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Scheduling Fundamentals

Mirror Your Real Business

Petboost scheduling is designed to mirror what actually happens in your business—not force you into a generic template.

This guide explains the three core concepts that make it work:


The 10-Second Summary

┌─────────────────────────────────────────────────────────────┐│                                                              ││   SCHEDULE          →    SESSIONS         →    CAPACITY     ││   When you work          Mini-shifts           At one time  ││                                                              ││   "Mon–Fri 9–5"     →    "Morning,        →    "3 dogs      ││                           Afternoon"            at once"     ││                                                              │└─────────────────────────────────────────────────────────────┘

Concept

Real-Life Question

Example Answer

Schedule

"When am I available?"

Mon–Fri, 9am–5pm

Sessions

"How do I chunk my day?"

Morning grooms, afternoon training

Pets at a Time

"How many at one time?"

3 dogs simultaneously


Why These Three Work Together

Think of it like this:

Your Business Day─────────────────SCHEDULE: The container (9am–5pm)├── SESSION 1: Morning Grooming (9am–12pm)│   └── Capacity: 2 dogs at a time│├── [Lunch break]│└── SESSION 2: Afternoon Mixed (1pm–5pm)    └── Capacity: 3 dogs at a time
  • Schedule = The outer boundary (when you're available)

  • Sessions = The structure inside (how you organise your day)

  • Capacity = The limit at any moment (how many simultaneous)


Concept 1: Schedule

What It Is

Your weekly working hours template—the days and times you're available.

Real-Life Anchor

"What days do I work? What hours?"

Example

Day

Hours

Status

Monday

9am–5pm

✓ Working

Tuesday

9am–5pm

✓ Working

Wednesday

✗ Off

Thursday

9am–7pm

✓ Working (late)

Friday

9am–3pm

✓ Working (early)

Saturday

10am–2pm

✓ Working

Sunday

✗ Off

Where to Set It

  • Team Members → [Person] → Working Hours tab

  • Resources → [Resource] → Working Hours tab

  • Schedules & Sessions → Visual editor


Concept 2: Sessions

What It Is

Mini-shifts within your schedule—focused time blocks where appointments can start.

Real-Life Anchor

"How do I chunk up my day? Do I have distinct blocks for different things?"

Why Use Sessions?

Problem Without Sessions

Solution With Sessions

Random gaps in your diary

Bookings fill structured blocks

Same rules all day

Different capacity/services per block

Customers see confusing availability

Customers see clear booking windows

Hard to plan your day

Predictable structure

Example: Groomer

Session

Time

Capacity

What's Allowed

Morning Groom

9am–12pm

2 dogs

Full grooms only

Afternoon Express

1pm–4pm

4 dogs

Bath, nails, tidy-up

Late Booking

4pm–6pm

1 dog

Any service

Example: Daycare

Session

Time

Capacity

Purpose

Drop-off Window

7am–9am

15 dogs

High traffic intake

Morning Play

9am–12pm

12 dogs

Active supervision

Rest Time

12pm–2pm

12 dogs

Quiet period

Afternoon Play

2pm–4pm

12 dogs

Active supervision

Pick-up Window

4pm–6pm

15 dogs

High traffic departure

Where to Set It

  • Schedules & Sessions → [Entity] → Add/edit sessions

  • Each session can have its own:

    • Capacity override

    • Service restrictions

    • Breed/size eligibility


Concept 3: Pets at a Time

What It Is

How many pets can be handled at the same time—not a daily limit.

Real-Life Anchor

"Right now, at this moment, how many dogs can I physically handle?"

Critical Distinction

┌─────────────────────────────────────────────────────┐│                                                      ││  ✓ CORRECT: "3 dogs at any given moment"            ││                                                      ││  ✗ WRONG: "3 dogs per day"                          ││                                                      │└─────────────────────────────────────────────────────┘

Example Calculation

  • Pets at a time: 3 dogs

  • Session length: 3 hours

  • Average service: 1 hour

Potential throughput: 9 dogs per session (3 at a time × 3 rotations)

Capacity by Business Type

Business

What Limits You?

