions so only relevant breeds can book
Customer sees only services their pet is eligible for
Option 3: Weight/Size Restrictions
Restrict by weight as a proxy for breed size
Simpler than breed-specific rules
Works well when combined with separate size-based services (Small, Medium, Large)
Multi-Pet Pricing & Discounts
How do multi-pet discounts work?
Multi-pet discounts use rate-per-pet tiers. When customers book multiple pets for the same service, the system finds the matching tier and applies that per-pet rate to ALL pets:
System behaviour:
Customer adds 1st pet -> Base price (1-pet tier rate)
Customer adds 2nd pet -> 2-pet tier rate applied to ALL pets
Customer adds 3rd+ pet -> 3+ pet tier rate applied to ALL pets
Important: The rate you configure is the price per individual pet, not the total. Total = rate per pet x number of pets.
Example:
Service: Full Groom ($100 base price)Rate-per-pet tiers: 1 pet = $100, 2 pets = $85, 3+ pets = $751 pet: $100.00 per pet = $100.00 total2 pets: $85.00 per pet = $170.00 total (saved $30)3 pets: $75.00 per pet = $225.00 total (saved $75)
How do I set up multi-pet discounts?
Navigate to service -> Pricing & Duration tab
Find Multi-Pet Discount Pricing section
Click + Add Multi-Pet Rates
Enter the rate per pet for each tier:
1 Pet: Your base price (e.g. $100)
2 Pets: Reduced per-pet rate (e.g. $85)
3+ Pets: Further reduced per-pet rate (e.g. $75)
The system derives the discount percentage automatically for display
Save changes
The rate automatically applies at booking.
Should I offer multi-pet discounts for all services?
Best for:
Grooming (standard haircuts/baths)
Dog walking (multiple dogs together)
Training sessions
Daycare (same day attendance)
Not recommended for:
Boarding (separate kennels, full resources per pet)
Specialised one-on-one services
Medical/veterinary services
Services where each pet requires full individual attention
Do multi-pet discounts work with packages?
Yes, but the per-pet rate applies to the service price before package credits are used.
Example:
Service: $100.002-pet tier rate: $85.00 per petPackage credit applied: -$50.00Final charge: $35.00 per pet
Can I offer different rates per service?
Yes! Each service can have its own multi-pet rate tiers.
Example:
Full Groom: $100 / $85 / $75 per petBasic Bath: $60 / $54 / $48 per petNail Trim: $20 / $19 / $18 per pet
Stay Pricing (Boarding & Multi-Day Services)
This is the most commonly misunderstood pricing model. For complete documentation with examples, see the Pricing Guide.
How does stay pricing work?
Stay pricing bills per 24-hour period, not per calendar night.
When you book a stay from Monday 10am to Saturday 6pm, Petboost calculates:
Total hours: Monday 10am -> Saturday 6pm = 128 hours
Full 24-hour periods: 128 / 24 = 5 full periods
Remaining spillover hours: 128 - (5 x 24) = 8 hours
The system then applies your configured tier rates to these periods.
What are the two types of stay tiers?
1. Per-Day Period Rates (Green section)
Apply to complete 24-hour periods
Enable "stay longer, save more" discounts
Example: "2-7 days @ $73/day", "7-14 days @ $63/day"
2. Short-Stay & Spillover Rates (Blue section)
Apply to stays under 24 hours OR remaining hours after full periods
Example: "4-8 hours @ $55", "8-12 hours @ $65"
How does "stay longer, save more" work?
When a stay exceeds a tier's minimum duration, that tier's rate unlocks and applies to ALL full 24-hour periods.
Example:
Tier | Rate |
1-2 days | $117/day |
2-7 days | $73/day |
7-14 days | $63/day |
A 5-day stay unlocks the "2-7 days" tier at $73/day. The customer pays:
5 x $73 = $365 total (not $117 for the first 2 days + $73 for the rest)
What are spillover rates?
Spillover rates handle the hours remaining after full 24-hour periods.
