Answers to frequently asked questions about appointments, booking, payments and scheduling in Petboost.
General appointments
Why can't I see my course or group class in the booking form?
The staff New Appointment form does not list courses. Puppy school, scentwork, obedience and other group programmes are enrolled on Courses.
Open Courses.
Select New, then Enrol pet(s). Or select List, then Manage on the course, then Enrol Pet.
If you have not published the run yet, select New, then Publish New Course first.
Do not create a Regular service so the class appears in the Services picker. A vaccination requirement or a Who Can Book rule can block a specific pet at enrolment. They are not why the course is missing from this form.
On the public booking form, pet owners tap Courses, not Services. See Courses versus services.
Do customers need a Petboost account to book online?
No. By default a new customer does not create an account before they see your times. The booking form gets them to your times first:
They enter their mobile number and confirm it with the code sent to it.
They add their pet's details, such as its name and breed, and their suburb when a service is limited to certain areas.
They choose the services and see your available times.
After they pick a time, they give their name and email on Account Details.
On Review & Terms they add what your business asks for, such as vaccination certificates, a payment card or more pet details, and agree to your terms.
With Require an account before showing services on, under Online booking on Booking Settings, the order changes. After their mobile and pet, the customer gives their name and email and signs up or signs in before they see any service. Once signed in, they add a required vaccination record when they continue from Pets & Services, before they see your times.
That order has a cost. Visitors who are not signed in cannot browse your services or prices, and your business is left out of Book Online on Google. See Get a new customer's details before your times.
A returning customer's mobile number loads their profile, their pets are filled in, and they only see the services that apply to them, so an initial service they have already completed is not offered again.
What's the difference between Magic Availability Check and Quick Force Create?
Magic Availability Check is the switch at the top of the booking form. With it on, Petboost finds the free times for you. Quick Force Create is the button under the calendar of times that switches the form to setting the time yourself.
Open Appointments, select New, then Appointment.
Leave Magic Availability Check on to see only the times Petboost can book, or switch it off to set the times yourself.
Optional: with it on and the pet and service chosen, select Quick Force Create under the calendar of times.
Magic Availability Check on | Off, or Quick Force Create | |
How the time is set | Petboost checks team member, resource and service availability and offers only free times | You set the start and end time on each service |
A clash | Not offered | A warning such as Fully booked at this time, and the booking still goes through |
Suits | Most bookings, and avoiding double bookings | Emergencies, walk-ins, and staff who already know the availability |
Use Magic Availability Check for most bookings, and set the time yourself only when you need to.
Why is Magic Availability Check on sometimes and off other times?
It depends on how you open the booking form:
New, then Appointment opens the way you last switched Magic Availability Check in that browser. It is on until you first switch it off
A click or drag on an empty calendar slot opens with it off, because the slot already sets the time, team member or resource
Editing an existing appointment, or rebooking a cancelled one, opens with it off
Quick Force Create and Set exact time manually switch it off for that booking only, so the next new appointment opens the way you last switched the toggle itself. To change what New opens with, switch Magic Availability Check at the top of the form. Another browser or computer keeps its own setting.
Why are no times offered when I add a visit for earlier today or a past date?
Magic Availability Check never offers a time earlier than now. A same-day booking whose time has passed, or a visit you are adding after it happened, shows no times.
Open Appointments, select New, then Appointment.
Pick the date under Appointment Date and choose the pet and the service.
Select Quick Force Create under the calendar of times, or switch Magic Availability Check off.
Set the Start Time and End Time on each service, then select Create Appointment.
Petboost asks you to confirm before it books a date in the past.
Can I book multiple pets in one appointment?
Yes. Pets from the same family share one calendar card, one itemised invoice and one payment. Each pet can have its own services, times, team member and resources, and a multi-pet discount applies by itself when you have set one.
Open Appointments, select New, then Appointment.
Choose the first pet and its services.
Select Add Sibling to add another of the owner's pets, or Create & Add Pet for a pet that is not in Petboost yet.
Choose each pet's services, times, team member and resources.
Select Create Appointment.
Petboost prices each pet separately on the one invoice. One pet can have a full groom and another a bath, with different lengths, team members, start and end times, and resources.
Can customers book multiple pets for different services in one booking?
Yes. A customer can book several pets, each with its own services, in one online booking, such as one dog for grooming and another for daycare. How close together the pets are scheduled follows Multi-Pet Scheduling on Booking Engine: Best Fit, All Pets Together or Clustered Start.
What happens when I try to book a pet that's already on the schedule?
When the customer already has a booking on the same date, Petboost opens Merge with an existing booking? before it saves. It shows the existing visit and offers what will work:
Add to visit adds the new pet or service to the existing visit, so there is one visit, one invoice and separate timing for each pet
Book separately creates its own appointment, or Book during stay when the existing booking is a stay
View & Manage opens the existing visit
Return to form takes you back to change the pets, service or time
A second appointment for the same pet and the same service on the same day is not allowed, so Petboost offers only Add to visit for it. This helps with families with several dogs, with a customer who forgot they had already booked one pet, and with adding a sibling's service to an existing visit.
How do I add a pet to an existing appointment?
When Petboost finds the existing visit for you, select Add to visit in Merge with an existing booking?. To add a pet to a booking you already have open:
Open Appointments and select the appointment.
Select Manage, then Attach Additional Existing Pet, or Create & Attach New Pet for a pet that is not in Petboost yet.
In the booking form, select Add Sibling and choose the pet.
Choose the pet's services and time. With Magic Availability Check on, Petboost checks availability. With it off, set the times yourself.
Select Update This Appointment.
What's the difference between Magic Availability Check and Quick Force Create when adding pets?
With Magic Availability Check on, Petboost checks team member availability and resource capacity, and fits the pets together as Multi-Pet Scheduling allows. With it off, or after Quick Force Create, you enter the exact times yourself: it is quicker for staff who know the day, and Petboost warns you about a clash but still books it.
Set the times yourself when you know the team's availability, for a special arrangement with the customer, or to add a last-minute pet to an existing booking.
How do I send all future appointments to a client?
Three ways, depending on what the customer needs.
Automatic reminders. Petboost can email and text the customer before each appointment.
Open Notifications.
Under Pre-Appointment Reminders, switch on Email the customer: reminders, Text the customer: reminders, or both.
Set the Reminder Time, then select Publish Changes.
A second reminder is under Advanced options. See Notifications.
A printed or shared list. On the pet's profile on Customers & Pets, select Print Upcoming Appointments for a PDF of their upcoming bookings to print or send. The same action is in an appointment's Manage menu.
The pet owner app. Customers see all their upcoming appointments in their own app at any time.
Automatic reminders keep customers up to date, and the app gives them the full list.
A client made a booking for a date and time that is already taken. What do I do?
It depends on whether the booking arrived as Pending or was confirmed straight away.
If it is Pending, because Instant confirmation is off:
Open Appointments and select the Pending appointment.
Check the calendar for the clash.
Select Decline and suggest other times, or select Manage, then Edit to move it or give it another team member or resource before you Accept it.
If it was confirmed straight away, Magic Availability Check should have stopped the clash. Check whether one of the bookings was set by hand, with Quick Force Create or with the check off. Open both appointments, decide which to move, and contact the customer to arrange a new time.
