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Mission Control FAQ

Common questions, troubleshooting and good habits for Mission Control. Each answer names the controls as they appear in Petboost.

General questions

What's the difference between Mission Control and Appointments?

Mission Control is for running the day:

  • Quick actions, in Actions or on the expanded header

  • Attention Required, the list of what needs action

  • Up to 13 views of the same bookings

  • A layout for phones and tablets

  • The revenue cards in Intelligence

The Appointments calendar is for scheduling and planning:

  • Day, Week, Month and Timeline views, with bookings laid against the clock

  • Moving a booking to another time by dragging it

  • Grouping by team member or resource, and multi-day stays across their days

Start your day in Mission Control, and use the calendar when you need the time slots. See Getting Started with Mission Control.

Can I still use the calendar view?

Yes. Appointments is still in the sidebar. Mission Control works beside it rather than replacing it.

Does Mission Control work on mobile?

Yes. When the Mission Control area is narrower than about 1,046 pixels, on a phone, a tablet or a narrow window, it has:

  • Appointments and Overview tabs under the date

  • A bar at the bottom of the screen with View, Search, Quick, Filters and Group

  • Touch and hold to drag cards in Workflow

  • Swiping on the cards in List and Stays

  • Full-screen Search and Filters

  • Every view except Grid

How do I access keyboard shortcuts?

Mission Control has no keyboard shortcuts of its own. These work anywhere in Petboost:

Can I set Mission Control as my default page?

Yes. Petboost opens on Appointments unless you choose another page, and the choice applies to your whole team.

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

Can I drag appointments to reschedule them in Mission Control?

No. Dragging in Mission Control changes a booking's status, such as from Confirmed to In Progress in Workflow, never its time. To move a booking to another time or date, drag it on the calendar.

  1. Open Appointments and choose Day, Week or Timeline.

  2. If Drag Lock is on, open the view button and switch it off under When you drag.

  3. Drag the booking to its new time.

For a Service Supporter, the calendar's Drag Lock is always on. See View Modes Explained.

Can I see calendar events and appointments in the same view?

Mission Control shows bookings, not a calendar. It lists appointments, stays and course sessions, with stay arrivals and departures in Workflow and on Coming & Going, and each team member's and resource's blocked time on their card under Team & Resources in the sidebar.

For everything laid against the clock, blocked time included, use the Appointments calendar in Day, Week, Month or Timeline, grouped by team member or resource.

How do I put a meeting or job that isn't a booking on a team member's day?

Add it as a task for the business, with a time and the team member under Who does it. A task never takes a slot, so bookings still go in around it, and nothing is sent to a client.

  1. Open Appointments in Day, grouped by team member.

  2. Select an empty slot in their column at the time, then Task. The time and the team member are filled in.

  3. Under Task, give it a name, such as Team meeting or Vet run, and choose What kind of job.

  4. Optional: choose how it Repeats, such as Every few days, every 7 days, for a weekly meeting, and add Instructions.

  5. Select Add task.

You can also add one from Rounds & Tasks with Add task: if For shows, choose The business, then set the Time and Who does it.

The task shows in their column on the calendar at that time, in the Tasks section of the Mission Control sidebar in the day view (choose them under Whose work), under My day on their Me page, and in Rounds & Tasks. They tick it when it is done. See Rounds & Tasks.

If no one should be booked with that team member during it, add Blocked Time with a label instead. Blocked time stops bookings, but it is not ticked off and does not show under My day.

View modes

Which view mode should I use?

It depends on your business and the task in front of you.

Business

Start with

Then

Daycare

Pets or Workflow

Resources

Boarding

Stays or Resources

List

Mobile grooming

Team Members

List

Training

Pets or Team Members

List

Several services

List or Workflow

Resources & Team

Several locations

Resources

Resources & Team

List suits any business, because it shows every booking with its details. See View Modes Explained.

How do I save my preferred view?

You do not need to. Mission Control opens on the last view you chose in the browser you use, with the grouping you last used for it.

Why can't I see the drag lock toggle?

Drag Lock shows only on the views where you drag cards: Workflow, Team Members, Resources or Resources & Team, Services and Roster.

