|View Content||Dashboard Overview|
The following is an overview of the PetExec dashboard.
|View Content||Add New Owner|
Steps for adding a new owner.
|View Content||Modify Existing Owner|
The steps to modify an existing owner's account. This menu item is also used to bring up an owner's account in the system.
|View Content||Delete An Owner|
Steps to delete an owner from the system. Note: Owners and pets are never really deleted, only marked inactive.
|View Content||Undelete an Owner|
Click the "Undelete" link to restore the owner to active status.
|View Content||Multiple Owner Deactivation|
Use Multiple Owner Deactivation to deactivate pet owners based on last purchase date. Generally used to clean up your active pet owner list and deactivate pet owners without a recent order/purchase.
Caution: New owners recently added to your PetExec system may not have an order history and you may want to exclude these pet owners prior to deactivating. Click View Content for additional details.
|View Content||Owner Purchase|
The Owner Purchase function allows you to search for an owner and apply one or more products or services to their cart. For example, this option can be used to complete an owner purchase of a retail item or a daycare/boarding package.
|View Content||Add a New Pet|
Steps for adding a new pet to an existing owner. The Owner must be added before associated pets can be added.
|View Content||Modify Existing Pet|
The steps to modify an existing Pet record. This menu item is also used to bring up a pet record in the system.
|View Content||Move Pet to New Owner|
Reassign a current pet to a new owner.
|View Content||Pet List|
Pet List is a list of all pets in the system.
|View Content||Add and Maintain Play Areas|
Steps to add a play area to the system and maintain existing play areas.
|View Content||Pet Play Areas Dashboard|
Overview of the Pet Play Areas Feature and Dashboard.
|View Content||Group Training Schedule|
Overview of the Group Training Schedule screen.
|View Content||Training Calendar|
Overview of the Group Training Calendar
|View Content||Adding A Group Training Class|
Steps for adding a group training class
|View Content||Modify Group Training Class|
Steps to modify a group training class. From this screen you have the option to modify scheduled dates and times for a group training class.
|View Content||Assign Pets to Class|
Steps to Assign a Pet to a Group Training Class. There is also the option from this screen to check the pet out and charge the customer for the group training class.
|View Content||Grooming Schedule|
Steps to view scheduled grooming appointments by date, date range, or groomer.
|View Content||Add Appointment (Grooming)|
Steps to schedule or add a grooming appointment.
|View Content||Maintain Grooming Appointments|
Steps to maintain, modify or delete a grooming appointments for a specific pet.
|View Content||Maintain Grooming Requests|
Steps to maintain grooming requests. These are requests that come from the owners via the PetExec Owner Portal.
|View Content||Grooming Calendar|
Overview of the grooming calendar.
|View Content||Add Appointment (Grooming) (Grooming doc prior to 3.8.2 before the copy option was added)|
Steps to schedule or add a grooming appointment.
|Products & Services|
|View Content||Add Product / Service - General Overview|
A general overview of the steps for adding a product or a service. Products and Services include any services you would schedule for a pet, anything that you plan to sell through your PetExec system,or any charges that you would add to a customer's order. This includes your boarding, daycare, grooming, scheduled services, group training, as well as any retail items or additional fees that you would charge your customers.
|View Content||Maintain Products or Services|
Maintain products or services provides an option for viewing and managing all of the products/services in Petexec.
|View Content||Modify Product Details|
Modify product details allows you to manage some of the your PetExec products/services based on service type. This is a great way to see all products/services of a unique service type and the unique, distinct settings for those services all on one page.
|View Content||Paw Points|
Paw Points are points that your owners can accumulate through purchasing products and services. The points are then translated to a dollar value (based on the values you assign) and applied as a credit to a customer's account to be used during checkout. These are the steps required to set up the Paw Points in PetExec.
|View Content||Daycare Sign-In|
|View Content||Daycare Quick Check-In|
Steps to enable and use the Daycare Quick Check-In feature.
|View Content||Daycare Daily To-Do|
Overview of the Daycare Daily To-Do Report.
|View Content||Schedule Daycare|
Steps to schedule a daycare appointment.
|View Content||Daycare Schedule Report|
Overview of the Daycare Schedule Report
|View Content||Maintain Scheduled Daycare|
Steps to maintain scheduled daycare appointments.
|View Content||Scheduled Daycare Calendar|
Overview of the Scheduled Daycare Calendar.
|View Content||Sign-In Boarding|
Steps to sign a pet into boarding.
|View Content||Schedule Boarding|
Steps to schedule a boarding appointment
|View Content||Boarding Kennel Availability|
The Boarding Kennel Availability page provides an overview of the kennel reservations and is an easy way to see if a boarding reservation can be accommodated.
