Starting your day
The dashboard opens when you log in to Petsoft. It shows what needs attention now, before you check anything else.
The tab strip and badges
The top of the dashboard shows two panels: Run Availability and Service Availability. The Run Availability panel shows counts of runs that are available, occupied, overlapping, checking in, and checking out.
Below the panels is a row of tabs: In-House, Arriving, Departing, Departed, Pending, and Grooming. Click a tab to filter the reservation list.
The sidebar also shows a badge on Reservations and a badge on Invoices. You can check these badges from any page. You do not need to leave the page you are on.
The Grooming tab only shows an employee their own assigned appointments unless they hold Show All Facility Services in Service Calendar. On the other tabs, that same scoping applies only to appointment-style add-ons (like a groom booked on a Timeslot) — a full boarding or daycare stay is always visible to everyone, regardless of this permission.
Pending requests
Check pending requests first, before you do anything else. A customer can book a reservation through the parent portal. The reservation does not appear on your calendar until you approve it.
Click the Pending tab (or the sidebar badge) to see the list. For each one, you can:
- Approve — the reservation becomes active, and Petsoft sends the customer a confirmation email.
- Decline — Petsoft cancels the reservation and sends the customer a notification.
- Edit — change the dates or service before you approve the reservation.
Unposted invoices
When a pet checks out, Petsoft creates an invoice automatically. Petsoft does not post the invoice to your books until you review it. The badge on Invoices in the sidebar shows how many invoices need your attention.
Click an invoice to review it. Check that the services, add-ons, and retail items are correct. After you post the invoice, it appears in your revenue reports.
The service calendar
Go to Service Calendar to see appointment slots for one department (Grooming or Training) on one date. The page lists appointments by employee. You can see what each employee has booked. This page shows only one department and one date at a time. It does not show arrivals, departures, and daycare drop-offs together. You cannot switch this page to a week view or a month view.
An employee without the Show All Facility Services in Service Calendar permission only sees their own assigned appointments here — the Employee filter dropdown does not appear for them at all, since there is nothing else to filter to. Grant that permission (see Security & permission groups) to any staff member who needs to see the whole facility's schedule.
Run overview
If you need more detail than the dashboard provides, go to Run Overview. This page shows a grid of kennel run occupancy by week, for your current facility.
Dashboard at a glance
| Tab / Badge | What it tells you | When to act |
|---|---|---|
| Pending (tab) / Reservations (sidebar badge) | Online reservations waiting for approval | First thing every morning |
| Invoices (sidebar badge) | Unposted and unpaid invoices that need review | Before end of day |
| In-House | Pets currently in your care | Throughout the day for care tracking |
| Departing | Pets going home today | Prepare invoices and notify groomers |
Still stuck?
Our team is happy to help. Reach out and we'll get you back on track.