Example: A stay of 6 days and 8 hours:
6 full days -> Per-Day tier rate (e.g., $73/day x 6 = $438)
8 remaining hours -> Spillover tier rate (e.g., "4-8h @ $55")
Total: $438 + $55 = $493
Without spillover rates, those 8 hours would be charged at the full daily rate ($73), which would be unfair to the customer.
How do I set up a flat rate per night (traditional boarding)?
If you prefer simple nightly billing without tier discounts:
Set your Base Price to your nightly rate
Don't add any per-day tiers (or add a single tier covering 1-365 days)
Optionally configure spillover rates for partial days
Every 24-hour period will be charged at the base rate.
Why isn't my stay priced per calendar night?
Calendar-based billing (counting nights) doesn't account for check-in/out times:
Booking | Calendar Nights | Actual Hours |
Check-in Mon 9am -> Check-out Wed 6pm | 2 nights | 57 hours |
Check-in Mon 6pm -> Check-out Wed 9am | 2 nights | 39 hours |
Same "2 nights" but different actual durations. 24-hour period billing is fairer.
What happens if there's a gap in my tier configuration?
If spillover hours fall between tier boundaries (e.g., you have 0-8h and 12-24h but not 8-12h), the hours in that gap use the per-day rate as a fallback.
Solution: Ensure your spillover tiers cover the full 0-24 hour range with no gaps.
Why am I seeing a "tier misconfiguration" warning?
This appears when a tier crosses the 24-hour boundary (e.g., min: 12h, max: 2d). Such tiers cause incorrect pricing calculations.
Fix: Click "Fix Automatically" to split the misconfigured tier into proper sub-24h and per-day tiers, or manually delete and recreate the tiers correctly.
Can early check-in or late check-out affect pricing?
Yes. Petboost calculates the exact duration between check-in and check-out times. Earlier check-in or later check-out naturally increases total hours, which may result in additional charges based on your tier configuration.
How do I explain stay pricing to customers?
Simple explanation for customers:
"We charge per 24-hour period. Longer stays unlock better daily rates. Any remaining hours are charged at our partial-day rate. For example, a 3-day stay at our standard rate would be $73 x 3 = $219."
For detailed customer-facing explanations, consider:
Adding a pricing table to your service description
Creating a "Boarding Rates" page on your website
Including rate cards in confirmation emails
AI Writing & Marketing Features
What is the AI Writing Assistant?
Petboost includes built-in AI to help generate professional service descriptions.
Available for:
Short descriptions (80-100 characters)
Full descriptions (200-300 characters)
How to use:
Fill in service name and category
Click "Get Help from AI" button next to description field
Review and edit generated text
Save when satisfied
Benefits:
Saves time writing descriptions
SEO-optimised language
Customer-focused phrasing
Consistent tone across services
Can I edit AI-generated descriptions?
Yes! The AI provides a starting point. You should:
Review and personalise the text
Add business-specific details
Adjust tone to match your brand
Make any necessary edits before saving
What are Value Feature Labels?
Badges displayed on services to highlight them to customers.
Common labels:
"Most Popular"
"Best Value"
"Premium"
"New"
"Limited Time"
Best practices:
Use sparingly (1-2 services per category)
Be honest (don't mark everything "Most Popular")
Update regularly
Match labels to actual customer demand
How do I add Key Features to a service?
Navigate to service -> Basic Info tab
Find Key Features section
Click + Add Feature
Enter feature description
Add up to 5 features total
Examples:
"Complete bath with premium shampoo"
"Professional blow dry and brush out"
"Nail trim and ear cleaning"
Can I add videos to services?
Yes! Add YouTube or Vimeo links:
Navigate to service -> Basic Info tab
Find Service Video URL
Paste video link
Video embeds automatically on service page
Best practices:
Keep videos under 2 minutes
Show actual services, not stock footage
Include captions for silent viewing
Initial Service Requirements
What is the "Require Initial Service" toggle?
Forces customers to complete an introductory "Initial" service before booking regular services.
