Customer Portal

• Connecting the Customer Portal to Your Website
• Portal Customization
• Portal Pets
• Portal Bookings
• Portal Payments

Dashboards

• Main Dashboard Overview
• Configuring Custom Tiles on Dashboard
• Daycare/Training/Grooming/In House etc. Dashboard Overview
• Customer Portal Dashboard
• Reviews Dashboard

Customers

• Adding A New Customer
• Fix issue with "email address already in use" or find an inactive customer
• Adding a New Vet
• Adding a Pet
• Adding a Customer
• GDPR Features (EU Requirement)

Pets

• Adding A New Pet
• Adding Pet Vaccinations
• Vaccination Reminders
• Adding Pet Weights
• Deleting A Pet, Making a Pet Inactive & Recovering Inactive Pets
• How to Add an Animal Size Guide to the Customer Portal

See all 8 articles

Bookings

• Adding Bookings
• Booking Extras
• Cancelling Bookings

Invoicing/Payments/Credits

• Adding Invoice Payments
• Allocating Credit
• Bulk Invoicing
• Credit Offsets
• How to Remove Credit Incorrectly Remaining After Booking Cancellation
• Invoice Consolidation

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Email/SMS

• Sending Booking Emails Manually
• Sending Booking SMS Messages Manually
• Set Wording for Emails
• Setting Up Automated Emails and Sending Manual Emails.

Stripe Online Payments

• Stripe Online Payment Overview
• Stripe Transaction Fees
• Connecting to Stripe
• Setting up Stripe Account Codes for Xero
• Final Setup & Enabling Stripe Online Payments
• Receiving an Online Payment through Stripe

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Xero Accounting Integration

• Xero Accounting Addon Overview
• Xero Addon Pricing
• Frequently Asked Questions – Xero FAQ
• Enabling the Xero Addon
• Step 1 - Connecting Pet Manager to Xero
• Step 2 - Setting Xero Codes in Pet Manager

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Tyro Terminal Payments (Australia Only)

• Tyro Terminal Payment Overview
• Connecting to Tyro
• Final Setup & Enabling Tyro POS Payments
• Processing a Tyro Payment

Settings

• Courses, Sessions & Services
• Accounts
• General
• Invoices & Prices
• Customization