Associated Documentation for PDF by Subject Area

Additional Features
View ContentPassword Reset

The password reset function step by step with screen shots included! This process can be followed for either an employee or a pet owner logging into the owner portal.

View ContentBarcodes

ScanningBarcodes- Using key tags for owners or pets, barcodes/SKU for retail

View ContentPet Notes and Appointment Notes

PetExec knows that you love your notes about pets and appointments.  This document summarizes how to add Pet Notes and Appointment notes and where each show up throughout PetExec. Click for a summary of Pet Notes and Appointment Notes.

View ContentOccupancy Functionality Overview

The Occupancy Functionality PDF provides an overview of this feature which includes the necessary setup. This feature allows businesses to limit the number of pets that can be scheduled, or signed in, on a specific day.

View ContentOverride Functionality Overview

The Override Functionality PDF provides an overview including setup details, errors that can be overridden, and step by step instructions.

View ContentQuickBooks Export Overview

Overview of the QuickBooks Export function

View ContentReceipt Printing Tips

Receipt Printing Tips for receipt/standard printers. (Also contains details on capturing tips/signatures before processing an order.)

View ContentRecurring Billing

Recurring Billing allows you to automatically bill a customer’s valid credit card on file weekly, monthly, or annually for a product/service(s). 

You must have integrated credit card processing set up, and a valid customer credit card associated with the owner record to use the recurring billing feature. Click for details on how to set up and manage recurring billing in PetExec.

View ContentReport Card Functionality

The Report Card Functionality PDF covers template setup, creating report cards and report card maintenance.

View ContentTesting adding a GIF file

Example of employee signing in and signing out.

View ContentRestrict Employee IP Login by Address

An overview of the Restrict Employee IP Login by Address feature.