|View Content||Modify Boarding - Overview|
An overview of the steps to modify an existing boarding reservation.
|View Content||Modify Boarding - Modify Boarding Schedule|
Overview of the Modify Boarding Schedule Button located on the Modify Boarding page.
|View Content||Modify Boarding - Boarding Pets|
Overview of the Boarding Pets button located on the Modify Boarding page.
|View Content||Modify Boarding - Associated Services|
Overview of the Associated Services button located on the Modify Boarding page.
|View Content||Modify Boarding - Daily Details|
Overview of the Daily Details button located on the Modify Boarding page.
|View Content||Boarding Status|
Overview of the Boarding Status functionality. Includes the "Wait List" boarding status.
|View Content||Boarding Daily To-Do|
Overview of the Boarding Daily To-Do Report.
|View Content||Boarding eScorecard To-Do|
Overview of the boarding eScorecard to-do. This option allows you manage Feeding, Medication, Eliminations, and custom to-dos for all pets in boarding.
|View Content||Boarding Coming and Going|
Overview of the Boarding Coming and Going Report
|View Content||Owner Boarding History|
Overview of the Owner Boarding History report.
|View Content||Boarding Count by Service|
Overview of the Boarding Count by Service Report.
|View Content||Boarding Kennel Assignments|
The Boarding Kennel Assignments page provides an overview of the available/reserved kennel numbers while also showing the specific kennel assignments.
|View Content||Boarding Count by Kennel|
Overview of the boarding count by kennel report.
|View Content||Boarding Snapshot|
Overview of the Boarding Snapshot Report.
|View Content||Boarding By Kennel|
Overview of the Boarding By Kennel report.
|View Content||Move Daycare to Boarding|
Overview of the Move Daycare to Boarding Menu Option.
|View Content||Boarding Calendar|
Overview of the boarding calendar.
|View Content||Boarding Calculator|
Overview of the boarding calculator. The boarding calculator is used to calculate an estimate of boarding services.
|View Content||Add New Vet|
Steps to add a new vet
|View Content||Modify Existing Vet|
The Modify Existing Vet menu option allows you to make changes to any of the vets you currently have in your system.
|Company Preferences are broken down by category below|
|Company Settings (Menu-->Company Preferences-->Company Settings)|
|View Content||Application Preferences|
An overview of the application preferences section of the PetExec system.
|View Content||Maintain Company Info|
Additional Information on how to complete the Company Information fields.
|View Content||Maintain Dashboard|
Steps to add, remove and change the order of the dashboard carousel menu items and dashboard panels.
|View Content||Maintain Hours of Operation|
Steps to add and maintain your hours of operation.
|View Content||Hours of Operation Calendar|
Steps to add and maintain your hours of operation using the hours of operation calendar.
|View Content||Upload Logo|
Steps to add your logo to the PetExec dashboard.
|Boarding Settings (Menu-->Company Preferences-->Boarding Settings)|
|View Content||Kennel Count|
Steps to set up your kennels, the count, and the description.
|View Content||Maintain Holiday Boarding Dates|
Steps to add Holiday Boarding Dates. These are dates in which you want to charge a different boarding rate due to a holiday.
|View Content||Boarding Type Details|
Steps to update your boarding type details or add a unique name to each of your kennels.
|View Content||Boarding Status Colors|
Boarding status colors allows you to customize the colors on the boarding calendar based on boarding status.
|View Content||Boarding eScorecard Options|
Steps to add custom inputs to your boarding eScorecards. (This Feature will be available with PetExec 3.6 on Sunday 4/28/19)
|Financial Settings (Menu-->Company Preferences-->Financial Settings)|
|View Content||Maintain Taxes|
Steps to maintain your state tax rate, and add additional tax rates if applicable.
|View Content||Maintain Accepted Credit Cards|
Indicate which credit cards you accept for payment.
|View Content||Additional Payment Types|
Steps to add additional payment types to the payment types drop down at checkout.
|Communication Settings (Menu-->Company Preferences-->Communication Settings)|
|View Content||Maintain Contracts|
Enter and maintain your contracts and boarding agreements.
|View Content||Maintain Report Card|
Steps to maintain report card.
|View Content||Communication Templates|
Communication templates are the message templates that PetExec uses for all automated and blastable messages (both email and SMS/Text). For complete details click here: Communication Templates.
|View Content||Modify Email Content (doc version prior to comm templates update)|
This is the list of the emails that PetExec can send out to your customers. There are two types of emails, those that are blastable, meaning you determine when to blast those emails. And those that are not blastable, PetExec will send these emails based on a scheduled service or event in the system.