  1. Choose Workflow in the toolbar.

  2. Switch Drag Lock off to drag cards, or on to stop them moving. It is on by default.

Switching Drag Lock off on Workflow also shows Express Drag, which charges the card on file with no payment review when you drag a booking to Checked out & Paid. It switches itself off when you close the tab. On a phone, the lock and its switch sit beside the Appointments and Overview tabs, on Workflow, the team and resource view and Roster.

Can I drag appointments on mobile?

Yes, in Workflow.

  1. Open Mission Control, select View in the bottom bar and choose Workflow.

  2. Switch off the lock beside the Appointments and Overview tabs.

  3. Touch and hold a card for a moment.

  4. Drag it to a later column and let go.

The status changes when you drop the card, as it does on a computer.

Why do I see the same appointment twice in Resources & Team view?

A booking can show in more than one column. When its services have different team members or resources, each column shows the part assigned to it. A booking with more than one resource appears once for each resource. A booking with both a team member and a resource sits in the shared column for that pair, such as Sarah + Grooming Station 2, not in the team member's or the resource's own column.

If that is confusing, filter to one resource under Filter, or use List, Pets or Workflow, which do not split bookings by resource.

How do I customise which columns show in List view?

List has no columns to choose. You change what it shows by grouping and sorting it, and Card content under Options sets what the booking cards show in views such as Pets.

  1. Open Mission Control and choose List.

  2. Select Group by and switch on a grouping, such as Appointment status, Start time, Team Member, Resource, Service, Service Category, Course or Internal notes.

  3. Open Options and choose under Sort By: Arrival Time, Pet Name, Service Name, Stay Duration, Course Session or Internal Notes.

Mission Control remembers the grouping and the sort in your browser. For a table of bookings with columns you can export, use Appointments Deep Dive on the Appointments tab of Reporting & Intelligence, which has Export CSV. See Filtering & Organisation.

Can I customise the columns in Workflow view?

No. The status columns are fixed, and you can see them on Workflow.

  1. Choose Workflow in the toolbar.

The columns are Confirmed, In Progress, Ready to Pay and Checked out & Paid, with Pending, Stay Arrivals, Stay Departures and Complete & waiting only when they hold bookings. Ready to Pay also holds Payment Declined bookings. Complete & waiting holds bookings that auto-complete has finished, and you cannot drag a card into it. There is no Ready for Pickup column. Cards only move forward: to send a card in Ready to Pay back, select it and choose Undo Check Out, which returns it to the status it held before check-out.

How do I use the Stays view for boarding?

Stays lists the stays active on the selected date, and appears only while one is.

  1. Open Mission Control and choose Stays.

  2. Optional: to see the guests arriving and leaving across the week, open the Day or Week menu and choose Week View.

Each stay's badge says where it is in the stay.

Badge

When

3 nights • Check-in Today

The pet arrives today (green)

Day 2 of 5 • Stay

The pet is part way through

3 nights • Check-out Today

The pet leaves today (amber)

Stays uses the List rows and is grouped by Resource unless you change it, so each room's guests sit together. Book a stay with New Stay in Actions, or Create Stay under Quick on a phone. The Active Stays Now card in the sidebar shows the pets part way through a stay.

Why don't I see the Stays view?

Stays appears only while a stay is active on the selected date, whether or not you have stay services. If a stay is active and it is still missing, open the Day or Week menu and switch Stays on under Views.

How do I see which kennels are occupied for boarding?

Use the resource view, or filter by how full each resource is.

  1. Open Mission Control and choose the view named Resources or Resources & Team.

  2. To list only the full or empty rooms, select Filter and switch on Fully vacant, Partially occupied or Fully occupied under Vacancy.

Each resource's column is headed by its name and a count of pets. Vacancy counts each resource's bookings against its capacity, and a resource with no capacity set is never Fully occupied. Stays grouped by Resource, and Grid with a tile per resource and its capacity, also show who is in each room. For the week, switch to Week View. See Resource Capacity Management.

How do I prevent overbooking kennels?

Give each room a capacity, and make the boarding service require a room. Online bookings then stop at that number.

  1. Open Resources and select Manage on the room.

  2. Choose Capacity.

  3. Set Pets at a Time, such as 1 for a single suite.

  4. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

Then link the rooms to the boarding service:

  1. Open Services, then Manage on the service and Manage Service.

  2. Choose Team & Resources.

  3. Under How should resources work for this service?, choose Required and select the rooms.

  4. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

Pets at a Time is how many pets can use the room at the same moment, not how many it takes in a day. Your team can still book past it by switching off Magic Availability Check in the booking form and setting the times by hand, and Petboost shows a warning such as Fully booked at this time.

