Starting your day

When you log into Petsoft, the dashboard is where you land. It is designed to show you what needs attention right now, before you dig into anything else.

The numbers at the top

Across the top of the dashboard you will see a few boxes. These change based on what is happening today:

• Pending requests: Online booking requests waiting for your approval
• Unposted invoices: Stays that have checked out but have not been billed yet
• Checked in today: Pets currently in your care
• Checking out today: Pets going home today

If a box shows zero, that is good news. If it shows a number, click it to go straight to the list.

Pending requests

This is usually the first thing you should check. When a customer books through the parent portal, the stay does not go onto your calendar until you approve it.

Click the pending requests box to see the list. For each one you can:

• Approve: The stay becomes a real reservation and the customer gets a confirmation email
• Deny: The stay is canceled and the customer gets a polite message
• Edit: Change the dates or service before approving

tip

If you find yourself approving the same type of request over and over, check your online booking rules. You might be able to auto-approve certain services and save yourself the clicks.

Unposted invoices

When a pet checks out, Petsoft creates an invoice automatically. But it does not post it to your books until you review it. The unposted invoices box shows how many are waiting.

Click through to review each one. Make sure the services, add-ons, and retail items look right. Once you post the invoice, it shows up in your revenue reports.

The daily schedule

Below the numbers is a schedule view. It defaults to today and shows:

• Arrivals (pets checking in)
• Departures (pets checking out)
• Grooming appointments
• Daycare drop-offs

You can flip between day, week, and month views. The week view is useful for spotting busy periods where you might need extra staff.

Operations overview

If you need more detail than the dashboard provides, go to Operations > Overview. This page shows a longer list of upcoming reservations, separated by service type. It also lets you filter by facility if you have more than one location.

The overview page is where most front-desk staff spend their time during the day. It updates in real time, so if someone checks in from a different computer, you will see it refresh without reloading the page.

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Dashboard at a glance

Dashboard Box	What it tells you	When to act
Pending requests	Online bookings waiting for approval	First thing every morning
Unposted invoices	Checked-out stays not yet billed	Before end of day
Checked in today	Pets currently in your care	Throughout the day for care tracking
Checking out today	Pets going home today	Prepare invoices and notify groomers

Morning workflow

Front-desk startup checklist

Step	Task	Location
1	Clear pending requests	Dashboard
2	Post yesterday's invoices	Dashboard or Invoices
3	Review today's arrivals	Daily schedule
4	Review today's departures	Daily schedule
5	Check grooming schedule	Operations > Schedule
6	Open Operations Overview	Operations > Overview