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Marketing and Sales Overview

Marketing and Sales

Only the Owner Admin and Admin roles see the group. Service Performers and Service Supporters do not see it at all.

If Marketing & Sales is not in your sidebar, it is not turned on for your account: opening the hub shows Marketing & Sales is not turned on for your account, and you can contact us to have it switched on.

What is in the group

The sidebar carries three items.

Item

What it is

Marketing Hub

The index of every marketing and sales tool

Health Board

Abandoned bookings, unfinished profiles, and clients sorted by spend and engagement

Social Studio

Branded Instagram posts made from your own services

Everything else is a card on the hub rather than its own sidebar item.

Open a tool from the Marketing Hub

Use the hub when you know what you want to do but not where the tool lives.

  1. Under Bring customers in or Keep the ones you have, select the tool's card.

Each card opens its tool where it lives in Petboost, and several say where that is, such as "On Branding, under Print Materials".

Bring customers in

These tools are for reaching people who are not booked with you yet.

  • Health Board lists guests and existing clients who started a booking and did not finish, then sorts the rest of your client base by spend and engagement. See Health Board.

  • Your booking page opens the editor for your public booking page, where you drag sections into the order you want. This needs a Business Pro plan or higher, and a screen at least 1024 pixels wide. On a phone or a small tablet, edit the same settings as ordinary fields on Your Booking Page in Settings.

  • Social Studio turns a service, package, membership or course into a branded Instagram post. See Social Studio.

  • Available times post publishes your real open appointment times as a branded post.

  • Flyers & QR booking cards generates print-ready PDFs in your colours, each with a QR code pointing at your booking page. It lives on Branding in Settings, under Print Materials.

  • Conversion tracking fires your own Google Ads, Meta Pixel and GA4 conversions from the booking form. It lives on Marketing & Tracking in Settings, under Advanced options. See Conversion tracking.

  • Reserve with Google is the Book Online on Google switch on the same page. Left on, Petboost sends your business to Google each night, and Google can add a Book button to your Google Business Profile that opens your booking page. Google decides which businesses show the button. See Your Booking Page.

Create a flyer

A flyer is a print-ready PDF in your colours, with your services and a QR code to your booking page.

  1. Open Branding.

  2. Under Print Materials, select Create a Flyer. The dialog is Generate Printable Flyer.

  3. On Customise, choose the Flyer Size. If you have both logos, choose the Logo Style, Square or Horizontal.

  4. Enter the Headline. Optional: enter a Subline.

  5. Under What to Include, switch Hero Image, Headline, Book Online QR Code, Phone Number, Address and Booking Benefits on or off.

  6. Optional: select Change Image to use another hero image, or Reset to Default to go back to your own.

  7. Select Next. On Services, choose them under Select Services to Showcase, and switch Service Pricing or Discounted Packages Badge on or off.

  8. Select Next. On Generate, select Generate PDF. After the first file, the same button reads Generate Again.

  9. Optional: select Print Your Flyers.

QR Booking Card is the other print option on the same card.

Keep the ones you have

These tools are for customers who have already booked with you.

  • Health Board also sits here for the health columns (who is slipping away). The same board opens from Bring customers in. See Health Board.

  • Mass Text builds an audience from segments and sends them one SMS. It opens from the actions menu on Messages. Sending needs the Communications Booster and a dedicated number.

  • Marketing Ideas works out campaign ideas and email segments from your own booking history. It is the Marketing tab in Reporting & Intelligence. Petboost does not send these emails: each one opens as a draft in your own email client for you to review and send.

  • Google review requests use the review link you set on Marketing & Tracking in Settings, sent one customer at a time. There is no bulk review send.

Send a Google review request

  1. Open Customers & Pets and open the pet's profile.

  2. Open Manage Owner.

  3. Select Text Review Request to send the request by SMS, which needs the Communications Booster, or Email Review Request to copy it to your clipboard for your own email app.

Coming Soon cards

The hub also shows cards for work that is planned but not built, marked Coming Soon. A Coming Soon card does nothing when you select it: its button reads Available soon and is switched off. It is there so you can see what is on the way, not as something you can turn on.

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