User Guides
Petboost Business User Guides
195 articles
- Usage Tracking and BenefitsWhen uses deduct, $0 lines, Checking benefits, and calendar rings
- Managing MembersMembers list, add, pause, cancel, move plan, and refunds
- Creating Membership PlansCreate plans, member limit, billing weekday, multi-pet pricing, and regenerate terms
- Memberships OverviewWhat memberships are, vs packages, and the rules that catch people out
- Memberships FAQBilling, included uses, member limit, refunds, and what Petboost will not do
- Membership Billing and PaymentsBilling weekday, mid-week join, Stripe refunds, and retries
Appointments
Everything about managing appointments
- Managing Appointments
- Getting Started with Appointments
- Calendar Views & Navigation
- Managing Appointments
- Payment Processing
- Recurring Appointments
- Stay Appointments
- Appointments FAQ
- Using the Booking Form
- Report Cards
- Appointment Statuses Guide
- Availability Troubleshooter
- Calendar Overview
- Un-cancel & Appointment Recovery
Customers & Pets
Managing customer and pet profiles
- Managing Customers & Pets
- Getting Started with Customers & Pets
- Managing Customer Profiles
- Customers & Pets FAQ
- Simulation Mode: see what your customers see
- Custom Fields and Intake FormsProfile fields, the form builder, visibility, and what forms cannot do
- Intake Forms GuideCreate forms, templates, preview as client, frequency, and When to collect
- Sending Forms to ClientsWhen to collect, send, resend, once per client, and silent booking
- Form ResponsesView, attach, detach, and follow up on form submissions
- Cleaning Up Records
- Migrating Your Data to Petboost
- Emergency Contacts
- Grooming History
- Timeline & Notes
- Pet Activity Timeline
- Pet Attributes
- Pet & Owner Profiles - Complete Guide
- Recurring Series Timeline
- Sales & Payments
- Tags
- Breed Browser
Services
Configure your service offerings
- Managing Services
- Getting Started with Services
- Service Configuration - Pricing, Payments, Duration & Timing
- Team & Resource Assignment
- Booking Settings & Availability
- Services FAQ
- Stay Check-in & Check-out Windows
- Service Pricing Guide - Complete Reference
- Service Types - Complete Guide
- Linking Forms to ServicesLink forms from form Settings, When to collect, and once-per-client rules
- Service prerequisites
- Pricing Assistant
- Complimentary extras
- Add-Ons - Upselling & Revenue Enhancement
- Internal-Only Services
Resources
Manage locations, kennels, rooms, and equipment
Team Members
Add and manage your team
Settings
Configure your business settings
- Business Settings
- Getting Started with Account Settings
- Booking Configuration
- Lifecycle Automation
- Notifications
- Policies & Paperwork
- Payment Settings
- Settings FAQ
- Kiosk Mode
- Business Hours
- Conversion Tracking
- Booking Links & Deep Linking
- The Booking Rules Spectrum
- Bulk Operations
- Enterprise Multi-Location
- Google Review Requests
- Holiday and Weekday Pricing
- Launch Wizard
- Public Holidays
- Referral Program
- Self-Service Readiness Checklist
- Your Booking Page
- Schedule Setup and Health Check
- Quick Command Centre
- Roles & Permissions
- Payouts and bank account
- Business details
- Branding
- Duration and timing
- Recommendations
- Service categories
- Membership categories
- Account Health Check
- Product updates
Customer Journey
Complete communication timeline for customer interactions
Reporting & Intelligence
Business intelligence, analytics, insights, and deep dives
- Reporting and Intelligence Overview
- Getting Started with Reporting and Intelligence
- Overview Tab
- Appointments Tab
- Customers Tab
- Team Tab
- Services Tab
- Financial Tab
- Geographic Intelligence (Map Tab)
- Understanding Insight Cards
- Compare and Forecast
- Filters and controls
- Reporting and Intelligence FAQ
- Day View Tab
- Week View Tab
- Packages Tab
- Memberships Tab
- Marketing Tab
- Capacity Utilisation (Team & Financial tabs)
- How we count
- Revenue targets
- Team Recap
Billing & Payments
Getting paid, automatic payments, cards on file, and invoices
Travel
Closed beta mobile run sheets, map, and Magic Optimise (future paid booster)
Marketing & Sales
The marketing and sales tools: the Marketing Hub, the Health Board, and Social Studio
Communications & Messaging
SMS, inbox, bulk send, and Communications Booster
Mobile App
Add Petboost to a phone or iPad home screen
What Petboost doesn't do
Features Petboost does not offer, and the alternative
- Split Payments (What Petboost Doesn't Do)
- How to Manage Timesheets & Payroll (What Petboost Doesn't Do)
- How to Integrate with Accounting Software (What Petboost Doesn't Do)
- Using Square, Tyro or Your Bank's EFTPOS Instead of Stripe (What Petboost Doesn't Do)
- How to Run Email Marketing Campaigns (What Petboost Doesn't Do)
- How to Manage Retail Inventory (What Petboost Doesn't Do)
- Custom Forms and Advanced Form Needs
- White-Label Branding (What Petboost Doesn't Do)