Petboost Business

Managing Customers & Pets

Getting Started with Customers & Pets

Managing Customer Profiles

Customers & Pets FAQ

Simulation Mode: see what your customers see

Profile fields, the form builder, visibility, and what forms cannot do

Custom Fields and Intake Forms

Create forms, templates, preview as client, frequency, and When to collect

Intake Forms Guide

When to collect, send, resend, once per client, and silent booking

Sending Forms to Clients

View, attach, detach, and follow up on form submissions

Form Responses

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

Breed Browser

Customers & Pets

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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