Typical Capacity

Solo groomer

Number of tables

1–2

Grooming salon

Number of stations

3–6

Daycare

Play area size

10–20

Dog walker

Safe walking group

4–6

Trainer (private)

One-on-one attention

1

Trainer (group)

Class size

6–10

Boarding

Number of kennels

Varies

Where to Set It

  • Team Members → [Person] → Capacity tab

  • Resources → [Resource] → Capacity tab

  • Sessions → Pets at a time per session


How They All Connect (Visual)

MONDAY 9am–5pm (Schedule)│├── 9:00 AM ─────────────────────────────────│   ││   │  SESSION 1: MORNING GROOMING│   │  Capacity: 2 dogs at a time│   ││   │  9:00   🐕 Max      🐕 Bella     [2/2 full]│   │  10:00  🐕 Duke     🐕 Luna      [2/2 full]│   │  11:00  🐕 Rocky    [empty]     [1/2]│   │├── 12:00 PM ──── LUNCH BREAK ───────────────│├── 1:00 PM ─────────────────────────────────│   ││   │  SESSION 2: AFTERNOON EXPRESS│   │  Capacity: 3 dogs at a time│   ││   │  1:00   🐕🐕🐕    [3/3 full]│   │  2:00   🐕🐕      [2/3]│   │  3:00   🐕🐕🐕    [3/3 full]│   │  4:00   🐕        [1/3]│   │└── 5:00 PM ─────────────────────────────────    END OF DAYTOTAL DOGS: 14(Not limited—just 2-3 at any moment!)

Beyond Scheduling: Eligibility Rules

Schedule, sessions, and capacity determine when bookings can happen. But there's another layer: eligibility rules determine who can book.

The Full Availability Stack

When a customer tries to book, Petboost checks (in order):

BOOKING REQUEST      │      ▼┌─────────────────────────────────┐│  1. SERVICE LEVEL               │  Can this service be booked online?│     • Self-service enabled?     │  Is there enough notice time?│     • Notice period met?        │└─────────────────────────────────┘      │      ▼┌─────────────────────────────────┐│  2. INITIAL SERVICE CHECK       │  (If service has a prerequisite)│     • Has pet completed the     │  e.g., temperament test before daycare│       required initial service? │└─────────────────────────────────┘      │      ▼┌─────────────────────────────────┐│  3. PET ELIGIBILITY             │  Does this pet qualify?│     • Age in range?             ││     • Weight in range?          ││     • Breed allowed?            ││     • Vaccinations up to date?  │└─────────────────────────────────┘      │      ▼┌─────────────────────────────────┐│  4. TEAM MEMBER AVAILABILITY    │  Is someone available to do the work?│     • Working hours apply?      ││     • On leave?                 ││     • Blocked time?             ││     • Has capacity?             ││     • Assigned to this service? │└─────────────────────────────────┘      │      ▼┌─────────────────────────────────┐│  5. RESOURCE AVAILABILITY       │  Is the equipment/space available?│     • Working hours apply?      ││     • Blocked time?             ││     • Has capacity?             ││     • Assigned to this service? │└─────────────────────────────────┘      │      ▼┌─────────────────────────────────┐│  6. GEOGRAPHIC CHECK            │  (Mobile services only)│     • Customer in service area? │└─────────────────────────────────┘      │      ▼    ✓ SLOT AVAILABLE

Common Eligibility Rules

Rule Type

What It Does

Example Use Case

Initial service requirement

Pet must complete a prerequisite first

Temperament test before daycare

Age restriction

Limits by pet's age

Puppy classes (8-16 weeks only)

Weight restriction

Limits by pet's weight

Size-based grooming pricing

Breed restriction

Allows or blocks specific breeds

Specialist grooming for Poodles

Vaccination requirement

Requires proof of vaccination

Daycare, boarding, group classes

Suburb restriction

Limits by customer location (per service)

Mobile services with travel limits

Where to Set Eligibility Rules

Rule

Location

Age/weight/breed restrictions

Services → [Service] → Who Can Book tab

Vaccination requirement

Services → [Service] → Policies & Paperwork tab

Suburb restrictions

Services → [Service] → Who Can Book tab (mobile services)

For detailed configuration, see Booking Settings & Availability.


⚠️ Proceed With Caution: Rules Have Consequences

The more rules you impose, the narrower your availability becomes.

This isn't a bug—it's physics. Each rule filters out potential bookings.

Illustrative example (actual impact varies based on your setup):

Each rule you add = fewer available slots│├── Working hours          → BIG impact (defines your availability container)├── Capacity limits        → BIG impact (limits simultaneous bookings)├── Pet eligibility rules  → MODERATE impact (filters specific pets)├── Geographic restrictions → MODERATE impact (filters by location)├── Booking notice period  → SMALL-MODERATE impact (filters short-notice)│└── The more you stack, the tighter it gets

The Right Mindset

Don't ask: "What rules can I add?"
Ask: "What rules do I NEED to run my business safely?"

