Rounds & Tasks lists the day's work in one list: every pet in house at each round, with the team form to fill for it, and every task for the day, on a booking or for the business. Your team works through it on a tablet or phone instead of a paper pen sheet.

A round is a time of day your team goes round every pet, such as Breakfast at 7:30 am. A task is something to do that is not a question on a form, such as a nature walk bought as an extra, a bath before going home, a call to the owner, or bin day.

Rounds & Tasks is in every business's menu. It starts under Operations, and moves up to the main menu, under Mission Control, once your business has saved its rounds, sells stays, has an active team form due Every day or When needed, or has a task due in the next 7 days. To start using it, open Operations, then Rounds & Tasks. Forms and tasks are in the same list; to see only one, use Kind in Filter. Owners and admins set it up in Settings: select Actions, then Rounds and task settings.

A task never takes a slot or capacity, and nothing in Rounds & Tasks messages a client.

Each kind of work has one place in Petboost. Use this table to choose.

A form with Who fills it in set to Your client is an intake form. Do not use one for a team checklist: with Auto-send on, it goes to your clients.

An opening or closing checklist is a set of tasks for The business, one task per job, due every day.

Each job is ticked on its own, so you can see which jobs are done, who did them and when. A task you add has no tick list inside it; to tick each job, add each as its own task. The tasks also show on the calendar on Day and Week (see Where tasks show).

A task due Every day is due on every day of the week. On a day you are closed, use Skip with a reason from the row's menu, or set an Until date when the task should stop.

For a job that is not daily, choose another Repeats:

These are worked examples. Rename every round and task to the words your team uses.

A daycare booking is usually one day, so a team form or extra due every day is due once on it.

A salon works by appointment, not by round, so most of its tasks are for the business or for one booking.

Set your rounds once, and every team form on them is due at the same times. A change to a round's time, such as a later dinner in winter, is one edit.

Where each round runs lists, for each saved round, the services that put pets on it and the team forms due at it, each a link. A round a team form is due at cannot be deleted until you take it off that form.

The same page holds Feeding alerts and Stay summary (see below). Only owners and admins can change these settings.

Which rounds a pet is on comes from its service, not from the round.

A stay service with nothing saved is on every round. On arrival day it skips a round before the booking's check-in time, and on departure day a round after its check-out time. Any other service with nothing saved is on no round. To give a service the same schedule as another, use Copy from another service, then select Save.

The form is then due at each ticked round, for each pet a service puts on that round. To give the form its own times again, choose This form's own times and add the times.

The alerts on the rounds read a question by what it is used for, not by its wording. To set it:

Each form can have one question for feeding, one for medication, one for the health check and one for weight. The Daily stay log, Medication given, Health check, Stay set-up at check-in, Stay report card at check-out and Arrival condition check templates arrive with these already set.

A form with no question used for the health check still counts an answer of Requires attention on a question labelled Check.

Tasks come from three places:

An extra becomes tasks only when you choose how it is delivered. An extra with nothing saved, such as a grooming surcharge, is never a task.

The Extras card in Settings, Tasks lists every extra with its Delivered as, count, round and kind of job, and saves each row on its own.

If your team ticked a task on an extra that is now Not a task, the record is kept but the task no longer shows.

You can choose when an extra on a stay is delivered and who does it, booking by booking: a walk each night at Breakfast and Dinner, a hydro session on Tuesdays and Fridays. Each visit is one on the stay's invoice, and on its day the extra is a task for the pet on Rounds & Tasks with its price, so your team sees it is a paid extra.

The extra's quantity is now its number of visits, and the line shows them, such as Each night, Breakfast, Dinner, 6 visits. To change them, select Change next to the extra, or the schedule on its invoice line. Remove schedule puts the extra back to how its service is delivered. One extra can be scheduled for up to 60 visits.

