Attention Required puts the bookings, pets and payments that need action and the pets that need extra care in one card, with every row the same weight. Work through it first thing, so a payment problem or a medical need is known before the pet arrives rather than at pick-up. Items clear themselves once the problem behind them is fixed.

A row shows only when its count is above zero. The rows sit under four headings, Bookings, Payments, Care today and Records, plus Pinned for pinned pet attributes, two to a line when the card is wide enough. Each heading is its own small card showing its first two rows; when it holds more, a + button with the number left opens a menu of every row under that heading. Each row opens its own dialog with the same name as the row, a sentence saying what the list counts, a count of items, and the entries in collapsible groups. All Clear means nothing needs you. On a phone, the card is on the Overview tab under Daily Activity.

Each row's icon and count are coloured to set the categories apart at a glance. The colour carries no priority, and the label stays the same colour on every row.

The row of pet photos in the card's header opens Pets needing attention, every pet on the card in one list with the reason or the amount owing. Select a pet there to open its booking's Quick Actions.

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 rows below are listed under the heading they sit under on the card.

A booking that has ended counts under Unpaid when money is owing, or Ready to check out when there is nothing to pay, rather than under Status to update. A booking covered in full by package credits stays under Status to update. A package credit counts as used once its visit is under way or finished, so credits reserved for future visits still count as left. Feeding needs have no row of their own: record them as a pet attribute, and a major or minor care one counts under Medical needs. Medical needs and Behaviour notes list a booking only until it is finished: once it is Ready to Review, paid, cancelled or declined, the pet leaves both.

Rounds to fill today, Pets not eating, Doses missed and Tasks overdue open Rounds & Tasks rather than a list, where your team fills the round or ticks the task. When Rounds & Tasks is not in your menu, Pets not eating and Doses missed open the first booking with one instead. The not-eaten warning is 24 hours unless you change it under Feeding alerts in Settings, Rounds. See Rounds & Tasks.

Clear Unpaid at the end of the day, or whenever several bookings are waiting to be paid.

Unpaid holds up to four groups. Unpaid bookings lists the bookings, split into Card on File and No Card on File, with the total to collect in a green badge. Sales and packages awaiting payment lists quick sales and package purchases paid by link or bank transfer and not yet paid. Cancellation fees owing lists cancelled bookings with a fee still owing. Pay on Arrival not taken lists checked-in bookings whose arrival payment could not be taken (card declined, no card, Stripe not connected, membership payment failed, or started automatically), with the amount to take on the booking. A booking lands here when it ended without being paid, whether its status was left at Confirmed or In Progress, or it reached Ready to Pay, Completed or Payment Declined.

A customer with no card on file cannot be charged automatically after the visit, so ask for card details before the next one.

Petboost charges each card in turn and shows Processing Payments as it goes. Bulk Charge Complete then lists Successful Charges, where the customer was emailed a receipt, and Failed Charges, where the customer received an SMS that the payment failed. A card can fail for reasons such as insufficient funds, an expired card or a bank decline, so contact those customers, ask for another way to pay, and try again once it is sorted. To mark the ticked bookings paid another way, select Use a different payment method and choose Send Payment Link by SMS, Send Bank Transfer Request, Mark as Paid via Bank Transfer, Mark as Paid via Cash or Mark as Paid via Other EFTPOS. Back to Charge Card on File returns to charging cards. If your plan does not include payments, the bulk controls show Unlock Payments instead.

Accept a batch of online bookings at once rather than one at a time.

Bulk Confirm Complete lists each booking under Successfully Confirmed, where the booking was confirmed and the customer notified. A booking whose deposit has not been paid is held, not confirmed: it stays Pending and is listed under Waiting on a deposit, where you choose Request deposit, which texts each owner a link to pay it, Confirm without deposit, which confirms the booking and leaves the deposit on the invoice, or Leave pending. To accept a single booking, select it and choose Accept Appointment in Quick Actions. Switching Bulk Confirm Mode off without confirming leaves every booking as it was.

Reach out to someone who started booking online and stopped before the end.

If the booking has no pet yet, Petboost searches Customers & Pets for the phone number instead. Unfinished online bookings groups the entries into New customers, Existing customers for existing customers, and Unfinished profiles for sign-ups that never finished. To act on several at once, tick them or select Select All, then choose Delete (Dismiss for existing customers), or, on the two abandoned booking groups, Send Recovery, which opens each recovery message in turn.

Check a certificate the owner uploaded before it counts as proof. This applies when your business requires certificates to be reviewed and approved.

When you leave Don't notify the owner unticked, a rejected certificate goes back to the owner with a request to upload a new one.

Ask owners by text for what is missing before the booking.

The buttons need a mobile number on the customer. A card under No vaccination record carries a Critical badge and names the fields missing from an incomplete certificate. A Terms Not Agreed card shows Terms Required and the booking's date, one card per upcoming booking. The terms SMS includes a sign-in link that opens the appointment terms dialog, and a successful send writes Terms & conditions request SMS sent on the customer's Timeline & Notes tab. Customers also see your terms first thing when they log in, and a customer at the desk can agree on Kiosk Mode. Full steps: Policies & Paperwork.

Vaccinations expiring marks each certificate Expiring soon with how many days are left. Remind the owner to renew the vaccination or arrange a titer test.

Each card shows the package, whether the customer has a card on file and the visits the credits paid for. Contact customers on Packages running low before they run out. See Customer Package Balances.

Medical needs, Behaviour notes, Not desexed and Birthdays list the pets that need extra care or a word with the owner. In Medical needs and Behaviour notes, the attributes that put each pet on the list show under its booking, with the pet's name when the booking has more than one pet. Select a pet to see its Quick Actions, or use View Next Appointment and View Profile on its card.

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

A row normally shows only when its count is above zero. Pin a row or a pet attribute to keep it on screen at 0.

A short routine keeps the card clear.

Through the day, check the card after check-outs to see payments clear, and before departures so no pet leaves unpaid. Anyone on the team can use the special care rows before a pet arrives; bulk charging needs payments set up, and roles that do not see financial data do not see the amount owing on Unpaid.

The card has no settings to choose which rows show, but what you keep up to date decides what it counts.

Payments are not being taken when pets leave. Take payment at pick-up, switch on automatic charging, capture a card when customers book, and use Bulk Payment Mode more often.

Check the pet's attributes. Remove or change the major or minor care attribute if it is out of date or wrong.

Check the pet's date of birth on its profile. Birthdays needs an accurate date, and only covers birthdays from 7 days ago to 14 days ahead.

Selecting Birthdays filters the board, and the cards follow your Card content layout. In Text, an upcoming birthday is an icon by the name; point at it for the number of days. To show the countdown on every card, open Options > Card content and select Label beside Birthday, or choose Badges. See Customise Appointment Cards.

Most items clear on their own once the problem is fixed, such as the payment taken, the terms agreed or the package topped up. Unfinished online bookings are the exception: Delete or Dismiss removes them.

Refresh the page. Counts update as you work, but can need a refresh after a bulk action. Requests to accept counts bookings, while its list heading counts pets.

No. Print the list or take a screenshot for reference.