Can I see a report of kennel utilisation?

Yes. Capacity & Utilisation, in Reporting & Intelligence, measures how much of each team member's and resource's available hours were booked.

  1. Open Reporting & Intelligence and choose Team.

  2. Scroll to Capacity & Utilisation and select Deep Dive.

  3. Select Run Capacity Analysis.

  4. Optional: choose Resources only beside Show: to see just your rooms.

For the day itself, use the resource view, Grid or Vacancy in Mission Control. See Capacity Utilisation.

Resources & Team is too cramped on my screen. What should I do?

Every team member, resource and pair gets its own column, so this view needs a wide screen or a tablet in landscape. Scroll sideways to see more columns, filter to one team member or resource, or use a larger screen.

Attention system

What do the attention indicators mean?

Attention Required has one row for each kind of thing that needs action or extra care, grouped under Bookings, Payments, Care today and Records. Select a row to open its list.

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

  2. Select a row.

The rows you see most often are listed below.

Row

What it counts

Requests to accept

Bookings waiting for you to accept or decline them

Status to update

Bookings overdue for a status change

Unfinished online bookings

Online bookings started and left unfinished, and sign-ups with no finished profile

Unpaid

Bookings, sales and cancellation fees still unpaid, and what the bookings owe

Packages used up and Packages running low

Customers booked in who are out of package credits, or have used 80% or more

Medical needs

Pets booked in with a major or minor care attribute outside the behavioural ones

Behaviour notes

Pets booked in with a major or minor behavioural trait attribute

Birthdays

Pets whose birthday falls between 7 days ago and 14 days from today

No vaccination record, Vaccinations expiring and Vaccination uploads to review

Vaccination records missing, expiring within 28 days, or uploaded for you to check

Not desexed

Pets over six months old recorded as not desexed

Terms not agreed

Upcoming bookings where the customer has not agreed to your terms

Other rows appear when they apply, such as Intake forms not filled and Ready to check out. A row shows only when its count is above zero, and each dialog opens with a sentence saying what its list counts. The colour on a row's icon and count sets the categories apart and carries no priority. Items clear themselves once the problem behind them is fixed. On a phone, the card is on Overview under Daily Activity. See Attention System for every row.

How do I chase customers who have not agreed to my terms?

  1. Open Mission Control and select Terms not agreed in Attention Required.

  2. On a card, select Send SMS request.

  3. Optional: to send several, switch on Bulk SMS Mode, tick the cards, then select Send SMS to and the number of clients.

Terms not agreed lists one card for each upcoming booking whose customer has not agreed. The buttons need a mobile number on the customer, and each send is logged on the customer's Timeline & Notes tab. Customers also see your terms first thing when they sign in, and a customer at the desk can agree on Kiosk Mode. Full steps: Policies & Paperwork.

How do I see which appointments have unpaid balances?

Unpaid lists them with the amount owing.

  1. Open Mission Control and select Unpaid in Attention Required.

  2. Read Unpaid bookings, split into Card on File and No Card on File, with the total to collect.

To see the unpaid bookings for the date in the view itself, select Filter and switch on Ready to Pay and Payment Declined under Status. To take several payments at once, see How do I bulk charge all completed appointments?

Why am I seeing outstanding payment alerts?

Unpaid counts a booking that ended in the last 180 days without being paid, whether its status was left at Confirmed or In Progress, or it reached Ready to Pay, Ready to Review or Payment Declined. It also counts quick sales and packages waiting on a payment link or bank transfer, and cancellation fees still owing.

To have fewer of them:

  • Take payment at pick-up

  • Take a card on file when customers book, and switch on automatic charging

  • Use Bulk Payment Mode at the end of each day

How do I bulk charge all completed appointments?

Bulk Payment Mode charges the card on file for several bookings in one go.

  1. Open Mission Control and select Unpaid in Attention Required.

  2. Switch on Bulk Payment Mode.

  3. Tick the bookings to charge, or select Select All. Nothing is ticked until you choose, and the total for the ones you ticked shows beside the count.

  4. Select Charge, which reads with the number of cards, such as Charge 3 Cards.

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. 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. Bulk charging works the same on a phone, on the Overview tab. See Attention System.

