6 docs tagged with "getting-started"

A simple guide to setting up your Petsoft account and business details. Learn where to enter your business name, manage location info, and set basic rules.

A complete checklist to get your Petsoft business up and running. Follow these simple steps to set up your account, pricing, and policies.

Customize the look and feel of your Petsoft Parent Portal. Learn how to add your logo, pick colors, and set up your Google review links.

Manage your team's access in Petsoft. Learn how to create custom staff groups, set facility-specific permissions, invite employees, and manage report access.

Bring your existing customer and pet data into Petsoft. Learn about import formats, data mapping, and cleanup.

Add an extra layer of security to your Petsoft account with multi-factor authentication. Set up an authenticator app and manage recovery codes.