To prevent it:
Keep Magic Availability Check on for future bookings, and set the time yourself only for walk-ins, emergencies and visits earlier than now
Turn off Instant confirmation on the service's Booking Settings tab where capacity is tight, so bookings arrive as Pending
Keep team member and resource working hours up to date
Use the Availability Troubleshooter to see why the clash was not caught
What does each appointment status mean?
Status | Meaning | Colour |
Pending | New booking waiting for you to accept it | Blue |
Confirmed | Accepted and scheduled | Green |
Declined | You turned the booking down | Red |
In Progress | Checked in, the visit is under way | Pink |
Completed | The visit is over and the invoice is not final | Indigo |
Ready to Pay | Invoice finalised, waiting for payment | Indigo |
Paid | Payment received | Green |
Payment Declined | The payment attempt failed | Red |
Cancelled | Called off by the customer or your business | Red |
Refund Granted | The full amount was refunded | Slate |
Partially Refunded | Part of the amount was refunded | Amber |
Invoice Amount Void | The invoice was written off before payment | Slate |
The usual order is Pending, Confirmed, In Progress, Completed, Ready to Pay, then Paid. Blocked time is not an appointment status: it is a calendar block that shows in slate. With Automatic Actions on, most of these moves happen by themselves. See the Appointment Statuses Guide.
I dragged an appointment to Ready to Pay by mistake. How do I undo it?
Open Appointments and select the appointment.
Select Manage, then Undo check out. On Mission Control, Undo Check Out is on the card's menu.
The appointment goes back to the status it had before check out: In Progress, Ready to Review (Completed), Confirmed or Payment Declined. Check out is available from all four, which is why the destination varies.
Petboost blocks the undo when the service has the automation on that would move the appointment forward again: auto-complete when it was In Progress, auto-finalise when it was Completed, auto-start when it was Confirmed. On the appointment page Undo check out is not offered while that automation is on. The status chip still lists the earlier status, and selecting it is refused with the automation named, the same message the calendar and Mission Control cards show. Turn that automation off in the service's settings first.
If the booking never went through a check out, there is nothing to undo and Undo Check Out does not appear anywhere. That covers a payment recorded without a check out and then un-marked, and older bookings where Petboost has no record of the check out. Un-marking a payment on a booking that was checked out leaves the check out in place, so the undo still works.
The Mission Control board only moves forward, so you cannot drag the card back. Undo Check In is a different action: it only works while the appointment is still In Progress, and takes it back to Confirmed.
Can I split one invoice across two cards, or cash plus card?
Yes. On the invoice, select Split this payment, enter the Amount to pay now and take it with one method, then take the rest with another. The appointment is Paid once the parts cover the balance. See Split a payment across methods.
Can pet owners book more than one day at a time?
Yes, for regular appointments, not stays, courses or a reschedule. After they pick the first time in the pet owner booking form, they tap Book more dates and can add up to 9 extra dates, 10 appointments in one checkout. Each date is a separate appointment, charged separately. They must be signed in.
Each extra date can be a different service from the first. On Confirm your extra dates, the owner opens a date and selects Different service on this day, and Petboost checks that day again for the service they chose. Extras are then chosen date by date at review.
Staff use Bulk Create on the business booking form for many dates at once. That is a staff-only path, so do not send owners to Bulk Create.
What's the difference between cancelling and deleting an appointment?
Cancel, archive and delete have very different outcomes.
Action | Keeps the data | Tells the customer | Can be undone | When to use |
Cancel | Yes, the full history | When you choose Send notification | Yes, Recreate books it again | The customer cancels, or the service cannot be delivered |
Archive | Yes, hidden from views | No | Only by the Petboost team | Tidying bookings that did not go ahead |
Permanently Delete | No | No | No | A request to delete data, test data, duplicates |
Cancelling sets the status to Cancelled and keeps the record: you can charge a cancellation fee, and later use Recreate to book it again with the details filled in. Archiving hides the appointment and keeps its data. Deleting removes it for good. Only a Pending, Confirmed, Declined, Cancelled or Invoice Amount Void appointment can be archived or deleted, so a paid appointment can be neither. Delete only for data clean-up, never instead of cancelling. For a customer who did not turn up, use Mark as no show.
How do I mark an appointment as complete without charging?
For a complimentary service, a service issue or a goodwill gesture, void the invoice once it is finalised.
Open Appointments and select the appointment.
Select Check out, so the appointment is Ready to Pay.
Select Manage on the Invoice, then Void Invoice, and confirm with Void Invoice.
Every line is set to $0.00, the appointment reads Invoice Amount Void, and no money moves. Void Invoice is offered only while the appointment is Ready to Pay or Payment Declined.
To keep a formal invoice that shows the service at no cost instead, set a 100% Discount or a $0 price on each line before you take payment, for your accounting records.
Trap: With Auto-pay invoices on, void the invoice before Petboost charges it. Auto-pay charges the card on file at the next 15-minute check after the invoice is finalised.
How do I cancel an appointment?
Open Appointments and select the appointment.
Select Manage, then Cancel.
If Charge customer a cancellation fee? appears, choose Charge Cancellation Fee or Waive Cancellation Fee.
If What happens to the customer's package credits? appears, choose Retain package credits or Forfeit package credits.
Under Notify customer?, choose Send notification or Cancel silently. With Send notification, you can write a message for the customer.
Select Cancel Appointment.
The status becomes Cancelled. There is no list of reasons to pick from: the message you write goes to the customer. The fee and credit questions appear only once the booking is past its notice period. A deposit is refunded in full unless you charge the fee, which keeps the fee's percentage of it. The Activity Log records the cancellation, the fee outcome, who made it and when.
To book it again, select Recreate on the cancelled appointment. See Un-cancel & Appointment Recovery.
Can customers book appointments themselves?
Yes. Customers book on your booking page, from a link you share, or in the pet owner app, which they can add to their phone's home screen.
You decide:
Which services can be booked online: Online booking under Self-Service Booking on each service's Booking Settings tab. A service with it off is for staff only and never shows to customers
Instant or manual approval: Instant confirmation confirms bookings straight away, and with it off they arrive as Pending
Booking notice: how close to the start customers can book, with Booking Notice Period
Which pets can book: weight, age, breed, vaccination and a required first service, on the service's Who Can Book tab
For the most control, turn off Instant confirmation on sensitive services so every booking arrives as Pending for your review.
What the customer sees when they book:
A returning customer picks you under Your businesses. A customer who is not signed in fills in About your pet first, so the form shows live times and only the services that pet can book
Before they confirm, the summary lists what is paid now and, with Pay on Arrival on, Due at check-in (Pay on Arrival). With Pre-hold funds on, the timeline shows Hold on your card with the amount and the date the hold is placed
On their booking in the pet owner app, the price breakdown shows Deposit paid with the amount and the date, Balance due while there is something left to pay, Balance paid once you settle the rest after a deposit, and Pay on Arrival, taken at check-in with the amount when it applies
If a service on the booking requires a vaccination the pet has no valid certificate for, their booking shows Vaccination needed with what is missing
When they buy a package from their booking or their pet's page, Petboost warns them if their pets can use only some of its services, and they select Yes, proceed to buy it anyway. After the purchase, Book a visit opens the booking form so they can use the credits
What happens if I accidentally double-book?