What's the difference between medical and behavioural attention?

  • Medical needs counts pets with a major or minor care attribute outside the behavioural categories, such as an allergy, a chronic condition or a medication, or one of your Major care or Minor care custom attributes. A finished booking leaves the list. Brief your team and prepare what the pet needs.

  • Behaviour notes counts pets with an attribute in a major or minor behavioural trait category, such as separation anxiety or reactivity. A finished booking leaves the list. Plan the handling and give the pet to experienced team members.

The colours do not rank them: both need reading before the pet arrives.

How far ahead does birthday tracking show?

Birthdays covers birthdays from 7 days ago to 14 days ahead, so you can plan for the ones coming up and catch the ones just missed. Each pet is marked with its birthday today or how many days away it is. The pet needs an accurate date of birth on its profile.

Selecting the Birthdays row filters the board to those pets. On the cards, Text shows an upcoming birthday as an icon by the name; point at it for the number of days. To show the countdown on the card, open Options > Card content and select Label beside Birthday, or choose Badges. See Customise Appointment Cards.

A detail has disappeared from the booking cards. Where did it go?

Nothing is removed. Each detail on the cards, such as the birthday countdown, vaccinations, tags, the owner or the team member, is set in Card content:

  1. Open Mission Control and select Options.

  2. Under Colour Mode, select Card content.

  3. Under Show on the card, switch the detail on. To show it as a labelled badge instead of an icon, select Label beside it, or choose Badges under Show details as.

The layout is saved in each browser, so a device the team has not set up still shows the standard card. Reset to Default brings the standard card back. See Customise Appointment Cards.

A pet appears under Medical needs but shouldn't. What do I do?

Check the pet's attributes, and remove the one that no longer applies.

  1. Open Customers & Pets and select Manage on the pet.

  2. On the Petprint card, select the cross on the attribute.

The attribute is removed straight away, and the pet leaves Medical needs once no major or minor care attribute is left outside the behavioural categories. See Pet Attributes.

Can I dismiss attention items?

Most items cannot be dismissed. They clear themselves when the problem behind them is fixed:

  • An unpaid booking clears once it is paid

  • A package alert clears once the package is topped up with Top Up Package

  • A status action clears once the booking moves to the right status

  • A medical or behavioural item clears once the attribute is removed from the pet

Unfinished online bookings are the exception: select Delete or Dismiss on them.

What's considered "overdue" for status changes?

Status to update counts a booking still Confirmed or In Progress more than 30 minutes after its end time, and a booking at Ready to Pay or Payment Declined. 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.

Filtering and search

Can I filter Mission Control by team member?

Yes, in three ways.

  1. Open Mission Control and select Filter.

  2. Under Team Member, switch on the team member.

  3. Select Apply Filters.

The filter shows only that team member's part of a booking with several services. To see everyone side by side instead, choose the Team Members view, a column for each team member with Unassigned last, or group List by Team Member under Group by. Search does not match team member names.

For one groomer's unpaid bookings, filter to them under Team Member, then switch on Ready to Pay and Payment Declined under Status. See Filtering & Organisation.

Why aren't my filters showing results?

Each section of Filter you use narrows the bookings further, so two sections together can leave nothing, such as Cancelled under Status with a team member who had no cancellations.

  1. Open Mission Control and select Filter.

  2. Switch off one section at a time until bookings appear, or select Clear All.

How do I clear all filters at once?

Clear All, in Filters, switches every filter off. Reset, in the toolbar, does more.

  1. Select Reset.

Reset clears the search and every filter, sets Sort By to Arrival Time and the colours to their defaults, puts the grouping of List or Pets back to its default when you are on one of them, and puts the default weekdays back in week view.

What does the filter count badge mean?

The number beside Filter counts the options switched on. Each status, team member, resource, category or other option counts one, and Time Range, Appointment Location and Has Addons count one each. The search box is not counted, and a severity under Pets with Special Needs counts once for each attribute it covers.

For example, Confirmed and In Progress under Status and one team member under Team Member show 3.

How do weekday filters work in week view?

In week view, the weekday buttons SUN to SAT choose which days show.

