Team Recap sits at the bottom of the Overview, Day View and Week View tabs in Reporting & Intelligence. Each one recaps its own period: Day View that day, Week View that week, and Overview the date range you have selected. Petboost writes the recap with AI from that period's figures. On Overview the revenue is earned revenue from the nightly figures; on Day View and Week View it is the money collected.
The recap is text you copy and send. Petboost does not send it anywhere for you.
Write a recap
Do this when you want to send your team a summary of the day or the week.
Open Reporting & Intelligence and choose Week View, Day View or Overview.
Set the day, week or date range you want.
Scroll to Team Recap.
Select Generate Team Recap.
Read the recap, then select Copy & share with team.
Paste it into your team chat, an email or a message.
The button reads Copied once the recap is on your clipboard.
Check: Read the recap before you send it. It is written from your data, so it is only as accurate as the bookings and payments recorded for that period. An appointment left unpaid or a booking not checked out shows up in the recap the same way it shows up everywhere else.
A recap stays on the device you are using for seven days, so opening the same period with the same tone and sections shows it again. To write a fresh one, select Regenerate. On a narrow screen, Customise and Regenerate show as icons only.
Choose the tone and sections
Do this before you generate a recap, or to write it again for a different audience.
Open Reporting & Intelligence and choose Week View, Day View or Overview.
Under Team Recap, select Customise tone & content. Once there is a recap, select Customise instead.
Under Tone, choose Numbers & metrics, Quick recap or Full colour.
Under Include, switch each section on or off.
Select Generate. The button reads Generate again while a recap is showing.
Petboost remembers your tone and sections for the business on the device you use.
Tones
Tone | What you get |
Numbers & metrics | Customers, pets, revenue and service counts |
Quick recap | Short and scannable by the team |
Full colour | Pet names, breeds, the moments worth mentioning and team callouts |
Tip: Pick Quick recap for a daily message to the floor, Numbers & metrics for a weekly note to a business partner, and Full colour when you want the team to read something they enjoy at the end of a hard week.
Sections
Include lists these sections:
Revenue & financials
Appointment pipeline
Service breakdown
Team performance
Alerts & issues
Daily breakdown, on Week View, and on Overview for a range longer than one day
Client & pet detail, off until you switch it on
New clients
Turn off anything you do not want your whole team reading. Revenue & financials is the usual one to drop when the recap goes to the floor rather than to an owner.
Client & pet detail adds senior pets (8 years and over) and pets that needed special care. With Full colour, it also gives the recap your pet, breed and owner names. New clients adds the period's first-time bookings.
Client & pet detail and New clients read the period's bookings, so they work on Day View and Week View when the period has appointments. On Overview, and on a period with no appointments, they stay greyed out.
If nothing generates
Generate Team Recap stays disabled when the period has no appointments other than cancelled ones, and the card reads No appointment data for this period. Pick a period with bookings in it.
If it is disabled on a period that does have bookings, check you have at least one section switched on under Include.
If a recap cannot be written, the card shows an error with Try again. A recap that takes longer than 45 seconds stops with Request timed out. Try again.