Magic Availability Check checks team member, resource and service availability before it offers a time, so bookings made with it do not clash. Petboost warns you about a clash when you set the time yourself.
If a double booking happens:
Open Appointments and find the overlapping cards.
Open both appointments to review them.
Move one to another time with Manage, then Edit, or give it another team member or another resource, such as a different room, table or van.
Contact the affected customer if the time changes.
Common causes are a time set by hand, with the check off or Quick Force Create, a booking dragged on the calendar, which does not check availability, and a clash warning that was booked over. Use Magic Availability Check for most bookings, and set the time yourself only for emergencies and walk-ins where you can see the availability on the calendar.
Calendar & views
I want a CSV of my appointments
Export the appointment rows from Appointments Deep Dive, not from the calendar.
Open Reporting & Intelligence and choose Appointments.
Scroll to Appointments Deep Dive and select Deep Dive.
Select Run Appointments Analysis.
Check the Start date and End date, then select Crunch the Numbers.
On the View raw appointment data row, select Export CSV.
The file follows the filters you set on that table. See Export appointments as CSV.
How do I find an old appointment?
Open Appointments.
Type the customer's name, the pet's name or the service in Search calendar.
Pick the date in the date field, or switch to Month view to see a longer range.
For a customer's whole history, open their pet on Customers & Pets, open the Appointments tab and select All. For appointments across a date range, use Appointments Deep Dive on Reporting & Intelligence. Petboost has no booking confirmation number to search by.
What do the different appointment colours mean?
Appointment cards take their colour from Colour Mode.
Open Appointments and open the view button.
Under Colour Mode, choose Appointment Status, Service Category, Service, Team Member or Resource.
Optional: select View Colour Key to see what each colour means.
If you colour by Team Member or Resource, set Calendar Colour on that team member's or resource's summary card. If no colour is set, the card uses slate.
By status, the colours are:
Blue: Pending
Green: Confirmed. Paid appointments show as solid dark green cards
Pink: In Progress
Indigo: Ready to Review (Completed) and Ready to Pay
Red: Declined, Cancelled and Payment Declined
Amber: Partially Refunded
Grey: Refund Granted, Invoice Amount Void and blocked time
Cards also show a recurring icon when they are part of a recurring series, and a warning badge when they need attention.
How do I block out time for breaks or meetings?
Open Appointments, select New, then Blocked Time.
Under Block Time For:, choose Team Member or Resource/Location, then choose one or more in Select Team Members or Select Resources/Locations.
Set the Start Date, End Date, Start Time and End Time.
Optional: enter a label, such as Lunch, Team meeting or Maintenance, in Label (Optional).
Select Create Blocked Time.
A blocked time is unavailable in the booking engine, so customers cannot book it online and Magic Availability Check skips it. It shows as a grey card on the calendar, and affects only the team members or resources you chose: everyone else stays bookable. To block team members and resources in the same pass, choose Bulk Blocked Time instead.
For a repeating block, such as a daily lunch break, switch on Repeat this blocked time, for a block of up to 7 days. Or leave the break out of the team member's working hours on their Working Hours tab.
To free the time again, select the blocked time's grey card on Appointments, then select Delete Blocked Time. You can also remove it from the team member's or resource's own page.
What happens when I drag-and-drop an appointment on the calendar?
The appointment moves to the date and time where you drop it.
If the calendar is grouped by Team Members, dragging to another column assigns that team member too
While Silent Drag, under When you drag in the view button, is on, Petboost does not text or email the customer about the move. It is on by default. Switch it off to notify customers when you drag
The Activity Log records the reschedule, with who made the change and the old and new times
Dragging does not check availability and does not warn you about a clash. If the move breaks an attendance limit, Attendance limit reached asks you to confirm with Override and move
A Ready to Review, Ready to Pay or Paid appointment cannot be dragged, and shows Cannot move appointment
A multi-pet appointment moves all its pets together
A visit in a recurring series opens Update Recurring Appointment: choose This Appointment Only or This and All Future
Drag Lock is on by default, so a card cannot be moved by accident, especially on a busy calendar or a touch screen. Switch it at the top of the calendar, or under When you drag in the view button. While it is on, you can still open appointments and create new ones, but you cannot drag an appointment to move it or change its length. Keep Drag Lock on during busy periods, and switch it off only when you mean to reschedule by dragging.
How do I see appointments by team member?
Group By gives each team member a column of their own.
Open Appointments.
Open the view button and choose Day, Week, or Timeline with Day or Week.
Open Group By and choose Team Members.
Optional: choose which team members to show, and clear the rest.
This shows who has gaps, balances the work across the team and helps plan the day's capacity, such as for a groomer and an assistant whose bathing, drying, clipping and styling are split between them. You can also group by Resources, such as rooms, kennels or vans, Services or Categories. Timeline with Day or Week gives the clearest side-by-side columns, like a schedule board on the wall.
Can I print today's schedule?
Yes.
The calendar: open Appointments on the day, and use your browser's print,
Ctrl+PorCmd+P. The calendar prints as it is displayed. Day view, or Timeline with Day, gives a clean single day. Group by Team Members for a column per person, clear filters so every appointment is visible, and print a week in landscapeMission Control: on Mission Control, open the Day or Week menu next to the date, then select Run Sheet PDF under Download. Admins also see CSV of This Day or CSV of This Week. Under This run sheet, the lists are only the resources, team members, services and categories with a booking on the sheet
The calendar: on Appointments, open the view menu (the button showing Day, Week, Month or Timeline) and select Run Sheet PDF under Download. On a phone, tap the view button in the bottom bar. The same lists apply to the bookings in view
One appointment: on the appointment, select Manage and choose a print action, such as Print Grooming Card, Print Kennel Card or Print Upcoming Appointments
Why does the calendar show times I've blocked out?
Blocked times show on your calendar by design, as grey cards, so your team sees when a break, a meeting or maintenance is scheduled. Customers do not see them when they book online: the booking engine does not offer those times.
If a customer could book during a blocked time, check these causes:
The block covers one team member only. If you blocked Sarah but not Mike, Mike's times are still bookable
The block covers one resource only, with the same logic for rooms, kennels or vans
The booking was made before the block was created. Blocks do not move existing bookings
A staff member set the time by hand, with Magic Availability Check off or Quick Force Create, which skips every availability check, blocked time included
To see what customers see, use Simulation Mode to book as a specific customer.
How do I customise my calendar view?
Open Appointments and open the view button.
Choose the view: Day, Week, Month or Timeline.
Open Group By and choose None, Team Members, Resources, Services or Categories, and which ones to show.
Select a status tab, such as Confirmed or Ready to Pay, or Show All.
Type in Search calendar to show only matching appointments.
Reset, then Reset All, returns everything to the defaults. See Calendar Views & Navigation.
How do I add an appointment to Google Calendar?
Petboost copies the visit into Google Calendar. It is one-way, from Petboost to Google: changes in Google Calendar do not update Petboost.
Open Appointments and select the appointment.
Select Manage, then Add to Calendar under Calendar.
On Add to Google Calendar, select Add to Calendar.
Payment & invoicing
How do I process a payment?
Open Appointments and select the appointment.
Under Payment Method on the invoice, choose the saved card, Card Reader, Secure Payment Link, Bank Transfer, Cash or Other EFTPOS.
Select the amount and the button for that method, such as Charge Card on File.