Use case:
Your business requires first-time assessments before ongoing services.
Example:
Service A: Initial Grooming Consultation (Type: Initial)Service B: Regular Grooming (Type: Regular, Require Initial: ON)Result: New customers must book consultation before regular grooming
How do customers know they need an initial service?
When they try to book a regular service requiring initial completion:
System blocks the booking
Shows message: "Please complete [Initial Service Name] first"
Customer books initial service
After completion, regular service becomes available
Does this apply to all customers?
No - only new customers who haven't completed the initial service.
Behaviour:
New customers: Must complete initial service first
Existing customers: Can book regular services freely
Manual bookings: Staff can override if appropriate
Pro Automations
What are Pro Automations?
Automated workflows that reduce manual tasks throughout the appointment lifecycle.
Six automation types:
Instant Confirmation - Auto-confirm bookings immediately
Pre-Hold Funds - Capture payment authorisation at booking
Auto-Start - Start appointments automatically at scheduled time
Auto-Complete - Mark appointments complete at end time
Auto-Finalise - Lock invoice and prepare for payment
Auto-Pay - Charge customer automatically after finalisation
Should I enable all automations?
It depends on your service type and business needs.
Fully automated (all 6):
Services with fixed pricing
High-volume, standardised services
Recurring customers with payment methods on file
Low-risk services
Partial automation (1-4 only):
Variable pricing services (grooming)
Services requiring price adjustment
New businesses building confidence
Services needing manual review
Minimal automation (instant confirmation only):
Complex, customised services
High-touch, premium services
Services with frequent special requests
Can I change automations per service?
Yes! Each service has its own Pro Automations configuration.
Example:
Dog Walking: All 6 automations (standardised, fixed price)Full Groom: Auto-Start + Auto-Complete only (manual price adjustment needed)Boarding: Instant Confirmation + Pre-Hold Funds (protect against no-shows)
What if I need to override automation on one appointment?
You can manually override automation behaviour on individual appointments.
Example scenarios:
Customer requests special pricing
Service took longer than expected
Payment method issue
Manual review needed
Staff can always intervene at any stage.
Does Auto-Pay work without stored payment methods?
No - Auto-Pay requires customers to have a payment method on file.
Without stored payment:
Disable Auto-Pay
Send invoice manually
Customer pays via invoice link
Best practice:
Encourage customers to store payment methods
Offer incentive for saved cards
Use Pre-Hold Funds to capture authorisation
What happens if automation fails?
System logs the failure and notifies staff.
Common failures:
Auto-Pay: Payment method declined -> Invoice remains unpaid, staff notified
Auto-Start: Appointment already started manually -> No action taken
Auto-Complete: Appointment cancelled -> Automation skipped
Fallback:
Staff can manually complete any step
No data loss or corruption
Audit trail maintained
Duration & Timing Features
What is Duration Display Label?
Overrides how duration appears to customers.
Default display:
"2h"
"1h 30m"
"Full Day"
Custom display:
"Approximately 2 hours"
"2-3 hours depending on coat condition"
"Half day (4-5 hours)"
When to use:
Variable duration services
Set customer expectations
More friendly/descriptive language
How to set:
Navigate to service -> Pricing & Duration tab
Find Duration Display Label
Enter custom text (leave blank for default)
Can I hide the duration from customers entirely?
Yes! Duration is automatically hidden when you use custom time window labels.
This is useful when:
Duration varies significantly based on pet size or coat condition
You want to show friendly time windows like "Morning Drop-off" instead of exact times
Service length is flexible and determined at the appointment
How to hide duration:
Navigate to service -> Pricing & Duration tab
Set a Start Window Label (e.g., "Morning Drop-off", "8am-10am")
Optionally set an End Window Label (e.g., "Afternoon Pickup", "3pm-5pm")
Save changes
What customers see:
Your custom window labels instead of exact times
Duration badge is hidden automatically
Price and other service details remain visible
Example:
Instead of showing "9:00 AM - 11:00 AM (2 hours)", customers see:
Drop-off: Morning Drop-off
Pickup: Afternoon Pickup
Staff view: Exact scheduled times and duration remain visible internally for scheduling purposes.
