Set Up Your Business Information

This guide shows you how to set up your business information and rules. After setup, you can start taking bookings.

The Manage page lists all your settings. You can search for a setting, or open a settings area from its card.

Where Do I Enter My Business Name and Contact Information?

To change your business details, go to Organization > Manage > Facilities. Click Edit next to your location.

This form shows one location's details. Customers see the Portal Name. The Facility Email Address receives customer replies.

What to enter	Why it matters
Facility Name	The name of this location. You may set a Portal Name if customers must see a different name.
Facility Address	This address appears on your invoices.
Phone Number	Parents call this number to reach you.
Facility Email Address	Customer replies to Petsoft emails arrive at this address. Petsoft also sends a copy of your support tickets to this address.
Time Zone	Petsoft shows all times for this location in this time zone.

tip

Do You Have More Than One Location? You must set up each location separately. For example, each location has its own address and phone number.

How Petsoft Organizes Your Locations

How Do I Set Organization-Wide Rules for My Business?

Organization-wide settings are all on one page. Go to Organization > Settings, then open the Rules section. You can type to search for a setting, or expand any section. The Rules section holds the toggles that apply to your whole organization. You must have the Petsoft Account Owner permission to open this page.

This is the expanded Rules section. Each toggle takes effect when you save. The Allow Dogs and Allow Cats toggles appear in the list.

Common Rules and Settings

• Can I Choose Which Animals My Facility Accepts? Yes. Use the Allow Dogs and Allow Cats toggles. If your facility takes only dogs, turn off the Allow Cats toggle. This action makes the booking screen simpler.
• How Do I Restrict Specific Breeds? Use the Restricted Breeds section of the same Settings page. Petsoft shows your breed list to customers in the portal. Customers must confirm that their pet is not one of those breeds. Petsoft does not check the pet's breed. Petsoft does not hold the booking for approval. See Restricted breeds and organization rules.
• How Do I Set Up Vaccination Rules? You can choose which vaccinations are required and when to send expiration alerts. Set up these rules in the Vaccinations section.

This is the expanded Vaccinations section of the Settings page. For each vaccination, it shows whether the vaccination is required, the alert days, and the grace days.

Need More Help?

If you have questions about account setup, open a support ticket.

Contact Support and Open a Ticket