Confirm the payment.
The status changes to Paid, and Petboost emails the customer a receipt if Email the customer: booking updates is on. The card on file can be charged once the appointment has started, or while it is Ready to Review, Ready to Pay or Payment Declined. See Take a payment.
What if a payment fails?
A card usually fails for low funds, an expired card, a wrong security code or postcode, or the bank declining it.
Open Appointments and select the appointment.
Select Manage on the Invoice, then Retry Charging Card.
If it fails again, retry after 24 hours, ask the customer for another card, or take the payment on your card reader with Take in-person payment.
After two failures, ask the customer for another card. Do not retry more than three times, as the bank may lock the card.
What if a cancellation fee charge fails?
A cancellation fee can fail to charge when there is no card on file, the card is declined or expired, the funds are low, or there is a processing error.
Failed and pending fees show on Mission Control among the items needing attention, as a banner on the cancelled appointment, and on the invoice with the reason.
Open Appointments and select the cancelled appointment.
Select Collect fee.
Choose Card on file to retry the saved card, Payment link to text a Stripe link they pay on their phone, Cash, Bank transfer or Other EFTPOS, and mark it paid when the money arrives.
You do not need to waive the fee and raise a new invoice, and you do not need to wait for them to add a card first. The fee's status updates by itself: Charged, Failed or Pending.
How do I give a cancellation fee back?
Open Appointments and select the cancelled appointment.
On the Appointment tab, scroll to How Much and select Refund Cancellation Fee.
Confirm with Yes, Refund Fee, or leave it with Keep Fee.
The full fee returns to the card it came off. It then drops out of your sales figures, and the Activity Log records that it was charged and refunded.
Refund Cancellation Fee appears only when the appointment is cancelled, the fee status is Charged, and the fee was taken by card. A fee you marked paid by cash, bank transfer or your own EFTPOS terminal is settled your own way, so the option is not offered. The fee sits on its own payment, separate from the booking, and only the fee is returned.
How does the payment system work step-by-step?
Stage | When | What happens |
Card saved | When the customer registers or books | The customer adds a card in their app or while booking |
Pre-authorisation | 72 hours before, with Pre-hold funds on | Petboost holds the amount on the card to check it works |
Visit starts | The scheduled time | Check in, or Auto-start appointments |
Visit ends | The end of the appointment | Check out, or Auto-complete appointments |
Invoice finalised | After the visit | The appointment moves to Ready to Pay |
Card charged | After finalising | Charge, or Auto-pay invoices |
Payout | On your payout schedule | Stripe pays the money into your bank account |
The pre-authorisation hold does not charge the card. It reserves the money, releases if the appointment is cancelled, and protects you against no-shows. Pre-hold funds is on Pricing & Payments.
The customer is charged after the visit, once the invoice is finalised. With Auto-pay invoices on, that happens by itself. A payout on its way usually takes 1 to 2 business days to reach your bank, and Stripe Payouts shows the expected arrival date.
How do I record an in-person payment so the saved card isn't charged?
For cash:
Open Appointments and select the appointment.
Under Payment Method, choose Cash.
Select the amount and Paid by Cash.
For a bank transfer:
Open Appointments and select the appointment.
Under Payment Method, choose Bank Transfer.
Select the amount and Request bank transfer. The customer is emailed your bank details, and the appointment waits for payment.
When the money arrives, select the amount and Mark paid by bank transfer.
For your own terminal, choose Other EFTPOS, then the amount and Mark as Paid. Once the appointment is Paid by one of these methods, the card on file is not charged.
How do I issue a refund?
Open Appointments and select the paid appointment.
Select Manage on the Invoice, then Issue Refund.
Under Refund Type, choose Full Refund or Partial Refund, and for a partial refund enter the Amount.
Under Reason, choose the reason.
Answer Notify customer?, or choose Refund silently.
Select Process Refund.
A card refund leaves Petboost straight away. How long it takes to reach the customer's account depends on their bank. See Refund a payment.
How do I resend payment information to a customer?
It depends on how they are paying.
For a bank transfer:
Open Appointments and select the appointment.
On the invoice, select Resend bank transfer request. The customer receives an email with your bank details.
For a payment link by text:
Open Appointments and select the appointment.
On the Awaiting banner, select Resend SMS, or on the invoice select Resend Payment Link by SMS. The customer receives a text with the payment link.
Send a payment link when the customer is ready to pay. The customer does not log in to Petboost. The link opens a Stripe checkout for the amount at that moment, the same way a charge sent to a card machine is set when you send it. Changing the price afterwards does not change a checkout already sent, so Resend SMS sends that same checkout again.
For a copy of the invoice or receipt, select Manage on the Invoice, then Preview Receipt, Download Receipt or Download Bank Transfer PDF, and print or email the PDF yourself. Resend when the customer did not receive the first request, to follow up an unpaid invoice, or when they ask for a copy for their records.
Payment links do not expire.
Note: When Petboost texts a new payment link, that text uses one SMS credit. Email and Copy Link do not. The text does not add a dollar amount to the booking fee. Resending the same link uses another SMS credit. Email bank transfer requests are free.
Why does the customer see "checkout" but we call it "check out"?
Both refer to the end of the visit. Check out is your team's action on the appointment: the pet goes home and the invoice is finalised. "Checkout" can appear to customers when they pay online.
For boarding and daycare, Check in is when the pet arrives and Check out is when it goes home. Both are marked on the appointment, whichever spelling is shown.
Can I edit an invoice after it's finalised?
Yes, until it is paid. You can change the lines in every status except Paid, Cancelled and Refund Granted, with no need to un-finalise.
Open Appointments and select the appointment.
On the Invoice, change the quantity, the price or the Discount.
Under Notify customer?, choose Send notification or Update silently.
Select Save Changes.
A paid invoice cannot be changed: refund it, or for cash, bank transfer or Other EFTPOS, use Un-mark as Paid & Re-process first.
What are Automatic Actions?
Automatic actions move a booking along without anyone pressing a button.
Setting | Where | What it does |
Instant confirmation | Booking Settings | Confirms bookings without manual approval |
Pre-hold funds | Pricing & Payments | Holds the card on file 72 hours before the appointment |
Auto-start appointments | Automatic Actions | Starts the appointment at its scheduled time |
Auto-complete appointments | Automatic Actions | Completes it when its duration ends |
Auto-finalise appointments | Automatic Actions | Finalises the invoice 30 minutes after the scheduled end time |
Auto-pay invoices | Automatic Actions | Charges the card on file when the booking is Ready to Pay |
Open Automatic Actions.
Switch on the steps you want.
Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.
A service can keep its own value on its Automatic Actions tab, and the service's value wins. They suit high-volume simple services, regular customers and fixed-price services.
How do I add a discount to an invoice?
The Discount on each invoice line is a whole percentage, such as 10 or 25, or a dollar amount off the whole line, and Petboost works out the line total.
Open Appointments and select the appointment.
On the Invoice, enter the percentage in the line's Discount.
Under Notify customer?, choose Send notification or Update silently.
Select Save Changes.
For a dollar amount off, select % inside the field so it switches to $. A multi-pet discount set on the service applies by itself, before any line discount. A discount code the booking holds shows as a badge on the line, with the Discount code field under the lines to apply or remove one. Discount codes are being switched on business by business.