While you add an extra to a stay, an extra set to repeat (Each night, Every day, Days of the week or Every few days) moves with the stay if you change its dates there. Pick days, and a day with its own times, keep their days. An extra already on the booking keeps its days when the stay's dates change, including when the stay is moved on the calendar: the extra shows how many visits are outside the stay's dates, and Change moves them.

When you edit a booked stay, the extras already on it are listed under Already on this stay and saved as they are. Schedule or change them on the booking's Tasks card or invoice.

To add an extra or product during a visit, tap the pet's row and select Add an extra in its details. The booking opens with a new line on its invoice for that pet, set to that day and round. Choose the extra, check the price and save the invoice as usual. The extra then shows on the round as a paid extra.

A scheduled extra is a task even when its service is Not a task. If the stay moves off a scheduled day, or the invoice charges for more visits than are scheduled, those visits are spread over the stay with no round, so every visit the client pays for is on the list. On the row and in its details, Extra shows the price of one visit, or Extra, included when a pack or membership covers it.

A task rule reads as a sentence, such as "On departure day, for stays of 5 nights or more, on Boarding, add Departure bath as an Activity task."

A stay service can set its own number of nights for the departure bath, in the Rounds & Tasks card on its Duration & Timing tab. It applies only while the departure bath rule is on.

In Rounds & Tasks the pet list is every pet booked that day, including a pet with nothing due yet. Cancelled, declined and no-show bookings are left out.

The change applies to every day the task is due. What your team already ticked or skipped stays. To change who does it, use Assign or Reassign.

Only a task added by hand can be edited or deleted, and deleting it also deletes what was ticked or skipped on it. A task from an extra or a rule goes when the extra is removed from the booking, the stay is shortened or the rule is changed. If your team already ticked or skipped it, it stays on the list marked Taken off the booking.

Just me shows only when your login email matches a team member's email. If it does not, an owner or admin sees Link your login to your team member to use Just me. Select Link my login to open Team Members, then add your login email to your team member.

Each view shows the same work, with the same grouping and filters. A view shows only when the day has something for it.

A desktop opens on List grouped by round, then room. A tablet opens on Grid when your business has rounds, and on Pets when it does not. A phone opens on List. Each device remembers the view you choose. To open on a view every time, select Actions, then Open on and the view.

Grouped by Round on today, the list is in this order:

Each group shows how many are done. With Hide done on, done work folds away behind Show done. Another day lists every round in time order. A business with no rounds sees Overdue, Today and Any time today.

The circle at the start of each row is the button:

Tap the row to open its details beside the list: the pet and owner, the booking, the room, the instructions, what was done on each day of the stay, the booking's internal notes, and every action. The row's menu has Skip with a reason, Assign or Reassign, Take this one, Instructions, Correct, Open booking and, on a task added by hand, Edit and Delete, each where it applies.

If a row was skipped by mistake, open its menu or its details and select Undo the skip. The row is due again.

The pet's care instructions show wherever you act on the pet: in its details, above the questions when you fill a form (here or from the booking's team forms), and on its card in Pets. You see any foe it shares a room or team member with (Keep apart from or Foe:), its quick notes, its attributes, care attributes first, and its filled custom fields, where your intake forms put feeding and medication answers. A Pets card shows up to three attributes, then how many more; select Pet details to show the custom fields. To change what shows, edit the pet's quick notes, attributes or custom fields on its profile.

What shows follows the job when your business has tagged its fields and attributes with Shows when:

The pen sheet prints the tagged facts for each form under the form's name, one line per pet. To tag a pet field, open it in Fields & Forms, Pet Fields, and choose under Shows when. To tag one of your own attributes, edit it in Attributes & Rules.

A row shows up to three alerts, then how many more: Call the owner, Dose missed, Needs attention, Not eaten with the hours, Overdue or Taken off the booking.

When a round is due, Up next shows it with its first pet still to fill. Select Start round: the form for the first pet opens, and each save opens the next pet still to fill, in the list's sort order. Close the form to stop. Mark all good fills every answer with its best option, for you to change any that are not.

