Check out the comprehensive list of features we offer below. Every month this list grows with new features – often those voted on by you – our customers…
Customer & Pet Management
- Unlimited customer and pet records
- Comprehensive Customer record (CRM) including: Address, Phone, Email, Secondary Contact info (e.g. husband and wife), emergency contact, vet and more
- Specify Customer Lead Source (Facebook, Vet, Google etc.)
- Specify Customer Types e.g. Pensioner, VIP and create special pricing based on type
- Set Customer Alerts for messages between staff
- Complete booking history
- Complete transaction history – invoices, payments, credit notes etc.
- Monitor current financial status including outstanding invoices & credits
- Record vaccination records, track vaccination expiry dates, upload pdf or jpg image, archive old vaccinations, show vaccination alerts & send vaccination reminders
- Record notes about the customer and pets
- Send Pet Postcards with email updates and photos of pets
- Manage bookings
- Send automated emails and SMS (SMS credits required)
- Full Email and SMS log – see what was sent and when
- Specify Vet and specific vet for each vaccination
- GDPR Compliance – export and remove
Dashboard - Today at a Glance
Interactive clickable tiles show today’s information including:
- Remaining Checkins/checkouts,in-house occupancy, website bookings,invoices,payments, taxi pickups/drop offs,pets moving pens today, dietary and medical notes for in-house pets
- Quick checkins and checkouts information tables
- Graph of checkins & checkouts
- Search for a customer
- Quick link to Scheduler
- Clickable Widgets in header of every page with website bookings, in-house, checkins, checkouts, accounting (if linked to Xero), SMS Credits
Scheduler
- Whole month, split month and weekly view
- View standard and split bookings (move during stay)
- Rollover for full booking details including: dates,pets,notes,alerts
- Show AM or PM checkins/checkouts
- Drag and drop pen changes
- Start Booking by clicking on pen and date
- Separate schedulers for Dog Boarding, Cat Boarding, Day Care, Other Animals (or training)
- Complete set of schedulers for each site in multi-site version
System, Security and Other Features
- System Availability – Auto-scaling, high availability servers in separate physical locations ensuring Pet Manager stays online
- Backup – Daily automatic offsite backup of all of your data
- Logging – Log of user that created and updated bookings, customers & pets
- Users – unlimited number of users and user groups (e.g. specific user for general staff who cannot see financial reports). Single user account can be logged in on multiple devices.
- Tax – Set tax rate and whether to charge tax
- Vouchers – Setup vouchers to provide $ amount or % discounts with voucher codes, number of uses, amount available etc.
- Seasons – setup date ranges to be used in costings (e.g. Peak Season, School holidays etc.)
- Email & SMS Templates – Customisable templates for all Emails and SMS including placeholders for customer and booking information
- Staff Allocation – calculate number of staff required each day from the number of animals in house + reception hours
- Feature Requests – Built-in system for you, our customers to make feature requests and vote on the suggestions. We build most of the most popular requests.
Integrations
- Accounting – Xero Online Accounting – complete integration – synchronising customers, invoices, payments, overpayments, credit notes, link back from xero to the relating customer records. Other accounting packages coming in the future.
- Bulk Email/Newsletters – Mailchimp – synchronise customers from Pet Manager to MailChimp. Mailchimp handles sending the newsletters, unsubscribe etc.
- Online Payments – receive online payments through Stripe – all transactions are automatically recorded in Pet Manager
- SMS – integrated SMS system – purchase a pack of SMS Credits and send SMS directly through Pet Manager
- API (Application Programming Interface) – coming soon!
- Website – Integrate our website widget directly into your website
Online Booking / Website Widget
- Customers can book directly on your chosen website page (doesn’t open a new window)
- Customers can register and add their customer details
- Customers can check availability (and pen types if applicable) for the dates they require
- Customers can add and edit pet information
- Customers can add booking notes
- Many more features coming soon…
Bookings
- Powerful automatic cost calculator – set costs based on your specific rules (e.g. any combination of animal size, sex, breed, nature; seasons – public holidays, school holidays; length of stay; customer type; location (multi-site) and a lot more
- Charge additional for checkout after a certain time (e.g. charge for final day if checkout time is after 10am)
- Add normal bookings and Split Bookings (pet moves pens during stay)
- AM/PM – select to record time for checkin/checkout or simply an AM or PM option as per your requirements.
- Multiple animals in a single pen or different pens (e.g. cat and dog in same booking)
- Standard extras – apply to single date or multiple dates – mark as complete when done (e.g. hydro bath, flea/tick prevent, additional walks)
- Booking Linked extras – link to dates of booking and add/remove automatically if booking is lengthened/shortened (e.g. administering medication for $2/day)
Consolidate invoices together to make simpler for customers to read (payments brought forward) - Customised booking deposits for seasons, time periods or all bookings – send invoice for deposit amount, record when deposit due, overdue or paid
- Manual and Automatic (if required) emails at every stage of booking – new bookings, updated bookings, welcome email (7 days prior), checkins, checkout, website bookings, payment and more
- Manual and Automatic (if required) SMS reminders for checkin, checkout and more.
- Full customisable templates for each of the above emails and SMS with placeholders that automatically insert customer, pet and booking information
- Log of all Emails and SMS sent
- Pet Postcards – send customer an email with details of the animal’s stay at your pet resort
- Terms and conditions – either print out and record as signed or sign digitally on tablet etc.
- Record personal items (e.g. chew toy, blanket) and Booking notes
- Print and record signature or digitally sign Terms and Conditions on tablet/phone
- Print Detailed Pen sheet with: Pet Details, Booking details, Alerts, notes, dietary, medical, vet, emergency contact and a customisable pen sheet table for daily rounds
Reporting
- Checkin/Checkout Reports – today and other days
- In House Report – current booking guests & report with graph, details and totals
- Dietary Report – feeding for pets in house
- Medical Report – Medical information for pets in house
- Booking Deposits Report – See all bookings with a deposit requirement, due, overdue and due in less than 2 days
- Taxi Pickups/Dropoffs Reports – full details including pet info & address for pickup/dropoff and ability to complete when done
- Moving Today Report – See which pets who have split bookings need to move pens today
- Occupancy Report – with graph, details and totals
- Financial Report – detailed financial information for selected date range
- Balance Report – invoice details for bookings within a selected date range
- Customer Invoice Report – invoice details for invoices within a selected date range
- Breeds, Genders and Customer Types Reports – details and totals for selected date range
- Invoiced Items, Items to Invoice, Payments Reports – details and totals for selected date range
- Mailing List Export – export customer contact details for Christmas cards etc.
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