Multi-pet bookings
How do I book multiple pets from the same family together?
Book them on one appointment.
Open Appointments, select New, then Appointment, and choose the first pet and its services.
Select Add Sibling to add another of the owner's pets.
Choose the services, times and team member for each pet.
Select Create Appointment.
On the online booking form, pet owners do the same on Pets & Services: Book both, or Book all with three or more pets, puts every pet on the same service in one tap.
All the pets share one calendar card, one invoice and one payment, a multi-pet discount applies by itself, and each pet can have its own services, times and team member.
Can customers book multiple pets for different services online?
Yes, in one online booking. For example, Kiwi for a groom and Miso for daycare, both dogs for grooming at different levels, such as a full groom and a bath, or the same service with a different length for each pet's size.
How close together the pets are booked follows Multi-Pet Scheduling on Booking Engine: All Pets Together starts every pet at the same time, which needs the capacity for all of them at once, Clustered Start starts them within a window you set, and Best Fit groups them when it can.
Why is my multi-pet discount not applying?
Check these requirements:
Tiers set: open the service's Pricing & Payments tab and check Multi-Pet Discount Pricing has its rate-per-pet tiers
Same service: the tiers apply when the same service is booked for several pets
Same booking: the pets must be on one appointment, not separate bookings
Each service: every service has its own tiers
Check: If the total looks doubled, check the rate per pet. It is the price for each pet, not the total. For 2 dogs at $150 in total, the rate per pet is $75, not $150.
To test it, create an appointment with several pets and check the invoice: every pet shows the same reduced rate once the tier is reached, such as 2 or more pets.
Recurring appointments
How do I create a recurring appointment?
Open Appointments, select New, then Appointment.
Under Create, choose Recurring.
Choose the pet, the services and the date of the first visit.
Under How often, choose Daily, Weekly, Fortnightly, Monthly or Custom, and tick the days under Which days? where it asks.
Under End, choose After a number of visits, End Date or No End Date.
Choose the Team Member, or leave Magic Match so Petboost picks a free one.
With Magic Availability Check on, select Check Recurring Availability and choose a time. Petboost lists every visit; move, keep or skip each one marked Clash, or select the fix button, such as Fix the 3 clashes for me.
Under Notify customer?, choose Send notification or Book silently, then select Create Recurring Series.
For Custom, Every: takes a number of days, weeks or months, and a month counts as 4 weeks. Petboost books the visits up to 12 months ahead when you save, and adds more each night.
How do I cancel recurring appointments in bulk?
If the customer is away for a while and the series should resume afterwards, do not end the series. Open Cancel, choose Skip these dates, and set Stop at. That cancels the date range and leaves the series running after it. See How do I pause a recurring series?.
To stop a whole series so it does not generate again, from the pet's profile:
Open Customers & Pets and select the pet.
Open the Appointments tab and switch to the Recurring Series view.
Find the series, then select Manage, then End Series.
Confirm. The dialog shows how many future appointments will be archived.
Or from any appointment in the series:
Open Appointments and select a visit in the series.
Select Manage, then Cancel.
Choose End series (all future), then select End Recurring Series.
You can also set an end date on the series with Edit This and All Future in Manage Recurring Series: visits after that date are removed. Past and completed appointments are not affected. Ending a series cannot be undone, so if the customer may return, pause it with Skip these dates instead.
Is there a way to cancel multiple bookings at once?
Yes. For one customer:
Open Customers & Pets and select the customer's pet.
Open Manage Pet or Manage Owner and select Cancel Future Appointments. Manage Owner includes every pet on the account.
Tick the bookings to cancel, or use Select all and the weekday buttons. The list shows the next 12 months.
Choose whether to notify the customer.
Select Review cancellation, then Cancel selected bookings.
On Mission Control, when the owner has two or more upcoming bookings, the appointment card menu on Pets, Workflow, Roster, Photos or Attention Required also has Cancel Future Appointments.
In-progress, completed, paid and class bookings stay. Cancellation fees are not charged, and package credits on these bookings are kept. Recurring series end from the next booking, including visits after the 12-month list. If your plan cannot send booking messages, the bookings are cancelled silently.
When the bookings are not all for one customer, select several cards on the calendar and choose Cancel or No-show. For a recurring series only, use Skip these dates or End series (all future). To cancel one visit only, open it, select Manage, then Cancel, and choose Cancel single.
There is no Superadmin bulk-cancel screen for business owners. See Cancel many appointments at once, Cancel a customer's future appointments and Select several appointments.
How do I reschedule a single appointment from a recurring series?
You can change the date, time, team member or other details of one visit without affecting the rest of the series.
Open Appointments and select the visit.
Select Manage, then Edit this visit only.
Make your changes, such as the date, the time or the team member.
Select Update This Appointment.
The visit keeps its link to the series with its own values, and the rest of the series continues on its schedule. The customer hears about that visit only, when you choose Send notification.
You can also drag the card to a new time on the calendar and choose This Appointment Only in Update Recurring Appointment.
To move every future visit, such as a new time, team member or days of the week, select Manage, then Edit all future visits, or Edit This and All Future in Manage Recurring Series. See Can I change the recurring pattern after creation?.
Can I edit just one appointment in a recurring series?
Yes.
Open Appointments and select the visit.
Select Manage, then Edit this visit only.
Make your changes, such as the time, team member, services or price.
Select Update This Appointment.
That visit updates and the rest of the series stays as it is. The visit stays linked to the series with its own values.
How do I pause a recurring series?
Pause a series by cancelling a date range in the middle of it. There is no separate Pause button.
Open Appointments and select the visit where the break should start.
Select Manage, then Cancel.
Choose Skip these dates. This is the range option.
Check Start from.
Set Stop at to the last day of the break.
Select Skip these dates to confirm.
Appointments in that window are cancelled, and the same series keeps generating after Stop at. Always set Stop at: left empty, the series ends from Start from onwards, the same as End series (all future).
Separate weekdays are often separate series, so skipping Tuesday does not skip Thursday. On the cancel screen, open Review other series only if you also need those weekdays cancelled for the same dates.
Pet owners who are allowed to cancel themselves see the same three Cancel options. Ask them to use Skip these dates with Stop at set, not End series (all future). The full comparison of Cancel single, Skip these dates and End series (all future) is in Pause or cancel a recurring series.
How do I stop a recurring series?
If the series should resume later, do not end it: use Skip these dates instead. See How do I pause a recurring series?.
To stop it for good, end it from the pet's profile, where you can see every series at once and avoid leaving a dormant duplicate behind:
Open Customers & Pets and select the pet.
Open the Appointments tab and switch to the Recurring Series view.
Find the series, then select Manage, then End Series.
Confirm. The dialog shows how many future appointments will be archived.
You can also end it from a visit, with Manage, then Cancel, and End series (all future), or set an end date with Edit This and All Future in Manage Recurring Series.
Check: After you stop a series, check the Recurring Series view for another series on the same pet and days. A duplicate series that is not ended can bring cancelled appointments back. See Recurring Series Timeline.
Can I change the recurring pattern after creation?
Yes, for all future visits. You can change the days a weekly series runs on, the time, the team member, the end date or number of visits, and the price. Past and completed visits stay as they were.
To change the days, for example from Monday, Wednesday and Thursday to Tuesday, Wednesday and Thursday:
Open Appointments and select any visit in the series.