Every rule should answer: "This prevents a real problem I've experienced or genuinely fear."

If you can't articulate the problem, you probably don't need the rule.

Signs You've Over-Engineered

  • Customers complaining they can't find available times

  • You have rules "just in case" that have never been triggered

  • Your schedule looks empty online but you're actually available

  • You added rules to match a previous system, not to solve a problem

The Fix

  1. Review your current rules

  2. For each rule, ask: "What problem does this solve?"

  3. If you can't answer, consider removing it

  4. Monitor availability after changes

For a complete framework on choosing the right level of rules, see The Booking Rules Spectrum.


Real-World Scenarios

Scenario 1: "I'm a solo groomer with one table"

Your setup:

  • Schedule: Mon–Fri, 9am–5pm

  • Sessions: One all-day session (or split morning/afternoon)

  • Capacity: 1

Result: One dog at a time. Simple and clean.


Scenario 2: "I run a busy daycare with drop-off rush"

Your setup:

  • Schedule: Mon–Fri, 7am–6pm

  • Sessions:

    • Drop-off (7–9am): Capacity 20 (high traffic)

    • Play (9am–4pm): Capacity 15 (steady state)

    • Pick-up (4–6pm): Capacity 20 (high traffic)

  • Capacity: Varies by session

Result: High capacity during rush hours, lower during play for safety.


Scenario 3: "I do private training mornings, group classes evenings"

Your setup:

  • Schedule: Mon–Thu, 9am–8pm

  • Sessions:

    • Private (9am–4pm): Capacity 1

    • Group Class (6pm–8pm): Capacity 8

  • Capacity: 1 base, 8 override for group session

Result: One-on-one attention by day, full classes by night.


Scenario 4: "I want to prevent random gaps in my diary"

Your setup:

  • Schedule: Mon–Fri, 9am–5pm

  • Sessions:

    • Morning (9am–12pm)

    • Afternoon (1pm–5pm)

  • Capacity: Set per session

Result: Bookings cluster within sessions. No 10:15am gap followed by nothing until 2pm.


Quick Setup Checklist

Step 1: Set Your Schedule

  • [ ] Go to Team Members or Resources

  • [ ] Set working days and hours

  • [ ] This is your availability container

Step 2: Add Sessions (Optional but Recommended)

  • [ ] Go to Schedules & Sessions

  • [ ] Split your day into focused blocks

  • [ ] Consider: morning, afternoon, evening

Step 3: Set Pets at a Time

  • [ ] For each team member: Capacity tab

  • [ ] For each resource: Capacity tab

  • [ ] For each session: Override if needed

Step 4: Test It

  • [ ] Create a test booking

  • [ ] Verify correct times appear

  • [ ] Try booking at capacity—confirm blocked


Common Questions

"Do I need sessions if I'm a solo operator?"

Optional but helpful. Even one session gives you:

  • Capacity control

  • Predictable structure

  • Easy to split later as you grow


"What if my capacity changes by day of week?"

Use special dates or different schedules per day. You can set Monday differently from Friday.


"How does this affect online booking?"

Customers only see slots where:

  • ✓ You're within schedule hours

  • ✓ Session is active

  • ✓ Capacity is available

  • ✓ Service is allowed in that session

No manual filtering needed.


"Can team member and resource capacity both apply?"

Yes—both are checked. Example:

  • Sarah's capacity: 2

  • Grooming room capacity: 3

If Sarah is assigned, maximum is 2 (her limit applies).


Where to Go From Here

Need

Guide

Choose the right rules level

Set up team member capacity

Set up resource capacity

Configure sessions

Configure eligibility rules

Check self-service readiness

Understand booking flow


Quick Reference Card

Print this out or screenshot it:

┌────────────────────────────────────────────────────────────┐│  PETBOOST SCHEDULING — QUICK REFERENCE                     │├────────────────────────────────────────────────────────────┤│                                                             ││  SCHEDULE = When you work                                   ││  "Mon–Fri, 9am–5pm"                                        ││                                                             ││  SESSIONS = Focused time blocks within schedule          ││  "Morning grooming, afternoon express"                     ││                                                             ││  PETS AT A TIME = How many at the SAME TIME              ││  "3 dogs at once" (NOT "3 dogs per day")                   ││                                                             │├────────────────────────────────────────────────────────────┤│  They work together to MIRROR YOUR REAL BUSINESS           │└────────────────────────────────────────────────────────────┘

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