For Businesses
Tools, tips, and how-tos for teams running on PetPocketbook
107 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?
How do I set up reminders for when staff are falling behind on appointments?
Do you have GPS Tracking?
How do I turn on report cards?
How do I set up online payments through PetPocketbook?
How do I add or update the bank account where I'd like to be paid?
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?
Can staff approve their own appointments?
[Beta] Can I set a capacity limit for services?
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 see my upcoming appointments?
Where do I see my canceled appointments?
How to block off days when I'm not available
How do I re-assign an appointment to a different staff member?
Is there a way for staff to request time off through PetPocketbook?
Is there an easy way to access a client's profile from my schedule?
How do I create and send report cards?
What staff permissions are available in PetPocketbook?
My mobile app keeps opening to a date in the past and not today
Is there an easy way to bulk reassign a bunch of appointments from one staff member to another?
What is the difference between cancelling and archiving appointments?
Can I save a backup copy of my schedule?
Where can I find and manage appointment requests on mobile?
Can I assign a primary sitter to a client?
Can staff approve their own appointments?
How do I use the new overnight booking beta?
How to block off days when I'm not available
What's a Form 1099-K, and should I be receiving one from PetPocketbook?
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?
Can I message clients through PetPocketbook?
Can I send a mass email to all of my clients through PetPocketbook?
Can I create a custom distribution list of clients to email through PetPocketbook?
Do I have to login to see or reply to messages in PetPocketbook?
Is there a mobile app?
Can my clients review and sign my agreements through PetPocketbook?
Can I have my team check in when they arrive and check out when they finish an appointment?
Will my clients see everything that I add to their profiles?
How do I see appointment and pet details on my phone?
Can I do payroll through PetPocketbook?
How is tip allocated to my staff?
How do I read my payroll breakdown?
Can I customize the fields in my client profiles?
How do I search for a specific client?
How do I create custom pricing for a client?
How should I set up packages in PetPocketbook?
Do you offer 24/7 support?
How do I remove a client’s custom pricing?
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 my clients edit their own profiles?
How do I search for a specific client?
Can I add a link to PetPocketbook from my website?