Skip to main content

Getting Started with Mission Control

Mission Control opens on the date and the view you last used, starting on Pets the first time. It is built for running the day, and the Appointments calendar in the sidebar stays the place for detailed scheduling. Both show the same bookings, and every role sees every booking on Mission Control. Your view, Day or Week, header size, grouping, sort order and filters are remembered in the browser you use.

Mission Control or the calendar

Use Mission Control to run the day and the calendar to plan it.

Task

Where

Start the day and check what needs attention

Mission Control

Book an appointment

Either: New Appointment in Mission Control, or the calendar when you want to see the time slots

Move a booking to another time or date

The calendar: drag the booking to the new time

Take payments

Mission Control: Unpaid with Bulk Payment Mode, or dragging cards through Ready to Pay and Checked out & Paid in Workflow

Plan next week

The calendar, in Week or Month

Work from a phone or at the front desk

Mission Control, which has its own layout for phones and tablets

The calendar lays bookings against the clock in Day, Week, Month and Timeline views, groups them by team member or resource, and shows multi-day stays across their days. Mission Control has the quick actions, Attention Required, the revenue cards, up to 13 views of the same bookings, and a week view where you choose which weekdays show.

Find your way around

The header starts compressed. It holds your business name, the arrows and date picker, the Day or Week menu, Expand and the Actions menu. Select Expand to show three cards instead: the quick action buttons with the date controls and Compress, the opening hours graph, and Attention Required. Expand and Compress are on desktop only, and Mission Control remembers which one you chose.

The opening hours graph shows how many pets are in through the day, coloured by status. Its title reads today's opening status, or Open and the day's name for another date, after a dot that is green when you are open, amber when opening or closing soon, and red when closed, and its menu shows Opening Hours: the opening and closing times, worked out from your team members' and resources' hours. When last week has bookings, vs. Prev Week compares the day with the same day last week.

Under the header, the toolbar holds the views, then the search box, Group by and Drag Lock on the views that use them, Options, Filter and Reset. The bookings for the date fill the space below.

On a wide screen, a sidebar beside the bookings holds Coming & Going Soon (Coming & Going when you have stays), Team & Resources, a stays and courses section, and Intelligence:

  • Team & Resources lists who and what is working. Select a team member or a resource to list their appointments, or select a blocked time to see or delete it.

  • The stays and courses section is titled Stays & Courses, Stays or Courses, depending on what you offer.

  • Intelligence holds Admin Time Saved, then the money cards: Payment Collection and Payment Methods for admins, Revenue Mix (single bookings, recurring and package credits) and Service Mix. Collected or Earned at the top of the section sets how the money is counted, and most cards compare with the previous week. A role that hides financial data sees none of the money cards.

Hide the sidebar with its toggle, and bring it back with Sidebar.

Read the shape of the day

This is being switched on business by business. If you do not see it, ask us in chat.

The day's numbers sit at the top of the opening hours graph card, above the graph, in the order the day runs. To reach the card, select Expand on a computer, or open Overview on a phone. Counts are pets, so a two-dog booking counts as two.

Count

What it means

Select it to

To arrive

Pets booked to start on the date who have not checked in yet

Group the bookings by start time

In care

Pets in your care now, with the service category under the number, or the split by category when there is more than one

Filter to pets in care

To depart

Pets whose overnight stay ends on the date and who have not checked out or paid. A same-day visit is counted under To arrive or In care, never here

Open Workflow

To confirm

The same number as Requests to accept on Attention Required

Open Requests to accept

A business without stays sees Today, To arrive, On site and To confirm, and no To depart count. A count at 0 is hidden, so a quiet day shows the graph alone.

  • Select a count again, or select Reset, to clear what it set.

  • In Week view, the counts read Arrivals this week, Departures this week and To confirm.

  • The header of the card keeps Today and vs. Prev Week when last week has bookings.

Check what needs attention

Work through Attention Required at the start of the day, before you open the calendar.

  1. Open Mission Control and set the date you want to check.

  2. If Attention Required is not showing, select Expand in the header.

  3. Select a row to open its list.

Attention Required puts what needs action and the pets that need extra care in one card, and every row carries the same weight. A row shows only when its count is above zero, each row opens its own list with the same name, and All Clear means nothing needs you. The rows sit under Bookings, Payments, Care today and Records, each a small card stacked in one column and showing its first two rows, with a + button that opens the rest. When the stack is taller than the card, scroll it. Most rows count the bookings on the date at the top. Unpaid and Ready to check out cover bookings that ended in the last 180 days, Requests to accept covers the next 180 days, and Vaccination uploads to review and Unfinished online bookings cover everything waiting, whatever the date.