Select Manage, then Edit all future visits, or Edit This and All Future in Manage Recurring Series.
Check All future visits is selected, not This visit only.
Set the appointment date to a day in the new schedule, such as the first Tuesday.
Under How often, then Weekly and Which days?, tick the new days and clear the ones you no longer need.
Select Update All Future Appointments, then confirm in Confirm Day Change.
Petboost ends the old series from that date and starts a new one with the new days. Future visits on the removed days are archived, and the new days are added. To change the frequency, such as weekly to fortnightly, choose it under How often the same way, or end the old series and create a new one. You cannot change the customer or the pets: create a new series instead.
How do I skip a week in a recurring series without cancelling it?
To skip one week, or any date window, cancel a range. Do not end the series.
Open Appointments and select the visit where the skip should start.
Select Manage, then Cancel.
Choose Skip these dates.
Set Stop at to the last day you want skipped.
Select Skip these dates to confirm.
The series continues after Stop at. To skip a single visit only, choose Cancel single instead. See How do I pause a recurring series? for the difference between pausing, cancelling one visit and ending the series.
Why are my recurring appointments showing for months ahead?
By design: Petboost creates recurring appointments up to 12 months in advance when you save the series, and adds more each night. Customers can see and manage their future appointments, you can spot scheduling clashes early, and team members see their future workload. More appointments appear as time goes on, with nothing for you to do.
Can I change the time for all future appointments in a recurring series?
Yes.
Open Appointments and select any visit in the series.
Select Manage, then Edit all future visits, or Edit This and All Future in Manage Recurring Series.
Change the time.
Select Update All Future Appointments.
Every future visit moves to the new time. Past and completed visits stay as they were.
How do I rebook dates a customer previously cancelled?
If you create or edit a series that lands on cancelled dates, Petboost opens Previously cancelled dates.
Choose Rebook cancelled dates.
Select Rebook 1 date or Rebook 2 dates, the number matching the list.
If those dates should stay empty, choose Keep cancelled dates cancelled when editing, or Leave these dates out of the booking when creating. See Rebook previously cancelled dates.
Stay appointments
What's the difference between a stay and a regular appointment?
Stay | Regular appointment | |
Length | Several days or overnight | One time slot, such as a 2-hour groom |
Arrival and departure | A check-in and a check-out | Drop-off and pick-up on the same day |
Price | By night, by day, or by 24-hour period | By service |
Room | A room or kennel, under Room/Kennel for the pet | No room held overnight |
Extras | Add-ons and appointments during the stay | Add-ons and more services on the same visit |
See Stay Appointments.
Can I set exact handover times for boarding instead of fixed windows?
Yes.
Open Services and select Manage on the Stay service.
Open Duration & Timing, then Check-in & Check-out Windows.
To lock pet owners to one minute, set From and Until to the same time, for example both
16:00. To allow a band, set different times, for example16:00to17:00.Select Publish Changes.
Staff New Stay pre-fills those times and keeps them editable. Windows do not add an early or late fee. See Stay Check-in and Check-out Windows.
Can I force customers to check in or out at specific times?
Yes, for pet owners. Set Check-in or Check-out From and Until to the same time, and the booking-form picker locks to that minute. A window, with different From and Until times, rules out the times outside the band.
Staff can still pick any time on New Stay. Turning off Instant confirmation so bookings arrive for review is optional, not a substitute for windows. See Stay Check-in and Check-out Windows.
How do I handle boarding where handovers are agreed directly with customers?
If you agree times for each booking and do not want a public window:
Open Services and select Manage on the Stay service.
Open Booking Settings and, under Self-Service Booking, turn Online booking off.
Select Publish Changes.
Create each booking with New, then Stay, on Appointments, and set the check-in and check-out times.
If owners should book online inside a band, leave Online booking on and set Check-in & Check-out Windows on Duration & Timing. Optional: turn off Instant confirmation so new owner bookings arrive as Pending. Payments, the calendar and add-ons during the stay still work. See Internal-only services.
How do I add services during a stay?
A Stay can take two kinds of extra service. An add-on stays on the Stay invoice. Extra time on an add-on does not move check-out. An appointment during the stay has its own time, team, room and invoice.
If the extra does not need a time slot:
Open Appointments, select the Stay appointment and edit it.
On the stay form, add the extra from the add-on tiles.
Select Schedule next to the extra. Choose how it Repeats, the Times each day and, optionally, Who does it, then select Schedule with the number of visits. To charge it without a schedule, set its quantity instead.
Save. The Stay invoice updates, and each visit is a task on Rounds & Tasks.
For an extra already on the stay, select Schedule next to it on the stay's Tasks card instead, then select Save Changes on the invoice.
If the extra needs a time slot, team member or room:
Right after booking the stay, select Add daytime appointments. For a stay already booked, open it on Appointments and select Schedule during stay on the Appointment tab.
Choose the days, the Regular services and the times.
Add any extras, then select Book with the number of appointments. Each day becomes its own appointment, linked to the stay.
The Day by day tab on the Stay appointment shows every day of the stay.
To include a free bath or brush-out in the stay, book it this way with a Regular service priced at $0, for example Complimentary Bath & Blow Dry. Put that service on the same room or team members as your paid bath, so it shows on the day's calendar with your grooming clients and holds the same time. You do not need to change each appointment's price. See Include a free service in the stay.
If you start from New, then Appointment, and pick a Regular service on a date inside the stay, select Book during stay. A Stay and a Regular service cannot share one appointment, so Add to visit is not offered on the stay. See During the stay.
Can customers extend their stay?
In their app, a customer can reschedule a stay that is Pending or Confirmed while your change and cancellation rules allow it. To extend a stay yourself:
Open Appointments and select the stay.
Select Manage, then Edit.
Change the check-out date.
Save, and tell the customer about the extra cost.
Petboost recalculates the price from the service's Pricing Mode and updates the invoice.
How do I check a pet in/out?
Open Appointments and select the stay.
When the pet arrives, select Check in. The status becomes In Progress.
When the pet goes home, select Check out. The invoice is finalised and the status becomes Ready to Pay.
Take the payment.
At check-in, check the pet's condition and their belongings. At check-out, go over the stay with the customer and return their belongings.
Team & resources
How do I assign a specific team member to an appointment?
When you create it, choose them under Team Member on the pet's line. With Magic Availability Check on, Magic Match picks a free team member unless you choose one.
To change it afterwards:
Open Appointments and select the appointment.
Select Manage, then Edit.
Choose the team member under Team Member.
Select Update This Appointment.
What if my preferred team member isn't available?
You can:
Choose a different team member
Move the appointment to a time when they are available
Leave Magic Match, so Petboost picks a free team member when you book
Set the time yourself, if it is urgent: Petboost shows a warning and still books it
How do I assign a room or resource?
Open Appointments and select the appointment.
Select Manage, then Edit.
Choose the room, kennel or van under Resources, or leave Magic Match to let Petboost pick.
Select Update This Appointment.
Change Location on the appointment changes the address of a mobile booking, not its resource.
Booking settings & rules
How do I control how far in advance customers can book?
Open Services and select Manage on the service.
Open the Duration & Timing tab.
Under Booking Notice, set Booking Notice Period, for example 2 hours.
Select Publish Changes.