  1. Open Mission Control, open the Day or Week menu and choose Week View.

  2. If the buttons are not showing, select the eye button beside the date.

  3. Select a day to switch it off or on.

A filled button is shown, an outlined one is hidden, and a white dot marks today. For the current week, the days from today to Saturday start switched on; for any other week, every day. Either way, only the days your team members or resources work start on. At least one day stays on. Reset, or moving to another week, puts the defaults back.

Why isn't search finding a pet I know is booked?

Check these in turn:

  1. The date: the booking must be on the date or week at the top of the page.

  2. The weekdays: in week view, the booking's day must be switched on.

  3. What search matches: the owner's name, the pet's name and words in the notes, not phone numbers, email addresses or service names. Part of a name is enough, and capitals do not matter.

  4. Filters: a filter can hide it. Select Reset and search again.

  5. Cancelled bookings: these show only with Cancelled switched on under Status.

To find any pet by the owner's phone number or email, use Find Pet in Actions.

Can I save filter combinations?

Mission Control keeps your filters, the grouping of each view and the sort order in the browser you use, even after you reload the page, until you change them. There are no named sets of filters to switch between, and the search box is not kept.

Revenue and intelligence

How do I see today's revenue at a glance?

The revenue cards sit under Intelligence in the sidebar.

  1. If the sidebar is hidden, select Sidebar.

  2. Open Intelligence, then choose Collected or Earned above the cards.

On a phone, the same cards are under Revenue Intelligence on the Overview tab.

Card

What it shows

Payment Collection

Expected for the date, split into Collected and Outstanding, with the amount still to collect

Payment Methods

The money collected, by how it was paid, such as Card on File, Cash or Bank Transfer

Revenue Mix

Total, split into Single Bookings, Recurring and Package Credits

Service Mix

The services booked in each service category, with their number and money

Payment Collection and Payment Methods show to owners and admins, and Service Performers and Service Supporters see none of the money cards. The figures change as bookings are paid through the day. See Dashboard Intelligence & Analytics.

Can I see week-over-week comparison on the dashboard?

Yes. Each revenue card, and the opening hours graph, has vs. Prev Week.

  1. Open Mission Control and open Intelligence.

  2. On a card, select vs. Prev Week. Select Today to go back.

View

Compares with

Day view

The same weekday last week, such as this Tuesday and last Tuesday

Week view

The previous Monday to Sunday

The comparison shows last week's figure beside this one, with the change as a percentage and an up or down arrow. It is offered only when last week had bookings. In week view, only the weekdays switched on are counted.

Why doesn't my revenue match my accounting?

Mission Control counts bookings for the date, and your accounts count payments and sales.

  • Expected on Payment Collection includes bookings not yet paid

  • On Earned, a stay's money is spread across its nights rather than counted on the day it was paid

  • A service covered by a package credit carries no price on the booking, and the package's own sale is not a booking, so it is not counted here

  • Product sales are not counted

  • Payments can land on a different day from the booking

Use Mission Control for running the day and comparing one day with another, and your accounts or Reporting & Intelligence for financial reporting.

What's included in revenue calculations?

Included: bookings with the status Pending, Confirmed, In Progress, Ready to Review, Ready to Pay or Paid.

Left out: cancelled bookings, no-shows included, and declined, payment-declined, refunded, voided and blocked bookings, along with sales of products and packages.

A service covered by a package credit counts at no price, because the package was paid for when it was sold.

How do package redemptions affect revenue?

When a customer uses a package credit, the service it covers carries no price on the booking, so it adds nothing to the day's money. The money came in when the package was sold, which Mission Control's cards do not count.

Revenue Mix lists these bookings under Package Credits, with what they charge on top of the credit, such as an extra the package does not cover.

What's the week-over-week comparison?

vs. Prev Week compares the date with the same weekday last week, or in week view the whole week with the previous Monday to Sunday. See Can I see week-over-week comparison on the dashboard?

Performance and data

How often does Mission Control refresh?

Mission Control does not refresh on a timer. What you do in it shows straight away, and the counts on Attention Required update as you work. A change made elsewhere, such as an online booking or another team member's edit, shows when you reload the page.

Can I manually refresh the data?

Yes: reload the page in your browser. Your view, grouping, sort and filters stay as they were, and so does the date unless you chose Go back to Today under On page load always. Mission Control has no refresh button of its own.

Why are some appointments missing from Mission Control?

Work through this checklist.

