For Businesses
Tools, tips, and how-tos for teams running on PetPocketbook
123 articles
- How do pet parents request appointments online?
- How do I add a new service?
- How do I set up a different rate for additional pets?
- How do add-on services work?
- How do I update the policies and settings for each category?
- How do I add a cancellation policy?
- Can I set a cut-off time for appointment requests?
- Can a fee automatically be added for late bookings?
- Can I automatically add a fee for off-hours services?
- Can I set up an automated surcharge for weekends and holidays?
- How do I set up or change my time windows?
- How do I require my team to check in and check out of every appointment?
- Do you have GPS Tracking?
- How do I turn on report cards?
- I'm based in Canada, and I don't have a 9-digit routing number. How do I add my bank account?
- How do I charge clients sales tax, GST, or HST?
- [Beta] Can I set a capacity limit for services?
- How do I add my company logo?
- How do I change my prices?
- How do I add a new staff member?
- How do I check or change the access level given to a staff member?
- What staff permissions are available in PetPocketbook?
- How do I set up staff compensation?
- Can staff approve their own appointments?
- How do I set up reminders for when staff are falling behind on appointments?
- How do I remove a staff member from my account?
- How is tip allocated to my staff?
- How do I get paid as a staff member?
- Can I add a second staff member to an appointment?
- Can I message clients through PetPocketbook?
- Can I create a custom distribution list of clients to email through PetPocketbook?
- Can I send a mass email to all of my clients through PetPocketbook?
- Will my clients see everything that I add to their profiles?
- Can my clients review and sign my agreements through PetPocketbook?
- How do I create custom pricing for a client?
- How do I search for a specific client?
- How do I remove a client’s custom pricing?
- Can my clients edit their own profiles?
- How do I add an appointment to my schedule?
- How do I approve or decline an appointment request?
- How do I add a repeating appointment?
- How do I edit a repeating appointment?
- How do I view my schedule?
- Where do I see my canceled appointments?
- How do I re-assign an appointment to a different staff member?
- How to block off days when I'm not available
- What is the difference between cancelling and archiving appointments?
- Where can I find and manage appointment requests on mobile?
- Is there an easy way to bulk reassign a bunch of appointments from one staff member to another?
- How do I use the new overnight booking beta?
- Is there an easy way to access a client's profile from my schedule?
- How do I create and send report cards?
- Can I save a backup copy of my schedule?
- Can I assign a primary sitter to a client?
- What's a Form 1099-K, and should I be receiving one from PetPocketbook?
- How do I waive a cancellation fee?
- How can I see what's been deposited into my bank account?
- What are Instant Payouts?
- How long does it take for online payments in PetPocketbook to get deposited into my bank account?
- What are service fees, and how does this help me?
- How can I export my client information for marketing campaigns?
- How can I see the estimated total for an invoice before services?
- I just got hired. How do I create a staff account for myself?
- Do I have to login to see or reply to messages in PetPocketbook?
- Is there a mobile app?
- Can I have my team check in when they arrive and check out when they finish an appointment?
- How do I see appointment and pet details on my phone?
- Can I do payroll through PetPocketbook?
- How do I read my payroll breakdown?
- Can I customize the fields in my client profiles?
- How should I set up packages in PetPocketbook?
- Do you offer 24/7 support?
- How do I stop sending invoices to a client by email?
- How do I change which notifications my clients receive from PetPocketbook?
- How do I remove a human or pet from a client's family profile?
- How do I add a contact without an email address?
- Will my clients see everything that I add to their profiles?
- Can I add a link to PetPocketbook from my website?
- Can I view all the report cards I've ever sent to a pet parent?
- How can I see what my pet parents see?
- Can I remove a group announcement that has already been sent?
- Do you offer mileage tracking?
- Can clients add special requests or notes for specific walks?
- How do I add access instructions for my pet parents?
- Do you have a referral program?
- Understanding GPS tracking accuracy and route reliability
- Website not loading properly? Here's how to clear your browser cache
- Marking all messages as read
- How do I review and edit invoices before they go out?
- How do I edit an invoice that's already been sent to my client?
- How do I charge a client before services?
- How do I close out a bill early?
- How do I delay the billing date for a draft invoice?
- How do I update or edit the information that is displayed on all of my invoices?
- What billing frequencies can I choose from?
- Can I delete a draft invoice?