11 docs tagged with "Business setup"

Connect a facility to QuickBooks Online, map your chart of accounts, choose what Petsoft sends, and control what it reads back from QuickBooks.

Configure stackable discounts and surcharges on a service's price — multi-pet discounts, loyalty and tag-based discounts, and early/late surcharges — and how they combine.

Configure flat fees such as late checkout, and schedule fee amount changes with automatic date chaining.

Set your facility's weekly hours and date-specific overrides, and understand what those hours control.

Add a second location, understand what's shared between locations, and switch between them without logging out.

Set up run rate levels and the kennel runs assigned to them, including bulk-inserting a bank of runs.

Set breed restrictions and configure Petsoft's organization rules and options to control how your facility behaves.

Pick a text message number for your business, understand the verification wait, and get customers opted in to reservation and payment texts.

Configure custom SMTP settings, set your from address, and fix email delivery issues so customers actually receive your messages.

Set up your prices for boarding, daycare, grooming, and add-ons, and schedule price changes with rate periods.

Understand the permanent Free plan, its pet and employee limits, how integrated payments raise them, and how Trial status works for organizations on a paid plan.