Team member and service filters do not apply to the Marketing tab. With all locations on, it covers this location only and says This location only.

Petboost does not send marketing email for you. Every email template opens in your own email app with the draft in it, for you to read and send.

Do this to see where the period's bookings came from and get ideas worked out from your own data.

The analysis runs against the date range you have selected. Changing the range clears the results, so run it again after you change it. The results stay while you switch tabs.

The results open with a count of campaign ideas and email templates, followed by Where clients come from, Pet Content Calendar, Campaign Ideas, Ready-to-Use Email Templates and Campaign URL Builder. Campaign URL Builder is on the tab before you generate anything.

Where clients come from is the first section of the results. It shows which link or site each booking in the date range came from. When a new customer answered How did you hear about on the online booking form, their answer is used first, and the link or site is kept beside it.

The four figures at the top are:

Insight cards under the figures appear when more than half of the online bookings have no source (with five or more online bookings), when new clients from one source booked again at least 15 points less often than those from the best source, and to name the source that brought the most new clients. Only sources with three or more new clients are compared.

Sources lists each source with its new clients, bookings, revenue and Booked again. Booked again is the share of new clients from that source with another visit within 60 days of their first, including visits already booked ahead. Cancelled and declined bookings are left out of every figure. A booking in a repeating series takes the source of the booking that started the series.

New clients by week shows when those clients first visited, split by source. A date range longer than 92 days shows months instead of weeks.

If no conversion IDs are set on Marketing & Tracking, the section shows Running Google or Meta ads? with a Set up conversion tracking button, which opens Marketing & Tracking. See Conversion tracking.

When a client books online, Petboost records the first of these that applies:

A client who opens your booking page first keeps that source when they select a booking button there. If they arrive at your booking page with nothing to say where from, the booking shows as Booking page.

Bookings your team makes show as Booked by your team. Online bookings with none of the above show as No source recorded, and so do course bookings. A booking only carries a source if one was recorded when it was made, so older bookings show as No source recorded unless they came through a campaign link.

Campaign Ideas are things to do outside Petboost: a social post, a flyer, a promotion, a phone call. Do this to see an idea in full, with the customers it applies to.

Each card explains the idea, the figure from your data behind it and the channels it suits. The categories are Customers, Pets, Seasonal, Geographic, Services, Team and Community, or All.

View Details lists the customers under Customers, where you can search them and use Select All or Deselect All. From there, Draft Email opens your email app with the selected customers in BCC, Print Idea prints it, and Export CSV downloads the selected customers. ChatGPT Prompt and Canva Prompt copy a prompt for that tool, and Open in ChatGPT and Open in Canva open it. On the Slowest Day Flash Sale idea, Share Image opens an available times post on the next of your quietest days, with that day's open slots.

Ideas you can expect to see include recognising your top spenders, reconnecting with customers who have not visited in 90 days or more, pets with a birthday this month, your most common breed, asking your most loyal customers for a Google review, and filling your quietest day.

Ready-to-Use Email Templates are drafted emails with a recipient list attached. Do this to email a group the analysis has picked out, such as customers who visited recently but have nothing booked.

Each card shows who it would go to, the subject and the start of the email. A customer's last visit and next booking are read from all their history, not only your date range, so a customer who lapsed before this month, or who has already rebooked, is placed correctly. Cancelled and declined visits count as neither a visit nor a booking. Appointment Milestone counts every finished visit the customer has ever had. VIP Thank You (Top Spenders) is the top tenth of customers by earned revenue in the date range. Archived customers are left out of every list. The categories are Retention, Lifecycle, Health, Payment, Upsell, Booking and Appreciation. Copy BCC List and Export CSV take the recipient list elsewhere.

Check: Read every draft before you send it. The template is written from your data, and your voice is not in it until you put it there.

Pet Content Calendar holds around 240 pet awareness days with a marketing suggestion on each, and an iCal export so they land in your own calendar. Select Open Calendar to see it.

Use it when you know you should be posting and cannot think what about.

Campaign URL Builder makes a link that tells you which campaign a booking came from. Do this before you share a link in a post, an ad, an email or a flyer.

Apply To offers three destinations:

Once a link is on screen, Your starting point shows how many visits are booked from today on, cancelled and declined ones left out. Write it down to compare later. A booking counts against the campaign when the owner completes it through the link. Clicks that do not become a booking are not counted. Save the link somewhere you will find it again, and use that exact link every time you share the campaign. In the Appointments Deep Dive, the Campaign Source Breakdown and the Campaign Source filter show which bookings it brought in. See Export appointments as CSV.

Tip: Give each campaign its own identifier. A shared one tells you a booking came from marketing, which you already knew.

It does not send anything. It does not blast marketing email or SMS on your behalf, and it does not schedule a campaign.

To send an SMS to a segment of your customers, use Mass Text on Messages. See Bulk SMS: announcements and marketing. For reminders and receipts, which are a different thing entirely, see Notifications.