  1. The date: check the date at the top of the page, and move with the arrows beside it. In week view, check you are on the right week.

  2. Filters: a number beside Filter means filters are on. Select Filter, then Clear All.

  3. Status: cancelled bookings, no-shows included, show only with Cancelled switched on under Status.

  4. Weekdays: in week view, the booking's day must be switched on.

  5. Search: a word in the search box hides every booking that does not match. Delete it.

  6. The booking: open Appointments and find it there, to check it exists and is not cancelled.

Bookings left over from a cancelled recurring series never show on Mission Control, even with Cancelled switched on. See them on the calendar or on the customer's profile. If a booking is on the calendar but not on Mission Control after all of the above, reload the page.

How do I check kennel occupancy for the week?

Combine a resource view or Stays with week view.

  1. Open Mission Control and choose Resources (or Resources & Team), or Stays.

  2. Open the Day or Week menu and choose Week View.

  3. Optional: leave only the days you care about switched on, such as FRI, SAT and SUN for the weekend.

In week view, each room's column holds its bookings for the week, and Stays shows the guests arriving and leaving across the week. Vacancy under Filter and Grid show how full each resource is. For the week laid out day by day, use Appointments in Timeline with Week, grouped by Resources.

Why are some appointments missing?

See Why are some appointments missing from Mission Control? The usual causes are the date, a filter, a cancelled status, a weekday switched off in week view, or a word in the search box.

Does filtering affect performance?

No. Search, Filter, grouping and sorting work on the bookings already loaded for the date or week, so they fetch nothing new. If Mission Control is slow, check your connection and your browser, and contact support if it stays slow.

Phones and tablets

How do I navigate on mobile?

On phones, tablets and narrow windows, two tabs sit under the date:

  1. Appointments opens first: the bookings in your chosen view.

  2. Overview holds Daily Activity (the opening hours graph, Attention Required and Coming & Going), Admin Time Saved, Active Stays Now, Schedules, courses and Revenue Intelligence.

The bar at the bottom of the screen has View, Search, Quick, Filters and Group. View and Group work on Appointments only.

What are the two mobile tabs?

Appointments:

  • The bookings in the view you chose

  • View opens Select View, with every view except Grid

  • Search, Filters and Group in the bottom bar

Overview:

  • Daily Activity: the opening hours graph, Attention Required and Coming & Going

  • Admin Time Saved

  • Active Stays Now, while a stay is under way

  • Schedules: your team members and resources

  • Courses, when you run them

  • Revenue Intelligence: the revenue cards. Hidden for Service Performers and Service Supporters

How do I access quick actions on mobile?

  1. Open Mission Control and select Quick in the middle of the bottom bar.

  2. In Quick Actions, choose the action.

Quick Actions holds Quick Check-in, New Customer, New Appointment, Quick Sale, Find Pet, Bulk Photos, Package, New Stay, Course Enrolment and Blocked Time. Package, New Stay and Course Enrolment show only once you have packages, stay services or courses. Run Sheet PDF and, for admins, CSV of This Day or CSV of This Week are under Download in the Day or Week menu next to the date, on every screen size. Get Help is at the top of the screen, not in Quick Actions.

Can I use all view modes on mobile?

Every view except Grid. Select View in the bottom bar to open Select View: Workflow (with touch and hold to drag), Pets, List, Run Sheet, Photos, Roster, Stays, Stay rounds, the team and resource view, Services, Spotlight and Courses, as they apply to the day.

On a phone, List, Workflow and Pets read best. Team Members and Resources work too, and Resources & Team has many columns, so it needs a tablet in landscape.

Can I compress the header on mobile?

No. Compress and Expand are on a wide screen only. On smaller screens, the opening hours graph and the other cards sit on the Overview tab, so the Appointments tab shows the bookings without them.

What if Search or Filters won't open on my phone?

  1. Select Search or Filters in the bottom bar. Each opens full screen.

  2. If it does not open, reload the page.

  3. If it still does not open, clear the browser's cache for Petboost, or close and reopen the browser or the Petboost icon on your home screen.

  4. Contact support if it keeps happening.

Best practices

Morning workflow recommendations

  1. Open Mission Control and select Expand.

  2. Work through Attention Required: collect the payments you can and note the customers with no card on file.

  3. Open Medical needs, Behaviour notes and Birthdays and brief your team, giving the complex cases to experienced team members.