What are Fixed Start Times?
Services that can only start at specific times.
Example:
Group class starts at 9:00 AM, 2:00 PM, 6:00 PM only (not 9:15, 9:30, etc.)
Best for:
Group classes or courses
Scheduled tours or events
Services requiring multiple customers simultaneously
How do I set up fixed grooming session blocks (e.g., 8-10am, 1-3pm)?
Use Fixed Start Times to create structured session blocks:
Navigate to Services -> Edit Service -> Pricing & Duration
Set Fixed Start Time to your session start (e.g., 08:00)
Set Duration to your session length (e.g., 2 hours)
Enable Self-Service Booking so customers only see these times
For multiple sessions per day, create separate services:
Morning Groom Session - Fixed Start: 08:00 - Duration: 2hMidday Groom Session - Fixed Start: 10:30 - Duration: 2hAfternoon Groom Session - Fixed Start: 13:00 - Duration: 2h
Benefits:
Structured day with no gaps
Customers choose sessions, not exact times
Better capacity planning
Mobile Services
How are travel limits and suburb restrictions managed for mobile services?
Suburb-based restrictions (not km radius):
Edit Service -> Eligibility & Restrictions tab
Enable "Mobile Service" toggle
Add suburbs you service using the suburb selector
Only customers within those suburbs can book
Important: Petboost uses suburb boundaries, not "km as the crow flies" distance. This is more practical because:
Suburbs have clear, recognisable boundaries
Customers know their suburb
No confusion about "close enough" distances
For custom travel fees:
Currently, travel fees aren't automatically calculated based on distance. Options:
Create suburb-specific services with travel fees built into price
Add travel fee as a line item on the invoice after booking
Set different prices for near vs. far suburbs
Example:
Mobile Groom - Inner Suburbs - $180 (includes travel)Mobile Groom - Outer Suburbs - $220 (includes travel)
Payment & Stripe Integration
Can I use my bank-supplied EFTPOS terminal instead of Stripe?
No, Petboost integrates exclusively with Stripe for card payments. However, you have zero-fee alternatives:
Zero-fee payment options:
Cash - Accept cash and record manually
Bank Transfer - Send invoice with BSB/Account details, mark as paid when received
Why Stripe is worth it:
What you lose without Stripe:
Auto-charge after service (manual collection required)
Perfect accounting data (manual reconciliation)
Xero/QuickBooks connection via bank feeds (manual entry)
Pre-hold funds for no-show protection
20+ hours/month saved on bookkeeping
Most businesses find Stripe's automation saves $2,000+ per month in bookkeeping time, far exceeding the Stripe processing fee (1.7% + $0.30) and booking fee (1.4% on Pro and Flex, 1.2% on Max). You can also pass fees to customers as transparent line items.
See also: Payment Settings
How do payment processing fees work?
Two separate fees give you full control:
Fee Type | Rate | What It Covers |
Stripe processing | 1.7% + $0.30 per transaction | Card processing, fraud protection |
Booking fee | 1.4% per transaction (Pro & Flex) / 1.2% (Max) | Software, automation, support |
You choose who pays each fee:
Pass both to customer: $103.45 on $100 service (you receive $100)
Pass Stripe only: $102.05 on $100 service (you receive $98.60)
Pass booking fee only: $101.40 on $100 service (you receive $98.25)
Absorb all fees: $100 to customer (you receive $96.55)
Configure in Settings -> Payments -> Fee Configuration.
What payment methods does Petboost support?
Integrated payment methods:
Card on File (recommended) - Customer saves card, auto-charged after service
SMS Payment Link - Send secure Stripe link via SMS ($0.30 SMS fee)
In-Person Card Reader - Stripe Terminal (WisePOS E, ~$400 one-time purchase)
Cash - Record manually (no processing fees)
Bank Transfer - Invoice with your BSB/Account (no processing fees, manual verification)
Not supported: PayPal, Afterpay, EFTPOS machines from other providers
Cancellation Policies & Fees
How do I set up cancellation fees for services?
