How to make the most of the software?

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.

software animal send email to customers

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.

More info about WhatsApp:

Clic here

If you type the address and click Save, the GoogleMaps map will appear with that address.

hotel for dogs customer information and GoogleMap

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

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.

For example:

  • 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.

software grooming contracts and documents

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, ..)

software breed selector

You can search an animal or customer with just insert 3 letters: You do not need to write Stephany, just write STE already appears

software animal hotel search customer

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

  • ....

search software for animals

More information on ordering and search engines:

Clic here

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. 

If you press again changes order: descending - ascending

how to order animals on your business

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):

>> Read mor info about it

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.

Proffesional agenda for dog care

Did you find it interesting?
If you have any questions, you want to propose that we write a help guide or a post on a topic or you just want to chat with us, don't hesitate. We are delighted to talk with you and get your opinion.

proffesional dog business software

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