Open it from Run an Account Health Check, the last card on All Settings, or from the Account Health Check card on the Overview tab of Reporting & Intelligence.
The result is saved in the browser you ran it in, for that business. The page then opens on your last result, with Last checked and how long ago above it.
Run a health check
Run it for the first time, or again after you change something.
Open Account Health Check.
Select Run health check. Once a result is saved, select Run again instead.
Read Overview, then select See the checks.
Read Checks, then select See your action plan.
Run again keeps the items you marked as done. Setup checks read your settings as they are now, so running it again straight after a change shows the change. Behaviour checks use the last 30 days of bookings, so they move more slowly.
What it checks
The 13 checks are Service list, Booking form friction, Reminders & automation, Payment setup, Weight limits, Branding, Team & schedule, Booking interval, Recurring bookings, Online booking adoption, Cancellation rate, Account setup and Service naming.
Recurring bookings, Online booking adoption and Cancellation rate use your last 30 days. The rest read your current account settings. A setting changed on a single service is not assessed, so the check may not reflect it.
Two findings point at a booking that cannot happen as set up:
Team & schedule shows One service cannot be booked yet, or the number of services, when a service requires a team member or a resource on every booking but has none linked, so it shows no times. Open Team & Resources opens the first one's Team & Resources tab, where you link one or stop requiring one.
Weight limits shows Weight is not checked at booking when your services have weight ranges but Require pet weight is off, so a customer never gives a weight and every size shows. Require pet weight opens Policies & Paperwork, where you turn it on.
Two more findings are being switched on business by business. If you do not see them, ask us in chat:
Prerequisite cover appears once a service has a prerequisite. It shows, for example, Some pets can book Half Day but not Assessment when the assessment takes dogs up to 16kg and the day takes dogs up to 35kg, and Open Assessment opens the assessment's Who Can Book. Assessment can't be booked online is advice only, because you may arrange that first visit yourself, and its button opens the assessment's Booking Settings. See Service prerequisites
No abandoned-booking recovery also shows when Email you: abandoned bookings & unfinished profiles is off, and Turn on the alert opens that switch on Notifications
Overview
Overview gives you the headline: a score out of 100, shown as a percentage with a grade from A to D, then one line telling you whether anything needs doing. It reads Your account is in great shape when every check passed, or names the number of things to look at.
A score of 85 or more is grade A, 70 or more is B, 50 or more is C, and anything lower is D. A check that could not run does not count towards the score, and a check whose only findings are smaller tweaks lowers it only a little.
Working well underneath lists what is already right. Read it. It is the part that tells you which of your settings to leave alone.
Checks
Checks lists every check by name with its result, the ones that need attention first:
Badge | What it means |
Healthy | Nothing to do |
Could be better | Worth a look when you have time |
Needs attention | Fix this one |
Not enough data | Petboost could not score it, usually because there were no recent appointments to measure |
A check marked Needs attention or Could be better carries a Fix button that takes you straight to the screen that sets it.
Work through the action plan
Action plan is the list you work from. Do these first holds the more serious findings, and Worth considering holds smaller tweaks and things to think about.
Open Account Health Check and select Action plan in the steps.
On an item, read what is wrong and the fix, then select its button to open the screen that sets it.
Once you have made the change, select Mark as done on the item.
Each item names what is wrong, why it matters and what to do, with a button onto the right screen. For example, Online booking is switched off carries a Turn on online booking button. When online booking is on but some services are still off, Service list shows an item such as Pet owners can't book 4 of your 12 services online, and its Switch them on button opens the list on Booking Settings to switch them on in one go. An item marked done reads Done and dims, so you can come back to a half-finished list without losing your place. When every check passed, the action plan reads Nothing to action.
Clear & start again deletes the saved result and the ticks, and the page goes back to Run your first health check.
Share it or get help with it
Both buttons sit above the action plan.
Save PDF downloads the whole report, named after your business: the score, the action plan and every check with its status. Send it to a business partner or a bookkeeper, or keep a record of where you started.
Ask Grazi how to fix these opens Grazi with your score and findings already in the question, asking for step-by-step help with each one, so you can ask about a specific item without typing it out. It shows only when there is something to action.
How often to run it
Run it when something changes: after you launch, after you add or reprice services, after a quiet month, or before a busy season. Between those, monthly is plenty. The behaviour checks move on your own recent bookings, so running it twice in a day with no change in between tells you nothing new.