Marketing and Sales
Marketing & Sales in the sidebar is where the tools for winning customers and keeping them live. The Marketing Hub page lists every one of them with a short description, so you do not have to remember which settings page a tool sits behind.
Only users with the Owner Admin or Admin role see the full group. Service Supporters do not see it at all.
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.
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 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 in Settings > Your Booking Page.
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 in Settings > Branding, under Print Materials.
Create a flyer
Open Settings > Branding
Under Print Materials, tap Create a Flyer. QR Booking Card is the other print option on the same card
The dialog title is Generate Printable Flyer
On Customise, set Flyer Size and Logo Style (Square or Horizontal)
Enter Headline. Optional: enter Subline (optional)
Under What to Include, turn Hero Image, Book Online QR Code, Phone Number, and Address on or off
Optional: tap Change Image or Reset to Default
On Services, use Select Services to Showcase
On Generate, tap Generate PDF. After the first file, the same button reads Generate Again
Optional: tap Print Your Flyers
Conversion tracking fires your own Google Ads, Meta Pixel and GA4 conversions from the booking form. It lives in Settings > Branding, under Social Media & Marketing. See Conversion tracking.
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 in Settings > Branding. To send one, open a pet's profile and select Text Review Request (sends an SMS; needs Communications Booster) or Email Review Request (copies the request to your clipboard for your own email app). There is no bulk review send.
Coming soon
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. It is there so you can see what is on the way, not as something you can turn on.