6 docs tagged with "getting-started"

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

Bring your existing customer and pet data into Petsoft with help from our support team.

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

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.

Customize the look and feel of Petsoft. Learn how to set your logos, pick colors, add custom messages, and set up automated Google review requests.

Staff roles, permissions, and adding employees are documented in the team management section.