The main rows under each heading are listed below.

Heading

Rows

Bookings

Requests to accept, Status to update, Ready to check out, Unfinished online bookings and Intake forms not filled

Payments

Unpaid, with what the unpaid bookings owe under the label for roles that see financial data, then Packages used up and Packages running low

Care today

Medical needs, Behaviour notes, Foes booked together, Pets not eating, Doses missed, Team forms to fill today or Rounds to fill today, Tasks overdue and Birthdays

Records

No vaccination record, Vaccination details missing, Vaccinations expiring, Vaccination uploads to review, Not desexed and Terms not agreed

Inside a list, bulk controls such as Bulk Confirm Mode handle several bookings at once. See Attention System for each row and what to do with it.

Start something from the quick actions

The quick actions are buttons on the expanded header and entries in the Actions menu on the compressed one. Package, New Stay and Course Enrolment show only once you have packages, stay services or courses. The expanded header shows up to nine buttons. When there are more, the last button reads + and the number left over, and selecting it opens a menu of the rest.

Action

What it opens

Quick Check-in

Quick Check-in, to book a walk-in for today, starting now, as a new or existing customer

New Customer

Create Pet Owner and Pet

New Appointment

The booking form

Quick Sale

A pet finder, then a sale with no booking

Find Pet

A search for any pet, then their profile

Package

A pet finder, then Purchase Package

New Stay

Schedule a Stay

Course Enrolment

Enrol pet(s) in a course

Blocked Time

Create Blocked Time

Print Day Run Sheet

Opens a choice of which bookings to include, plus layout, cover page, and which details to include. Actions menu; also Run Sheet PDF under Download in the Day or Week menu

Add a new customer

Add the owner and their first pet before you book them, for example a walk-in you have not seen before.

  1. Open Mission Control and select New Customer, from Actions when the header is compressed.

  2. Enter the owner's details and phone number, then the pet's.

  3. Under Notify customer?, choose Send notification or Create silently.

  4. Select Create & Send Activation SMS, or Create Silently.

If the number already belongs to a customer, the panel says so before anything is saved. Open that profile and add the pet there instead.

Book an appointment

Use this for a walk-in or a booking taken at the counter. The card lands on today's board once it is saved.

  1. Open Mission Control and select New Appointment, from Actions when the header is compressed.

  2. Search for the pet, and under Services for choose the service.

  3. With Magic Availability Check on, choose one of the times offered. With it off, set the start and end time yourself.

  4. Select Create Appointment.

A booking dated today lands in Confirmed when its start time is still ahead, and straight in In Progress when its start time has passed. With Magic Availability Check off and a start time already past, the button reads Review Before Creation. See Using the booking form.

Record a quick sale

A quick sale records a product or a service sold at the counter with no booking behind it. It asks for the pet first so the sale is recorded against the right customer and pet.

  1. Open Mission Control and select Quick Sale, from Actions when the header is compressed.

  2. Find the pet, then select Continue to Sale.

  3. Select + Add Item and pick the product or service. Set its Qty and any Discount.

  4. Choose the Payment Method, then select the Record Sale button, which names the method.

Find a pet

Find Pet opens a pet's profile without leaving Mission Control for Customers & Pets.

  1. Open Mission Control and select Find Pet, from Actions when the header is compressed.

  2. Type the pet's name, the owner's name, an email address or a phone number.

  3. Select the pet, then View Profile.

Sell a package

Once you have packages, sell one or several without opening the customer's profile first. Several packs go on one payment.

  1. Open Mission Control and select Package, from Actions when the header is compressed.

  2. Select the pet whose owner is buying, then Continue to Purchase.

  3. Under Select Package, tick each pack the customer is buying. To sell more than one of the same pack, set Packs on its row under Selected packs.

  4. Choose the Payment Method.

  5. Select the purchase button, such as Purchase on Card Reader, and confirm.

If Package is not in the list, set up a package first. See Getting Started with Packages.

Book a stay

Once you have a stay service, book an overnight or by-the-hour stay from the same place.

  1. Open Mission Control and select New Stay, from Actions when the header is compressed.

  2. On Pets & Services, choose the pet and the stay service.

  3. On Timing, set the Check-in Date, Check-in Time, Check-out Date and Check-out Time.

  4. On Review, check the stay, then select Book Stay for and the pet's name.

If New Stay is not in the list, create a stay service first. See Getting Started with Services.

