The Home View is an essential tool for efficiently managing daily operations, keeping your team organized, and ensuring that your pets receive the best care. With its intuitive layout and task management features, it helps you provide a seamless experience for both your clients and staff.

Check pet status

The Home View is divided into four tabs based on the pet's current status. This allows you to easily track the progress of pets and ensure that no task is overlooked.

Expected pets

View a list of pets expected to arrive on the current day, streamlining the intake process and ensuring a smooth transition for clients and pets.

  • Quickly check in pets with just one click,
  • Click on "3 dots" to take payment/deposit, or cancel the appointment.

In-store pets

Track pets that are currently in your care. This helps your team stay on top of daily responsibilities.

  • View detailed information about each pet, such as their services, special needs, and feeding/medication requirements.
  • Go to "3 dots" to < Book again> or print cards.
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“In-house” Pets are categorized differently based on appointment dates.
For Today’s Appointments: Pets will only move from the “expected” tab to the “in-house” tab after they are checked in.
Example: If a pet has an appt for today but hasn’t been checked in yet, it will remain in the “expected” tab. Once checked in, it will be moved to the “in-house” tab.
For Future Appointments: When viewing future dates, the system will show pets as “in-store” if their appt includes that specific day.
Example: If you’re viewing the pet scheduled for October 10th, a pet with a reservation from October 9th to October 11th will appear as “in-store” on October 10th, regardless of checking in or not.

Going home today

Identify pets who are on the last day of their stay. This tab helps you stay organized and ensures a smooth checkout experience for clients.

  • Plan for their departure, ensure all services are completed, and prepare them for pick-up.

Finished pets

View pets that have finished their services and are fully paid.

  • Check for any final details, such as payments or updates to the pet’s status, before marking the service as complete and preparing them for client pickup.

Daycare quick check-in

For walk-in clients, the Daycare Quick Check-In feature speeds up the check-in process, ensuring an efficient drop-off experience.

  • Click on Daycare Quick Check-In to select the service type and pet, enabling you to check in pets for daycare services only quickly.

View weekly summary

Gain insights into your business performance by clicking on View Service Summary. This feature offers key metrics to help you monitor the effectiveness of your operations.

  • Counted by Appointment Number: Get a summary of the total number of appointments scheduled within the week.
  • Counted by Pet Number: View the total number of pets serviced during the week, providing you with valuable data to assess demand and staffing needs.

Printed Cards

Customize the printed cards used for various purposes in your business. The Printed Cards section allows you to modify and tailor the information that appears on appointment, stay, and activity cards.

Appointment card

Displays details about the scheduled services and client information.

Stay Card

Provides a summary of the pet’s lodging arrangements and care schedule, ensuring clients are informed.

Activity Card

Outlines the pet's daily activities, feeding, and medication details, offering a detailed overview for clients and staff alike.

Task Management

The Task Management feature helps you keep track of daily tasks and responsibilities for pets and staff. It offers an organized approach to managing both scheduled and ad-hoc tasks.

Navigate to the top of the home view to access the task list, where tasks are categorized by Category or Schedule.

You can assign tasks to specific staff and add notes to the task.

Once clicked on the checkbox, it will pop up the Task Actions:

  • Bulk Assign: Assign tasks to multiple staff members simultaneously.
  • Mark as Incomplete: If a task is not completed on time, you can mark it as incomplete for follow-up.
  • Mark as Completed: Once a task is finished, mark it as completed to update your workflow.

Automatic Task Creation: Tasks are automatically added when inputting feeding and medication schedules or adding add-ons without an assigned staff member.

To manage staff's access to the task list, go to settings > staff > Role settings.

Incident Management

The Incident Management Feature allows businesses to record, track, and manage incidents that occur in the store. Incidents may include fights, injuries, biting, sudden illnesses, or any other notable events involving pets. This feature ensures compliance with state regulations that require businesses to maintain detailed records for reference.

Add Incidents

To log new incidents for individual pets, go to:

  • Home view: On the appointment list, click on 3 dots to "Add incident".
  • Calendar view: On the appointment details, click on 3 dots to "Add incident".

Fill out the incident form with the following details:

  • Pet: Locate the pet for which you want to log an incident.
  • Incident Type: Select from predefined options (e.g., fight, injury, biting, illness).
  • Date and Time: When the incident occurred.
  • Additional Details:
    • Was a staff member injured? Select Yes or No
    • Was any pet injured? Select Yes or No
    • Did a vet visit occur? Select Yes or No.
  • Description: Provide a detailed description of the incident.
  • Actions Taken: Document any steps taken to address the incident (e.g., first aid, vet visit).
  • Attachment: Click or drag the file to upload evidence or other images.

View Incident Records from pet profiles

Access a history of incidents for each pet.

  1. Go to the Pet Profile of the specific pet.
  2. Click the Add Incident button.
  3. Fill out the incident form as described above.
  4. Click Save to log the incident.

You can edit incident details by clicking on the "Edit" widget as well.

View Incident Reports

Create detailed reports for clients and pets: Go to the Reports section > Select Client insight > Choose Incident Report.

Incident records are stored indefinitely unless manually deleted. Check your state's regulations for specific retention requirements.