Running more than one location

If you are expanding to a second facility, you do not need a second Petsoft account. You can run multiple locations from the same login. Each facility keeps its own customers, rates, runs, and calendar, but you can switch between them without logging out.

Adding a new facility

Go to Organization > Facilities and click Add Facility.

You will enter:

• Facility name
• Address and phone number
• Time zone
• Business hours

The time zone matters more than you might think. If your original location is in New York and your new one is in Chicago, the schedules and booking windows need to reflect that. Petsoft stores all times in the facility's local time so your staff do not get confused.

Copying settings

When you create a new facility, you start with a blank slate. That can be a lot of work if your original location has dozens of rate levels, services, and runs.

Petsoft can copy settings from an existing facility. During setup, you will see an option that says "Copy from existing facility." Check it and pick which facility to copy from. The system will duplicate:

• Services and rate levels
• Runs and room assignments
• Holiday schedules
• Vaccination requirements
• Organization rules

It will not copy:

• Customers or pets
• Reservations
• Staff accounts
• Payment devices

You will still need to add those separately.

Switching between facilities

Once you have more than one facility, a dropdown appears in the top navigation bar. Click it to switch locations. The whole interface updates to show data for the selected facility.

When you switch, you stay on the same page. If you are looking at the daycare calendar for Location A and switch to Location B, you will see Location B's daycare calendar.

tip

If a staff member works at both locations, you can assign them to multiple facilities from their employee profile. They will see the facility switcher when they log in.

Shared vs separate data

Customers are shared across facilities. If a customer boards at Location A and later wants to board at Location B, their profile and pet records are already there. You do not need to recreate them.

Reservations, invoices, and payment devices are separate. A reservation at Location A stays at Location A. An invoice at Location B stays at Location B. This keeps your books clean and makes sure revenue reports are accurate per location.

Reports can be run per facility or across all facilities. If you want to see total revenue for the whole company, select "All Facilities" from the filter. If you want to see how Location B is doing on its own, filter to just that location.

Billing per location

Each facility can have its own payment devices, but they all bill to the same Petsoft subscription. You do not pay double just because you have two locations. Your subscription tier is based on total usage across all facilities.

If you want separate invoices from Petsoft for each location for accounting purposes, contact support. They can set up billing splits.

Closing a location

If you close a facility, you can deactivate it instead of deleting it. Deactivation hides the facility from the switcher and stops new bookings, but all historical data stays in the system for reporting.

To deactivate, go to the facility settings and change the status to Inactive. If you ever reopen that location, reactivating it takes one click.

Facility setup checklist

Step	Task	Done
1	Enter facility name, address, and phone	[ ]
2	Set time zone and business hours	[ ]
3	Copy settings from existing facility (optional)	[ ]
4	Add staff accounts	[ ]
5	Configure payment devices	[ ]
6	Activate facility	[ ]

Shared vs. separate data matrix

Data type	Shared across locations	Separate per location
Customers & pets	✅	—
Reservations	—	✅
Invoices	—	✅
Payment devices	—	✅
Services & rates	✅*	—
Reports	Both options	Both options

* If copied during setup; otherwise configured per location.

Adding a new facility flow