Administration User Guide
Documentation for all the pages of the Administration System and Customer Portal for Pet Manager
Health Checks - Rounds
- Health Checks - Rounds Overview
- Round Times - Settings
- Booking Rounds - Dashboard
- Performing Rounds - Health Checks
- Viewing Health Reports on a Pet's Booking (Admin & Customer Portal)
- Viewing a Pet's Health Check History - Completed Rounds
General
Retail
Scheduler & Calendar
Reports
- Invoiced Items - Report
- Voided Invoices - Report
- Revenue Estimate - Report
- Retail Profit - Report
- Payment Methods - Report
- Financials - Report
Tools
Customer Portal
- How to Reset or Find Your Portal Password on Mobile
- Customer Portal - Web App
- Portal Analytics
- Portal Web App
- Connecting the Customer Portal to Your Website
- Portal Customization
Dashboards
Customers
See all 12 articlesPets
- Pet Leads
- Adding A New Pet
- Adding Pet Vaccinations
- Vaccination Reminders
- Adding Pet Weights
- Deleting A Pet, Making a Pet Inactive & Recovering Inactive Pets
Bookings
Invoicing, Payments & Credits
- Adding Manual Invoice Payments
- Allocating Credit
- Bulk Invoicing / Quoting
- Credit Offsets
- How to Remove Credit Incorrectly Remaining After Booking Cancellation
- Invoice Consolidation
Email & SMS
- Automated Email Settings
- Automated & Custom Email Templates
- Using Booking & Booking Group Email Templates
- Using Order & Purchase Order Email Templates
- Using Pet, Customer & Booking Postcard Email Templates
- Using Invoice & Package Email Templates
Stripe Online Payments
- Stripe Automated Payments - Bulk Invoicing
- Stripe Online Payment Overview
- Stripe Transaction Fees
- Connecting and Disconnecting Your Stripe Online
- Setting up Stripe Account Codes for Xero
- Setting up & Enabling Stripe Online Payments
Xero Accounting Integration
- Enabling the Xero Addon
- Xero Accounting Add-on Overview
- Xero Addon Pricing
- Xero Accounting Dashboard
- Viewing Data between Pet Manager and Xero
- Step 1 - Connecting Pet Manager to Xero