For Businesses
Tools, tips, and how-tos for teams running on PetPocketbook
117 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 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?
My mobile app keeps opening to a date in the past and not today
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?
How do I search for a specific client?
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?
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?