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 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.
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, ensuring 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 quickly check in pets for daycare services only.
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 note 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.