Enrol a pet in a course

  1. Open Mission Control and select Course Enrolment, from Actions when the header is compressed.

  2. Under Select Owner & Pets, choose the pet, or select New to add a customer first.

  3. Choose the Course.

  4. Select Enrol Now.

Block time

Block time for a team member or a resource so nothing can be booked into it, such as a lunch break or training.

  1. Open Mission Control and select Blocked Time, from Actions when the header is compressed.

  2. Under Block Time For:, choose Team Member or Resource/Location, then choose one or more in Select Team Members or Select Resources/Locations.

  3. Set the Start Date, End Date, Start Time and End Time.

  4. Optional: add a Label (Optional), such as "Lunch break".

  5. Select Create Blocked Time.

Get help

Get Help at the top of the screen opens Grazi, Petboost's assistant, with a way through to a person.

  1. Select Get Help, then type your question.

  2. To reach a person, select Speak with the team.

  3. Fill in the form, then select Send to the team.

Print the day's run sheet

The run sheet PDF lists the bookings on the sheet, for the bench or the van. Under This run sheet, the lists are only the resources, team members, services and categories that have a booking on it. They start switched on. Switch one off to leave those bookings out. A list with only one choice stays hidden. One card per page puts each booking on its own page. Compressed packs several bookings on each page. Include cover adds the overview page (appointment counts, revenue and the day's breakdown). No cover leaves that page out. Under Include on the run sheet, each switch adds or leaves out a detail on the bookings. The switches start on, and the dialog remembers them. It does not remember the This run sheet lists, which follow the bookings in view.

  1. Open Mission Control and choose the Run Sheet view.

  2. Open the Day or Week menu next to the date, then select Run Sheet PDF under Download. In the compressed header, Actions > Print Day Run Sheet does the same.

  3. Under This run sheet, leave a list all on, or switch off the Resources, Team members, Services or Categories to leave out. All on restores a list.

  4. Under Layout, select One card per page or Compressed.

  5. Under Cover page, select Include cover or No cover. Attention items applies only when the cover is included.

  6. Under Include on the run sheet, switch on the details you want on each booking. All on and All off set that whole group.

    • On each booking: Pet photos, Owner phone, Address, Price, QR code, Attributes & tags, Forms & custom fields and Note attachments

    • Notes: Internal notes, Customer-facing notes, Pet owner notes, Grooming preferences, Quick notes and Last visit

  7. Select Print. The PDF downloads.

Choose a view

Mission Control has up to 13 views. Stays shows only while a stay is active, Stay rounds only while a stay in progress has a round that day, Courses only while course sessions are in view, and Grid and the team and resource view only once bookings have team members or resources.

  1. Select a view in the toolbar.

  2. To hide or reorder views, open the Day or Week menu and switch views on or off under Views, or drag them into order.

View

What it shows

Pets

A card per booking with the pet first, grouped by start time. The view Mission Control opens on the first time

Workflow

A column for each status: Confirmed, In Progress, Ready to Pay and Checked out & Paid, with Pending, Stay Arrivals, Stay Departures and Complete & waiting when they hold bookings

List

Every booking as a row, grouped by Appointment status

Run Sheet

The same cards with notes and form answers opened out, and the printable run sheet

Photos

Large pet photos. Point at a tile to see the breed, age, weight, service, times and status

Roster

A row for each team member and resource, with the pets by start time

Grid

One tile per team member and resource, with pet photos, statuses and capacity. Not on phones or narrow windows

Stays

The stays active on the date

Stay rounds

Each stay's rounds and tasks for the date, one card per stay

Team Members, Resources or Resources & Team

A column for each team member, resource or pair. The name follows what the bookings have assigned

Services

A column for each service

Spotlight

Swimlanes for the queues you work through, such as Extra Special Care, Late to Arrive, No Card on File, First Visit, Photos & Notes to Send and Birthday. Empty swimlanes stay hidden

Courses

Course bookings only, grouped by course

In Workflow, switch off Drag Lock, then drag a card to a later column to accept it, check it in, check it out or take payment. A free booking, or one paid with package credits, is marked paid when you drag it to Ready to Pay. Dragging changes the status, never the time. See View Modes Explained for every view.

Switch between a day and a week

Day view is the default and shows one date. Week view shows a week, Monday to Sunday.

