Comprehensive User Guide

You can to note task indicating priority. If you have more than one business área, you can manage separate tasks for better organization of your time. At the top, select the appropriate type.

You can add alerts and application will remind you at the right time. Select the number of days before you want to alert you and the application takes care of displaying the reminder.

If you have more than one software, you can manage separate alerts for better organization of your time. At the top, select the appropriate type.

pet hotel send automatic reminders.jpg

You can set up documents and contracts for your business and be able to print or send them by email so your customer can sign them. For example:

  • A document with the conditions of stay at your hotel to deliver to the customer at check-in

  • A document with the service conditions to deliver to the customer before providing a new grooming service

  • A document with the changes and returns policy to deliver to the customer at the moment of selling a puppy

  • Etc.

Whenever you need, you can access the Tools > Documents & Contracts option to print a document and give it to your customers, but if there are documents or contracts that you send regularly at a specific moment, you can configure it in the software and save a lot of time.

For example, before a stay or a service, I always send to the customer a document with recommendations and tips prior to the stay/service. Or whenever I sell a puppy, I fill out a sales contract with all the conditions, warranties, etc.

In this case, if you want, the software will show you the documents at that exact moment (when making a sale, a booking, a check-in, ...) so you can print it or send it by email directly, without the need to go to the Documents & Contracts option.

You can achieve this by specifying a type for the documents and contracts you have configured in the software.

The available types of documents are:

Type Software When it appears
Booking Hotel and Daycare
When making or editing a booking
When booking a puppy
Check-in Hotel and Daycare When making or editing a check-in
Check-out Hotel and Daycare When making or editing a check-out
Appointment Grooming and Training When making or editing an appointment
Service Grooming and Training When making or editing a service
Consultation Veterinary When making or editing a consultation
Prescription Veterinary In a consultation, when making and editing a prescription or prescription
Sale All When making or editing a sale/invoice
Privacy All In the Privacy options
When adding a new Customer or Supplier
Purchase PetShop When making or editing a purchase from a supplier
Other All ---

To add a new document or contract, you just have to click on the ADD button. A pop-up window will appear:

free pet documents

The most complete editor for your documents and contracts

  1. Document Title. You can use a title that helps identify it (e.g. "Hotel Stay Conditions")

  2. Document Creation Date

  3. Type. You can select the appropriate one

  4. Editor Toolbar. To format the document (colors, fonts, paragraph alignment, etc.)

  5. Document Content. Here you can see how the document is being formatted as you apply styles.

  6. Action Buttons: You can delete a document or, if you've made changes, save them.

The document editor toolbar

As you can see, you have all the tools to format your documents and contracts in a very simple way. You can include emojis, tables, and links, choose the colors and fonts you prefer, and use many layout options for a super fast and easy document formatting.

pet business agreements templates

In the formatting bar, you can choose the font type, size, color, paragraph alignment, bullet points and an option that will be incredibly useful for you: TEMPLATE TEXTS.

pet sitting agrements

For example, if in a sales document or contract, we want to include the customer's name and contact information, it is not necessary to manually write them in each document for every customer.

The process is very simple. We can include a template text CUSTOMER > NAME, and when making a sale, if we want to print the document, the software will automatically replace it with the name of that customer.

You can then send the contract by email to your customers with their information automatically filled by the system so your customers can sign the contract and send it back to you.

When clicking this icon all available template texts will appear:

free dog agreements

Available templates texts

We have included different types of templates with the most commonly used options in documents and contracts:



Replaced with

Your Business Details

Business > Legal Name

The information you saved in the
Settings > Company Details option

Business > Tax ID

Business > More information

Business > Full Address

Business > Mobile Phone

Business > Landline

Business > Email

Business > Website

Business > Logo

Your Customer Details

Customer > Name

The information of that customer

Customer > ID

Customer > Full Address (Address, City, Province, and Country)

Customer > Mobile Phone

Customer > Email

Patient (Animal) Information

Pet > Name

The information of that animal (Veterinary)

Pet > Specie

Pet > MicroChip

Pet > Gender

Pet > Age

Pet > Last Weight


Prescription > Medication (Name)

The data of this Prescription

Prescription > Format

Prescription > Number

Prescription > Amount

Prescription > Frecuency

Prescription > Duration)

Prescription > Indications (recomendations)


Veterinary > Name

Veterinarian's Data

Veterinarian > Personal Identifier

Veterinarian > License Number


Pets > Information (Name, Gender, and Breed)

The information of the customers' pets

Your Supplier Details

Supplier > Name

The information of the supplier

Supplier > Tax ID

Supplier > Full Address (Address, City, Province, and Country)

Supplier > Mobile Phone

Supplier > Email


Date and Time > Day (number)

Today's Date / Time

Date and Time > Month (number)

Date and Time > Month (name)

Date and Time > Full year (4 digit format)

Date and Time > Hour (24-hour format)

Date and Time > Hour (AM/PM format)

How to include templates in my documents?

For example, at the end of the document, I want to include customer's name before the sign place.

  1. Place the cursor where you would like to have the customer's name.

  2. Click on the TEMPLATE TEXTS icon

  3. Select Customer > Name and click Save

  4. You will see that the template text has been placed in curly braces


  5. In that place, the software will automatically replace the template text with the actual name of the customer

grooming agreement software.jpg

Read more information about documents and contracts:

Click here

Recommendation: If you have doubts about legal conditions, contracts, clauses, obligations, etc. related to your activity or specific to your country, we recommend that you always consult with a professional or the corresponding administration so that they can help you resolve all these doubts and you can create your legal conditions, contracts, etc. correctly.

This option allows you to keep a detailed control about the tasks carried out in your facilities.

For example, if you carry out cleaning, disinfection, maintenance, works, etc. in your business, hotel rooms or kennels, grooming rooms, training areas, warehouse, etc. you can keep track of these tasks.

You can select which employee has performed the task and the exact date.

pet business manage pet facilities


Agenda for vets | veterinary agenda | Legal documents for vets | agreements for vets | Contrats for vets | Veterinary Appointment book | Vet Sheduler | Vet Booking system | Vet appointment calendar | Vet appointment planner | Pet clinic schedule | Veterinary clinic calendar | Clinic appointment tracker | Vet Appointment reminder system | Vet Consent forms | Vet treatment agreement | Vet Release of liability form | Veterinary history form | Vet Privacy policy

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