  4. Check Packages used up and Packages running low for top-up conversations.

  5. Switch to Workflow or Pets to see who arrives when, and check Team in the sidebar for who is in.

End-of-day checklist

  1. Open Mission Control and select Unpaid in Attention Required.

  2. Collect the outstanding payments with Bulk Payment Mode, and follow up the failed charges one by one.

  3. Check Status to update and move any booking still in the wrong status.

  4. Check Outstanding on Payment Collection in Intelligence.

  5. Move the date to tomorrow and check the special care rows, so food, equipment and staffing are ready.

Efficient filtering strategies

  • Start broad, then narrow. Begin with no filters, then add a status, a team member or a severity one at a time.

  • Search first for one pet or owner. Type part of the name, then clear the box when you are done.

  • Match the filter to the job, for example:

    • Payments: Ready to Pay and Payment Declined under Status

    • Special care: High Severity under Pets with Special Needs, grouped by Start time

    • Sharing out work: the Team Members view with Confirmed under Status

View mode recommendations by business type

Business

Main view

Also useful

Dog daycare

Pets, to see which dogs are coming

Workflow for check-ins and check-outs

Boarding

Stays, to manage the guests

Resources for rooms, and week view for the days ahead

Mobile grooming

Team Members, to share out the van runs

List grouped by Team Member

Training

Pets, to see the students

List grouped by Service, and Courses for classes

Several services

Workflow, for the stages of the day

Resources & Team, and grouping by Service

In the morning, check Behaviour notes for handling needs before daycare dogs arrive.

Keyboard shortcuts for power users

Mission Control has no keyboard shortcuts of its own. Cmd+K (Mac) or Ctrl+K (Windows) opens the Quick Command Centre anywhere in Petboost, and Esc closes dialogs and sheets.

Troubleshooting

Mission Control isn't loading

  1. Reload the page with F5 or Cmd+R.

  2. Clear your browser's cache and cookies for Petboost.

  3. Try another browser, such as Chrome, Firefox or Safari.

  4. Check your internet connection.

  5. Switch off browser extensions, as some ad blockers get in the way.

  6. Contact support if none of these work.

Filters not working

  1. Open Mission Control and select Filter.

  2. Select Clear All, then switch the filters back on one at a time, checking the bookings after each.

  3. If the count beside Filter looks wrong, reload the page.

Remember that each section narrows the others, and that switching on Time Range filters nothing until you have set both Start Time and End Time.

Can't find an appointment

Check each of these:

  • The right date or week is at the top of the page

  • No filters are on, and the search box is empty

  • In week view, the booking's day is switched on

  • Its status is not cancelled, or Cancelled is switched on under Status

  • It exists on the Appointments calendar

Drag and drop not responding

  1. Check Drag Lock is off: the toolbar shows an open lock. Dragging while it is on makes the lock flash instead.

  2. Check you are on a view you drag in, such as Workflow for statuses. List and Pets do not drag.

  3. On a phone or tablet, touch and hold the card before you drag it.

  4. Drag to a later column: cards only move forward.

  5. Reload the page, or try another browser.

Mobile bottom nav not showing

The bar at the bottom of the screen appears only 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. On a wider screen, the same controls are in the toolbar above the bookings. If the bar should show and does not, reload the page.

Revenue numbers seem wrong

  • Package credits: a service covered by a credit counts at no price

  • Cancelled bookings: not counted

  • Unpaid bookings: counted in Expected and Outstanding on Payment Collection, not in Collected

  • Collected or Earned: check which is chosen above the cards

  • The dates: check the date or week, and in week view which weekdays are switched on

Mission Control shows the bookings' money for the day, and your accounting shows the payments you received. Both are right for their own purpose.

Getting more help

Contact support

  1. Open Mission Control and, if the header is compressed, select Expand.

  2. Select Get Help to open Grazi, Petboost's assistant, and describe the problem.

  3. To reach a person, select Speak with the team, fill in the form, then select Send to the team.

The team replies in the panel and by email, usually between 8:00am and 6:00pm AEST. You can also email [email protected], and read the guides on Petboost Academy.

Feature requests

Send an idea for Mission Control through Get Help: select Speak with the team, describe what you would like, then select Send to the team.

Documentation

Mission Control guides:

Related guides:

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