Cancellation fees are configured per service:
Navigate to Services -> Edit Service -> Booking Settings
Set Cancellation Notice Period (e.g., 24 hours, 48 hours)
Set Cancellation Fee Percentage (e.g., 50%, 100%)
Save changes
How it works:
Customer cancels BEFORE notice period: No fee
Customer cancels AFTER notice period: Fee automatically applied
No-show: Full cancellation fee applied
Industry standard: 50% fee with 24-hour notice period
What happens if a cancellation fee charge fails?
Common reasons for failed cancellation fees:
No card on file
Card declined or expired
Insufficient funds
Technical processing error
How to identify failed cancellation fees:
Mission Control - Shows cancelled appointments with pending/failed fees in attention items
Appointment Details - Alert banner appears for cancelled appointments with failed/pending fees
Invoice Section - Cancellation fee status displayed with failure reason
To retry a failed cancellation fee:
Open the cancelled appointment
Look for "Cancellation Fee Issue" alert banner
Click "Retry Charge Cancellation Fee"
System attempts to charge card on file again
Tip: Require card on file at booking to prevent this issue. Configure in Settings -> Booking Configuration.
Can I waive a cancellation fee for a specific customer?
Yes, staff can waive fees on a case-by-case basis:
Open the cancelled appointment
Navigate to the invoice section
Edit the cancellation fee amount to $0
Add a note explaining why (e.g., "Medical emergency - waived per manager approval")
Best practice: Create a written policy for when staff can waive fees to ensure consistency.
Are late cancellations and no-shows charged the same fee?
Yes, both use the same cancellation fee percentage.
Petboost applies a single Cancellation Fee Percentage for both:
Late cancellations (within notice period)
No-shows
How it works:
Navigate to service -> Booking Settings tab
Set Cancellation Notice Period (e.g., 24 hours)
Set Cancellation Fee Percentage (e.g., 50% or 100%)
This percentage applies to both late cancellations AND no-shows
Industry standard recommendations:
50% fee: Balanced approach - customers pay something but not full price
100% fee: Stronger deterrent - full charge for late cancels and no-shows
Tip: If you want to charge 100% for no-shows but less for late cancellations, set the percentage to 100% and manually adjust the invoice for late cancellations where you want to be lenient.
Troubleshooting
Service appears but customers can't book it
Check:
Self-service booking is enabled (Booking Settings tab)
Team members assigned (if required)
Resources assigned (if required)
Minimum advance notice allows booking
Pet meets eligibility restrictions
Team/resources have available capacity
Customers booking wrong service for their pet
Prevention:
Use clear, descriptive service names
Set weight/age restrictions
Add detailed service descriptions
Use service images showing target pets
Create breed/size-specific services
If it happens:
Contact customer to reschedule
Cancel and rebook correct service
Adjust pricing if needed
Too many appointments being booked at once
Solutions:
Limit concurrent bookings through capacity settings
Require resources with limited capacity
Reduce team member capacity limits
Add buffer time to space out appointments
Increase service duration
Service duration is inaccurate
If services run long:
Increase service duration
Add more buffer time
Identify bottlenecks
Train team on efficiency
If services finish early:
Reduce duration slightly
Keep buffer time for flexibility
Use extra time for quality or upsells
Related Topics
For more information, see:
Getting Started with Services - Service creation and basics
Pricing Guide - Complete pricing reference including stay pricing
Add-Ons Guide - Upselling and revenue enhancement with add-ons
Service Configuration - Pricing and duration details
Service Types Guide - Detailed guide to all six service types
Team & Resource Assignment - Assignment strategies
Booking Settings - Customer booking controls
Internal-Only Services - Managing services without online booking
Booking Links & Deep Linking - Service-specific booking links
Stay Appointments - Managing boarding bookings
