If you have just started working with the software, or if you have spent time managing it, you may not know some of the incredible features that it includes.
With this mini-tutorial we hope you can make the most of the software and help you even more with the management of your business.
It is so easy and you do not need to exit the software.
If you click on the email address of a client, the email manager will open automatically with the address already selected to send an email to that customer.
If you press on your phone a call is initiated or on your WhatsApp, the app opens.
note: Call and Wahtsapp options require the device to make calls or send WhatsApp. Here you can check more info about this.
By clicking on the button "Locate on the map", the location appears in Google Maps. In this way, it is possible to calculate the route, distance, and see the address in detail.
If the customer has an invoice pending payment, an alert box with the information will be displayed. In this way, before making a new reservation or service, you will see on that same screen if the client has pending payments.hotel
You can assign a color to quickly identify a booking/check-in/service/... or a customer/animal/...
You choose the colors and how to use the color flags.
In my business there are special customers and I apply then different rates/prices. I use colors to identify them: friends, VIPs, partners, regular customers, ...
In my business, bookings must be paid in advance and I use a color to identify paid and pending bookings.
I use a color to identify problematic customers , who always cancel appointments or unpaid bills.
Some animals have a behavior or requirement and I want to identify them with a special color. For example to females in heat, to aggressive animals, to puppies, to animals that they need medication/surveillance.
In my hotel, I have few spare rooms and I am going to move animals to other rooms. I identify those check-in with another color.
In my pet grooming , we offer special services that require specific material and I identify them with a special color: for example the relaxation treatments are carried out in the "Spa" room. Or to determine the duration, difficulty or any other parameter I use special colors.
Or any other parameter that you consider interesting. It's up to you.
If every time you do a new service you offer your clients legal or informative documents, service's conditions, data protection, exclusion of responsibility, ... you will know that it is not an easy task.
So that you do not forget any document, you do not have to search it on your computer, etc. .. you can configure the documents in the software and every time you make an entry, reservation or exit the corresponding documents will be displayed.
When you make a new Nursery booking, the "document of prior information and veterinary requirements"
When you make a Hotel check-in, the documents of "Conditions of stay" and "Legal conditions"
When you make a new sale, the document "Conditions of sale", ...
This is just an example, you can configure as many as you need.
The software includes auto-completion fields whenever possible, thus, just by starting to write a ZIP code, auto will fill the country an state if it's posible
Just by starting to write a breed, all matches appear and you just have to select it. This is very easy since you do not have to write the complete breed and also avoid writing errors (for example Yorkshire, yorki, ..)
You can search an animal or customer with just insert 3 letters: You do not need to write Stephany, just write STE already appears
And also, you can do complex searches (using the + symbol), if you know, for example:
The animal is called Simpson and he is a Male
The animal is a Golden Retriever and its owner is called Anna
For example, this list of clients is sorted Alphabetically by name, but you can change it and it is ordered by the address, location, ... simply by clicking on the corresponding field in the header of the table.
note: If you press again changes order: descending - ascending
You can also export the information in .xls format, so you can open it using Excel and in this way create your own custom reports, combine fields, correspondences and much more.
In the option Reports > select the information you want, for example customers, animals, accounting, billing, ... and click on the Export button:
If you do not, you can use the app on any device, anywhere. For example:
You receive a call from a client, who wants to make a booking, while you are on your way to home: you can access from your mobile and write down that booking
You are at home and you want to check the agenda (or diary) for tomorrow before going to bed: you can use your home computer or your tablet, for example, to do it
It is not necessary that you are in your business. You can access from anywhere
Generate reports, calculate percentages, predict the evolution of the business using algorithms, ... are complicated tasks, but knowing that information is vital for you and for the proper progress of your business
Therefore, the software takes care of it and offers you all the information about your business, updated in real time and even the forecast and estimate based on the data from previous years.
You can see, for the selected day, the scheduled appointments, the pet training services you have done, how many animals and the money you have earned (or billing):
The events that you have recorded for today, the appointments, the tasks and their priority, and any notice for customers, animals, suppliers, ... all notices together on the same screen.
The training services planned for that day:
If you have to call Anne next week, include a notice, and the software will remind you on the day indicated.