The browser tab reads Schedule Setup, and the page heading is your business name followed by inside of Petboost. Besides the link below, Start Schedule Foundations on the Set up your booking calendar card in Account Setup opens it, and so does searching Schedule Setup in the Quick Command Centre.
Once the account has a working-hours session, a resource or more than one team member, or setup has been marked done, the page shows a summary of your team members and spaces instead of the choices below, with Manage Schedules & Sessions.
Choose how to set up your calendars
A new account opens on three choices.
Open Schedule Setup.
Select Quick Start, Guide me through it or Book a setup call.
Quick Start sets placeholder 9-5 working hours and takes you straight into the product; you can fine-tune the schedule later. Guide me through it opens the wizard below, which takes about 3 to 5 minutes. Book a setup call books a free 15-minute call to set everything up together. Common questions under the choices answers what each one does.
Set up your calendars with the wizard
The wizard asks about your business and creates your team members and spaces to match.
Open Schedule Setup and select Guide me through it.
Answer the questions on the step, then select Continue. Previous goes back a step.
Repeat for each step on the rail.
On Review, check Review Your Setup, then select Save & Add Your First Service.
Continue stays on a step until its answers are complete, and says what is missing under the field. Start Over clears your answers after you confirm, and Cancel leaves without saving.
The steps on the rail change with your answers:
Step | What it asks |
Who works here? | Who works at your business?: your Team Members, including yourself |
How pets book | When a pet owner books, what are they reserving?: the Booking type, A person, A space or Both |
Your typical day | What does a typical day look like?: whether you run an Overnight service, and if you board overnight, How many separate boarding areas do you have?; then How do you schedule bookings? |
Spaces, only if bookings reserve a space | How many spaces do you have? |
Calendars | How do customers get booked in?: the Booking style, Each team member has their own calendar or Your team shares a calendar, and if asked, How many shared calendars do you need? |
Team Details | For each person: First name, Email address and Phone number |
Boarding, Space Details, Calendar Names | Only when your answers need them: a Space Name or Calendar name for each one |
Review | Review Your Setup: what Petboost will create |
Under How do you schedule bookings?, Any time works lets bookings start at any time during your working hours, and Block my day into sessions splits your day into blocks, each with its own rules. The wizard does not ask how many pets you take at once: Review shows it, set from your business type, and you can change it later.
Saving creates the calendars and team records. Set working hours on Schedules & Sessions after you save.
Run the Schedule & Capacity Health Check
Use this after you have working hours on at least one team member or resource.
Open Schedules & Sessions.
Open the settings menu and select Health Check.
Read Overview, then select Next.
Read How it works, then select Next.
Work through the findings on What to review.
A service linked to a team member or resource that none of their sessions take shows as a finding that it can't be booked with that team member or resource. Add the service under Services in this session, or remove the link if it is not meant to be booked there.
Each finding's badge names its group: Customer bookings, Setup error or Tidy-up. How serious it is shows in the colour of the badge and the card, and a screen reader reads it out as critical, warning or advisory. Back to schedules returns to Schedules & Sessions.
If you have no working hours yet, the page shows No schedules to check yet. Select Set up schedules to return to Schedules & Sessions.