A 2-hour notice period stops customers booking a time that starts within the next 2 hours. Returning customers can book any future date that has availability. To limit how far ahead a new client can book, switch on Limit how far ahead new clients can book under New clients on Booking Engine. See Set rules for new clients.
Can I restrict bookings to certain customers?
Yes, in three ways:
One customer: on the customer's Settings & Overrides tab, turn off Self-Service Booking to stop them booking online
Which pets can book a service: on the service's Who Can Book tab, set a required first service, and age, weight and breed rules. Vaccination requirements also stop a pet booking
Manual approval: turn off Instant confirmation, so every booking waits for you to accept it
Petboost has no setting that limits a service to a list of customers or to package holders.
Can customers book during times I'm not available?
No. The booking engine only offers customers times when everything the booking needs is available. Customers cannot book when:
No team member is available: outside working hours, on leave or fully booked
No required resource is available, such as every room or kennel being full
Blocked time covers the team member or resource
The time is inside the service's booking notice
Bookings can still land in times you consider unavailable when:
A staff member set the time by hand, with Magic Availability Check off or Quick Force Create, which skips the availability check with a warning
The team member's working hours include that time. Check their Working Hours tab on Team Members
A resource's capacity allows more bookings than you expected
Another qualified team member is free at that time
To see what the booking engine considers, use the Availability Troubleshooter.
How do I set up same-day booking restrictions?
Use Booking Notice Period to stop last-minute bookings.
Open Services and select Manage on the service.
Open the Duration & Timing tab.
Under Booking Notice, set Booking Notice Period: 2 hours makes customers book at least 2 hours ahead, 24 hours rules out same-day bookings, 48 hours means at least 2 days ahead, and 72 hours at least 3 days.
Select Publish Changes.
A 24-hour notice period blocks every same-day booking: a customer trying at 9am to book a 2pm time that day sees no availability. It applies to customers booking online only. Staff can still create a same-day appointment with Quick Force Create. Petboost has no setting that limits how far ahead customers can book.
Why can't my client book grooming and daycare on the same day?
Usually a resource or capacity clash, not a limit in Petboost: several services can be booked on the same day for the same pet or different pets. The common causes:
The same team member is needed for both services and is fully booked during one of them. Assign different team members to each service, or leave Magic Match
A resource is full, such as a table or a daycare room, at the requested time. Check its capacity, or stagger the times
The services together are longer than the working hours allow. Book them at different times, such as daycare in the morning and grooming in the afternoon
Multi-Pet Scheduling on Booking Engine is too strict for several pets, such as All Pets Together
The pet is not eligible for one of the services. Check the pet's profile and the service's Who Can Book rules
To diagnose it, check availability for each service on its own. If one works and the other does not, the Availability Troubleshooter shows which requirement fails for the second.
When a customer picks several services online and one of them has no times, the booking form reads No available times for that service and suggests removing it to see times for the rest of the booking.
How do I make a service require manual approval?
Open Services and select Manage on the service.
Open the Automatic Actions tab.
Turn off Instant confirmation.
Select Publish Changes.
Customer bookings for this service arrive as Pending, so you can review, accept, decline or change them before they are confirmed.
Mobile service
How do I book a mobile service appointment?
The same way as any other appointment.
Open Appointments, select New, then Appointment.
Choose the pet and the mobile service.
Choose the team member and, if the service needs one, the van under Resources.
Select Create Appointment.
A mobile service is done at the customer's address, which Petboost takes from their profile. To use another address for one booking, select Change Location on the appointment. Mobile appointments show the address on the calendar.
I added a mobile service from View appointment. Why is it missing from Appointments and Trips?
Add Item and the add-ons on an appointment put a charge on the invoice. They do not create a time slot or a trip stop. To book it on the calendar or on Trips:
Open Appointments and select the appointment.
Select Manage, then Edit, or start a new booking.
Add the mobile service in Services for and the pet's name.
Select Update This Appointment.
A nail trim can stay an add-on. Turn on Add extra time with this add-on when it needs minutes on top of the main service. A pick-up, a taxi or another service that needs its own stop belongs in Services for.
Can I hide clock times so customers only see Morning or Afternoon?
Yes. A service message does it for every session of that service. A session label does it for one session.
Open Services and select Manage on the service.
Open Duration & Timing, then How the time reads (previously Times customers see or Service Windows).
Under Customers see, select A message instead of a time and type the message.
Select Publish Changes.
A session Label with Show on booking page on replaces the start time for that session, and it wins over the service message. See How do I show Morning or Afternoon instead of clock times?.
Can I optimise routes for mobile appointments?
Yes. Trips Booster is a paid add-on that turns a day of mobile appointments into a sequenced run. Businesses on Pro, Flex or Max activate it themselves, and it is included on Enterprise.
Magic Optimise plans up to 25 points at once, including your start and finish, using live traffic. Groups booked at the same time stay in that order, and dogs in the same group are put in drive order. A window is when to arrive, not permission to move the group. If the day has two or more groups, you can name a park after each one. It is used only when Magic Optimise plans that group, and is not added to the list, the map or Google Maps
Set a start and finish address so the run begins and ends at your depot
Your van and stops avoids tolls, motorways, dirt roads and ferries, respects your van's height, width and weight, and sets how long you are at each stop
Each stop shows a predicted arrival, with a warning when a stop will be early or late
Hand the run off to Google Maps in one tap
To activate it, open Trips Booster. Planning or reordering a run sends your customers nothing, and reminders use the booked time. Book appointments in the same area one after another, allow travel time between them, and set realistic windows. See Getting started with Trips.
Troubleshooting
Petboost is loading slowly or not loading at all
Refresh the page with
F5, orCmd+Ron a Mac.Clear the cache and cookies for business.petboost.com.
Try a different browser, such as Chrome, Firefox or Safari.
Check your internet connection is on and stable.
Turn off browser extensions. Some ad blockers cause problems.
On a phone, close Petboost and open it again, and check mobile data or Wi-Fi is connected. Still not working? Select Get Help in your dashboard, or email [email protected].
"No available time slots found"
Select See Availability Reasons under the calendar of times to open the Availability Troubleshooter, which shows what the booking engine considered and links to each fix.
Common causes:
A team member is unavailable: check their schedule, or choose another team member
A resource is unavailable: check the resource, or choose another room
The service does not fit: try another date
Working hours: change the working hours, or set the time yourself with Quick Force Create
Buffer time: buffer time before or after the service on Duration & Timing needs extra room
Capacity is full: check the resource's or team member's capacity
Why can't my customer book online even though I see availability?
Check these causes:
Online booking is off for the service: on its Booking Settings tab, under Self-Service Booking, turn on Online booking
Booking notice: with 48 hours set, a customer cannot book for tomorrow
Eligibility: the pet may not meet the weight, age or vaccination rules
A first service is required: the customer may need to complete an initial service first
The service is archived or staff only
To test as a customer, use Simulation Mode, or open your booking page in a private browser window, try to book the service as a new customer, and note any message.
The calendar shows appointments but they're missing from Mission Control
Likely causes: a different date in each view, a filter on Mission Control hiding them, or cancelled appointments, which Mission Control hides unless you choose them.
Open Mission Control.
Open Filter and select Clear All.
Check the date is the same as on the calendar.
Choose the List view.
