ProPet Software - Knowledge Base

Booking Tasks

• How do I cancel a booking?
• How do I Edit a Payment?
• How do I issue a refund?
• How do I make a booking on the admin side?
• How do I Re-send a Welcome Email?
• How do I search for a customer?

Dashboards

• Boarding and Daycare Dashboard
• Grooming Dashboard
• Standalone Services Dashboard
• Training and Group Classes Dashboard

General Use

• Accept Tips without an Integrated Payment Processor
• Availability Tab
• Breed Manager
• Can I Automatically Process a Payment for a Deposit?
• Customer Profile
• Dashboard Calendar - Different views and filters
• How can I invoice my clients?
• How can my customers request dates or date and times for my services?
• How do I add a new customer?
• How do I buy a package from the admin side?
• How do I connect ProPet + Zapier?
• How do I contact customer support?
• How do I Manage My Customer’s Online Payment Options
• How do I Manage My Customer’s Payment Information? Add Credit Card? Process Payment?
• How do I remove credit from an account?
• How do I require initials for change requests?
• How do I set up my customer scheduling mode?
• How do I setup and use the retail module?
• How does the Buddy and Enemy List work?
• How does the MailChimp Integration Work?
• How to Create Report Cards
• How to Enable Online and Integrated Payments - Payments and Order Payment options
• Kennel View for Boarding and Daycare
• Notification Section
• Ongoing schedules
• Online Payments Set Up and Connection
• Pending Bookings
• Requests: How do I confirm and what will I see?
• Scheduled Events Report
• Smart Feeding Feature
• Split Kennels
• Vaccination Settings and How They Can Help!
• What are "Open Daycare Orders"?
• Your Account Management

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Getting Started

• Can each of my staff members have their own account?
• Help! I'm not seeing any notifications!
• How do I connect Chosen Payments to ProPet?
• How do I connect my Chosen Payments merchant terminal to ProPet?
• How do I connect Stripe to ProPet?
• How do I migrate my data from my previous kennel software?
• How do I setup pooled availability for appointments?
• How many people can access the same account at the same time?
• Setting up and using the Quickbooks Online Integration
• User Management

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Manager Reports

• Custom Charges (Custom Adjustments)
• Manager Troubleshooting - Pricing Updates
• Overpayments (Overpaid Invoices)
• Payment Report
• Revenue By Line Item Report
• Revenue By Service Report
• Total Revenue

Manager Troubleshooting

• Agreements
• Form Customization: How do I add a Conditional Question?
• Personalizing emails
• Why Can't I see my Rates?

Reports

• Birthday Report
• Day Summary for Grooming/Training
• Day Summary Report