  1. Open Mission Control and open the menu beside the date, which reads Day or Week.

  2. Under Date Options, choose Day View or Week View.

  3. Use the arrows beside the date to move a day at a time, or a week at a time, starting on the Monday.

In week view, the weekday buttons SUN to SAT choose which days show. A filled button is shown, an outlined one is hidden, and a white dot marks today. Select a day to switch it on or off; the last day on cannot be switched off. For the current week, the days from today to Saturday start switched on, and for any other week, every day starts on, in both cases only the days your team members or resources work. The eye button hides or shows the row of weekday buttons.

Under On page load always, Stay on same date reopens Mission Control on the date you last viewed, and Go back to Today always opens on today.

To keep revenue and prices off a shared screen, open the Day or Week menu and switch on Hide prices. Prices stay hidden on that device until you switch it off.

Search and filter

The search box finds bookings by the owner's name, the pet's name, or a word in the booking's notes. Part of a name is enough, and the list updates as you type.

  1. Open Mission Control and type in Search customers, pets, notes....

  2. To filter, select Filter.

  3. Under Status, switch on the statuses you want to see. Only statuses with bookings on the dates in view are listed, each with its count.

  4. Select Apply Filters. Clear All removes every filter.

Depending on the bookings in view, Filters also offers Payment Method (Has Card on File or No Card on File), Service Type, Service Category, Pets with Special Needs, Individual Attributes, Appointment Location, Team Member, Vacancy, Resource, Time Range, Pet Suburb, Pet Breeds, Has Addons and Appointment Type. Group by sorts the bookings into groups, such as by status, start time, team member or resource, and Options holds Sort By: Arrival Time, Pet Name, Service Name, Stay Duration, Course Session and Internal Notes. Reset in the toolbar clears the search and every filter, and puts the sort, colours, grouping and weekday buttons back to their defaults. See Filtering & Organisation.

Use Mission Control on a phone or tablet

When the Mission Control area is narrower than about 1,046 pixels, such as on a phone, a tablet, a narrow browser window or with a side panel open, Mission Control switches to a layout with two tabs under the date.

  • Appointments opens first: the bookings in the view you chose.

  • Overview holds Daily Activity (the opening hours graph, Attention Required and Coming & Going), Admin Time Saved, Active Stays Now, Schedules for your team members and resources, courses, and Revenue Intelligence with the revenue cards.

The bar at the bottom of the screen has View, Search, Quick, Filters and Group. View and Group work on Appointments only. Search and Filters open full screen, and Group opens Group & Sort. Quick opens Quick Actions, where New Stay is named Create Stay. The run sheet is in the Day or Week menu at the top, under Download. Get Help stays at the top of the screen. In the List and Stays views, swipe a card left for its edit and cancel buttons, or right for its check-in button when the booking can be checked in. In Workflow, touch and hold a card before you drag it. Expand and Compress do not apply here, because the header cards sit on Overview.

Make Mission Control the first page your team sees

Petboost opens on Appointments unless you choose another page.

  1. Under Default Page on Load, select the page shown, then Mission Control.

The setting applies to your whole team. Default Page on Load sits beside the settings on a wide screen, and below them on a narrow one. A business that runs mobile services and has Trips can also choose Trips here.

Common first-time questions

Where did the calendar go?

It is still under Appointments in the sidebar. Mission Control is for running the day, the calendar for detailed scheduling and planning.

Can I still drag appointments to different times?

Use the Appointments calendar for time changes. In Mission Control, the Workflow view moves a booking between statuses, not time slots.

  1. Open Mission Control and choose the Workflow view.

  2. Switch off Drag Lock in the toolbar. It is on by default.

  3. Drag the card one column to the right.

Each drop runs the real action: In Progress checks the pet in and Ready to Pay checks it out. A drag to the left is refused, so a check-out is undone from the card with Undo Check Out.

Why don't I see all the quick actions?

Package, New Stay and Course Enrolment show only once you have packages, stay services or courses. When the expanded header has more than nine, the last button reads + and a number, and opens a menu of the rest. Run Sheet PDF is under Download in the Day or Week menu, and Print Day Run Sheet is in the compressed header's Actions menu.

How do I turn off the attention cards?

Select Compress in the header. Attention Required only shows on the expanded header, and it has no setting to switch it off.

Can I customise what shows?

Hide and reorder views under Views in the Day or Week menu, and choose what each booking card shows with Card content under Options, a layout the calendar shares. The sidebar cards show when they have data.

Does Mission Control replace the Appointments page?

No. Mission Control is built to be your main screen for the day, and the Appointments calendar stays for detailed scheduling. Use each for the task in front of you.

Next steps

Related documentation

Related FAQs

Did this answer your question?