To name the team member walking a round today, open a form on that round and choose them under Walked by. Every form on that round that day goes to them, and the name prints on the pen sheet. Walked by shows when your business has more than one team member.

Dragging never marks anything done, and never moves a form to another round.

To mark several tasks done at once, select Bulk edit, tick the tasks, then use the bar at the bottom: Mark done, Assign or Skip. Only tasks can be ticked.

Select the menu beside the date, then Week. The week runs Monday to Sunday, with each day's count of done work at the top; tap a day to open it. In a week, List and Board show every day, grouped by Day to start. If the week shows tasks only, the page says Rounds show per day. Open a day to see them. Open a day to fill its forms.

On a wide screen, a panel on the right shows Up next, and, closed until you open them, Progress by person, Alerts and Coming and going. Select a person to see only their work, or an alert to open it. Select Hide sidebar to close the panel.

On a phone, the date stays at the top and the bar at the bottom holds the rest: View for the view, Day or Week, and Group by; Team for whose work; Add for a new task; Filter; and Actions.

Your team sees where each answer came from in a row's details. The client never sees these markers.

An answer your team typed or changed has no marker. A carried forward feeding answer never counts as eaten, so the Not eaten hours keep counting through it.

My day on Me is a team member's own rounds and tasks for today: the Rounds & Tasks list with only their work, in the same buckets, with Start round and Add task. It is the first view on Me when you have work today, and where a phone opens. On a day with nothing for you, Me opens as usual.

A task about a pet shows on that booking:

A task for the business shows on the calendar on Day and Week: a task with a time sits at that time in its team member's column, and a task without one sits in a Tasks row under the headers. Tap it to tick it or read it. It cannot be dragged and never takes a slot. To hide these, switch off Show tasks in the calendar's view options. To add one, select an empty slot, then Task: in a team member's column, the task comes with that time and that team member under Who does it.

To see the day's rounds and tasks on the calendar, switch on Show rounds in the calendar's view options. It is off until you switch it on, and the calendar remembers the choice on this browser. Rounds never take a slot and cannot be dragged.

On Day and Week, choose where rounds sit:

Hide done rounds is on by default and leaves out items that are done or skipped. Select a chip to open the form or the task, then fill it or tick it there. Four or more items at the same time and place share one chip; select it to see the list.

On the timeline, a stay's bar shows a tick for each round while the pet is in, and how many are done on that day. Select it to see that day's items.

On Mission Control, the Stay rounds view shows one card per stay in on the selected day, with that day's rounds grouped by time. Tick or fill each row from the card. The view shows when at least one stay in has a round that day, not counting done rounds while Hide done rounds is on. In Week, it follows the selected day.

Change the hours under Feeding alerts in Settings, Rounds. The alerts are for your team. Petboost never messages the owner because of one.

If the rounds do not load, the page says Alerts are off until the rounds load. Select Try again.

The alerts show in Rounds & Tasks, on the booking's Rounds & reports card, on Mission Control's cards, and as Rounds to fill today, Pets not eating, Doses missed and Tasks overdue in Attention Required.

The PDF has one page per round, with every pet by room and boxes to tick for Ate, Poo and Meds given, and space for initials and notes. A pet already filled in shows its answers instead of empty boxes. If you have no rounds, Pen sheet opens Settings, Rounds to add them. The Grid view shows the same rows on screen.

When a stay is checked out, Petboost puts one stay summary on the client's booking. It has the team form answers the client can see, day by day, photos, the weight on arrival and on the day they go home, and the extras delivered. It never shows a price. A stay with no answer the client can see has no summary.

The summary is published once, at check-out. Petboost does not send a message about it.

On the stay's appointment, the Stay summary card shows every report on the stay, each marked Customer-facing or Internal, with Publishes at check-out before check-out and Published with the date after. Internal reports and Business Only answers stay with your team.

To stop publishing stay summaries:

See Team Forms to create the forms your team fills on a round.