"Pet doesn't meet eligibility requirements"
A service can require:
An initial service completed before regular bookings
Vaccinations, with proof
An age range, such as puppies only
A weight range, such as small dogs only
Certain breeds, allowed or excluded
Check the pet's profile and the service's Who Can Book rules.
"Cannot finalise invoice"
Finalise Invoice is offered on a Confirmed or In Progress appointment once its start time has passed. Before that, wait for the start time. Check also that every service has been added and every line has a price. Check out finalises the invoice as the visit ends.
"Recurring series not creating future appointments"
Petboost creates visits up to 12 months ahead when the series is saved, and adds more each night, which keeps the calendar from filling years ahead.
If visits are really missing:
Check the end date has not been reached
Check the series was not stopped by mistake
Open the pet's profile, open the Appointments tab and switch to the Recurring Series view to see the series' status
Check the appointment's Activity Log
"I cancelled a recurring appointment but it came back the next day"
This is caused by duplicate recurring series. When several series target the same day for the same pet, cancelling a visit from one series lets another, dormant series fill the gap overnight.
Open Customers & Pets and select the pet.
Open the Appointments tab and switch to the Recurring Series view.
Find the duplicate series, flagged in red at the bottom of the timeline grid.
Select Deactivate on each duplicate to stop it generating.
Keep only the series that match the pet's intended schedule. See Recurring Series Timeline for why this happens and how to resolve it.
"Multiple recurring series are showing for one pet"
This is normal when different days have different walkers or services, but it can also mean duplicate series that need tidying.
Open Customers & Pets and select the pet.
Open the Appointments tab and switch to the Recurring Series view.
Check the grid: active series sit in the top section, under a green header, and duplicate or dormant series in the bottom section, under a red header.
Select Deactivate on any series you no longer need.
Several series are intended for different days with different team members, different services on different days, such as a half-hour and a one-hour walk, or seasonal schedules. They point to a problem when two or more series target the same days, warnings show on the timeline in red or amber, or cancelled appointments keep coming back.
"Drag-and-drop not working"
Check these causes:
Drag Lock is on: switch Drag Lock off at the top of the calendar. This is the most common cause
The status cannot move: a Ready to Review, Ready to Pay or Paid appointment cannot be dragged
Month view: drag and drop works in Day, Week and Timeline, with limited support in Month
The browser: refresh the page with
F5orCmd+R, or try another browserYour role: for a Service Supporter, Drag Lock is always on
A touch screen: a stray touch can be read as a drag. Use a stylus, or keep Drag Lock on when you are not rescheduling
You have just come back to the calendar: a press in the first second after you switch back to the Petboost tab or window does not lift a card. Release, then press and drag again
Workflow
What's the recommended appointment workflow?
The booking is made and confirmed.
Optional: Pre-hold funds holds the card 72 hours before.
A reminder goes out before the appointment.
On the day, Check in starts the appointment.
During the visit, add notes and photos.
Check out ends the visit and finalises the invoice.
Check the lines and prices.
Charge the payment.
Petboost emails the receipt.
With every automatic action on, steps 3 to 8 happen by themselves.
How do I handle no-shows?
Set these up before a no-show happens:
Pre-hold funds: holds the amount on the customer's card 72 hours before, which gives them a commitment
Reminders: a first and a second reminder by text or email, such as 24 hours and 2 hours before
A cancellation fee: set it on Policies & Paperwork
A call or message the day before for high-value appointments
When a customer does not turn up:
Open Appointments and select the appointment.
Select Manage, then Mark as no show.
If the fee question appears, choose Charge Cancellation Fee or Waive Cancellation Fee.
Under notify, choose Send notification or Mark silently.
Select Confirm No Show.
The fee is your cancellation fee: there is no separate no-show rate. A booking already paid in full cannot be marked as a no-show, so refund what your terms return with Issue refund instead. A no-show on a package booking returns the credit, so take it with Adjust Balance on the customer's package card if your terms forfeit it.
A charged fee goes to the card on file when they have one. If the charge fails or they have no card, the appointment and Mission Control show it: open the appointment, select Collect fee, and choose card on file, payment link, cash, bank transfer or Other EFTPOS. You do not need to waive the fee and raise a new invoice.
A common escalation: after a first no-show, a reminder of your cancellation policy; after a second, the fee and payment in advance for future bookings; after a third, full payment in advance or no online booking. Add an internal note each time, so your team knows the customer's history.
Should I use automations?
Start small and add more as you gain confidence:
Instant confirmation and Pre-hold funds, with low risk
Add Auto-start appointments and Auto-complete appointments for simple services with fixed lengths and regular customers
All of them for high-volume services, once you trust the process
Do not automate services with variable pricing, a new customer's first visit, or services that need a manual review. See What are Automatic Actions?.
How often should I review my calendar?
Daily: check today's appointments, confirm tomorrow's, and take any payments due
Weekly: review next week, find gaps in capacity, and follow up pending bookings
Monthly: look at booking patterns, adjust service availability, review no-shows and cancellations, and plan for holidays
Cancellation & recovery
Can I un-cancel a cancelled appointment?
Yes, with Recreate, which books a new appointment from the cancelled one's details.
Open Appointments and select the cancelled appointment.
Select Recreate. If a fee is still owed, select Manage, then Recreate.
In Re-create appointment, check the date, times, team member and services, and change what you need.
Under Notify customer?, choose Send notification or Book silently.
Select Create Appointment.
The form is filled in with the pets, services, team member, resources, date, times and notes, and opens with Magic Availability Check off. The original cancelled appointment stays in your records. It suits a customer who changed their mind, a cancellation made in error, and rebooking the same time once an issue is resolved. See Un-cancel & Appointment Recovery.
How do I permanently delete an appointment?
Open Appointments and select the appointment.
Select Manage, then Delete Appointment.
Choose Permanently Delete.
Type
DELETEand tick I understand this action cannot be undone.Select Delete Appointment.
Only a Pending, Confirmed, Declined, Cancelled or Invoice Amount Void appointment can be deleted, so a paid appointment cannot. This cannot be undone. For record-keeping, archive instead.
What's the difference between Archive and Cancel?
Action | What happens | When to use |
Cancel | The status becomes Cancelled, the customer hears about it if you choose Send notification, and it shows when Show cancelled appointments is on | The customer cancels, or the service cannot be delivered |
Archive | Hidden from views, data kept, no message | Tidying bookings that did not go ahead |
Permanently Delete | Removed for good, cannot be recovered | A request to delete data, test data, duplicates |
Cancel changes the status and can message the customer. Archive only hides the appointment. Both keep the data for your records and reports. See What's the difference between cancelling and deleting an appointment?.
How do I archive an appointment?
Open Appointments and select the appointment.
Select Manage, then Delete Appointment.
Choose Archive.
Tick I understand this will archive and the appointment's name.
Select Archive Appointment.
An archived appointment has no restore button, although the dialog says archived items can be restored. The record is kept, so the Petboost team can restore it for you: see Get an archived appointment back.
Does un-cancel restore package credits?
No. Recreate books a new appointment. If a credit was forfeited when you cancelled, return it with Adjust Balance on the customer's package card. See Customer Package Balances.
Need more help?
Email [email protected], use live chat from 9am to 5pm AEST, Monday to Friday, or call 1800 291 005. The guides are on Petboost Academy.
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