As the year winds its way to a close it’s important for business owners to re-evaluate their workflows, identify what’s working and what’s not, and make the necessary changes to streamline their business.

It’s simple to fall into comfortable patterns and get your priorities lost in the shuffle while focusing on small, short term, goals instead of preparing yourself for the future. Being able to reach your short term goals while still focusing on your long term priorities is obviously ideal, but it’s a lot more difficult in practice. This is why, even for small businesses, it’s important to take the time each year to review, reflect and re-organize.

One of the best things a small pet business can do to keep themselves on track going into 2021 is to simplify their process.

It’s really easy to form bad habits; relying on multiple calendar apps for your appointment scheduling or trying to keep all your new business contacts on your personal phone, mixed in with your personal contacts. But, as tempting as it may be to avoid change and stick with the familiar process, in the long run disorganization will hurt your business.

If your small business is going to grow you need to be rooted in a stable platform that takes care of the basics while also giving you the opportunity to scale, when you’re ready.

ProPet is an essential tool for your new or small pet business, and here are some situations where you’ll find it helpful:

Getting Centralized

There is no pet business too small to benefit from the organization a business software can provide.

Having all of your contacts, vaccination records, reports, and booking history organized in one central location is an excellent step in the right direction for anyone new to the industry. There is nothing worse than needing a document or a note and not being able to find it. With ProPet your customer data is stored in customer profiles that are easily searchable in your Admin database.

You’re able to keep pets organized under a customer profile, so even if a customer has three or more dogs it’s easy to know which pets belong to which owner. ProPet displays the pets name and the owner’s name on the booking reservation so you’ll never be confused which pet goes with which owner when it’s time for pick up.

You’re also easily able to keep track of which accounts have pre-paid packages applied to them, so you don’t run the risk of forgetting to apply a pass to a service covered under an already purchased pre-paid package.

Keeping Proper Financial Records

This is a big one. Being able to keep organized financial records is a challenge for businesses of every size. But if you’re a new entrepreneur running your first business, it can be really overwhelming when you realize just how much financial data there is to keep track of.

But not to worry, ProPet makes organizing financial data easy. Not only is your clients booking history neatly organized in chronological order in their customer profile, but you’re easily able to click on any order number in the booking history tab to get a closer look at a particular invoice. Here you’ll be able to see what services were received, what date they occurred, how much was paid for the service and much more. Never worry about losing your copy of an invoice again, with this digitized system you’ll have all your customers invoice’s readily available whenever you need it.

You’re also able to run financial reports in ProPet which is a great way to visualize your financial data. The total revenue report is a great tool to keep track of what you’re earning over a set time frame, allowing you to have the information necessary to identify trends and better prepare yourself for busy seasons.

ProPet’s QuickBooks Online integration is another huge bonus of using ProPet software with a small business. If you’re already using a Quickbooks Online account you’ll be able to connect it to ProPet, so come tax time all your transaction data for the year is in an easily accessible place. You’ll have a streamlined tax filing process and no need to re-organize or manually input all your transaction data from one software to another.

Looking the Part with Professional Presentation

Using a business software specific to your industry is a great way to give your pet business a professional veneer right out of the gate. A smooth client experience plays a big role in ensuring repeat business and gaining the trust of your cliental.

First impressions are everything, so why not make your business stand out with ProPet’s sleek booking request system? Your clients get their own private account where they can add their pets, upload documents and make booking reservations.

They can also easily send and receive messages from you and view any scheduled or ongoing appointments that have booked.

When you’re starting a new business, and working on building a client base, looking the part is half the battle. Using ProPet takes a lot off your plate because you know your clients online booking experience will be both simple and quick, easily allowing them to engage with your business and book your services online.