|View Content||Social Media Links|
Social Media links are used in email blasts and email reminders. When set up and included in emails, your customers will see the social media icon, when they click it will open your webpage within that social media.
|View Content||Contact Lists|
Contact Lists provide pet parent contact information based on the criteria selected. This information can be downloaded as an excel spreadsheet or saved to be used later or in email blasts.
|View Content||Email Blast|
Summary of the Email Blast feature. With Email Blasts you can send an email to employees, owners, or vets.
|View Content||Tips for Effective Email Delivery|
Tips to ensure the emails generated from PetExec are successfully delivered to your customers.
|Misc. Settings (Menu-->Company Preferences-->MIsc. Settings)|
|View Content||Alternative Price Types|
Steps to change the names of the alternative price types used for grooming products/services.
|View Content||Maintain How Heard|
Steps to maintain your list of How Heard Options. This list is available when adding or modifying an owner, called "How did you find us?"
|View Content||Maintain Locations|
Steps to update and maintain the locations that appear in the drop off and pick up locations when scheduling.
|View Content||Maintain Owner Advisories|
Owner advisories allow you to identify an important trait about an owner, their history, behavior etc. Owner advisories are displayed throughout the system, however, owners do not see their advisories in the Owner Portal or Mobile App. To Maintain Owner Advisories begin in the PetExec menu-->company preferences-->misc. settings-->maintain owner advisories. (Some parts of this functionality will be available with PetExec 3.6 on 4/28/19)
|View Content||Maintain Pet Advisories|
Pet advisories allow you to identify an important trait about a pet, their history, behavior, temperament, etc. Pet advisories are displayed throughout the system, however, owners do not see their pet's advisories in the Owner Portal or Mobile App. To Maintain Pet Advisories begin in the PetExec menu-->company preferences-->misc. settings-->maintain pet advisories. (Some parts of this functionality will be available with PetExec 3.6 on 4/28/19)
|View Content||User Defined Options|
User Defined Options allows you to customize the options in the Boarding eScorecard.(This Feature will be available with PetExec 3.6 on Sunday 4/28/19)
|Utilities (Menu-->Company Preferences-->Utilities)|
|View Content||File Browser|
The PetExec file browser is a program that provides a user interface to manage files and folders within your PetExec system.
|View Content||Update Communication Settings|
Updating communication settings will check all boxes for all automated emails for all pet owners in the Communications Settings section of the owner record. This can be used if you would like to reset the options for pet owners who have previously opted out of emails. Caution: This action cannot be undone. Pet owners have the option to "opt out" of emails via the link at the bottom of all emails from PetExec. Resetting the communication settings will result in owners who have previously opted out of emails to now receive those emails.
|View Content||Reset Contracts|
Reset Contracts will unckeck all the contract checkboxes for ALL the pet parents/owner, and remove the links to prior signed documents. It can be used when all of the existing contract/agreement signatures are no longer valid and need to be cleared. Caution, this action cannot be undone.
|View Content||Maintain Allowed IPs|
Maintain allowed IPs allows you to control where an employee can login to the PetExec system based on the IP address of the Internet access point they are trying to login from. (This Feature will be available with PetExec 3.6 on Sunday 4/28/19)
|View Content||Rebuild Daycare Packages|
Changing daycare services and daycare packages in Maintain Products or Services does not impact packages that were sold prior to the changes. Rebuild Daycare Package will copy changes made to daycare package services to owner daycare packages. Clicking on the “Rebuild” button will change existing Active owner daycare packages to update the Service Name, Package Type, and the Associated Services. End dates will be rebuilt only when a package has been set to never expire.
Please use caution when rebuilding existing owner daycare packages. This can not be undone! We recommend downloading the existing owner package data before rebuilding and after rebuilding as a way to audit the changes.
|View Content||Add Employee|
Fill out the "Add Employee" form to add an account for an employee.
|View Content||Maintain Existing Employees|
Make changes to existing employee accounts.
|View Content||Add Employee Type|
Add Employee Types as a way to customize your employee’s accounts and PetExec system access. Assign menu items as required for specific job responsibilities.
|View Content||Maintain Employee Types|
Edit or delete existing employee types.
|View Content||Maintain Payment Options|
The Maintain Payment Options Menu allows you to make changes to your existing payment options for card processing. This menu option is only available to Non-US customers and selected US customers who were grandfathered into having this option available.
|View Content||Modify Orders|
A overview of the Modify Orders screen in PetExec. You can access all PetExec orders from this screen.
|View Content||Pet Vaccinations|
The Pet Vaccinations menu option allows you to keep track of vaccination records for the pets in your system.
|View Content||Add Vaccination Type|
The Add Vaccination Type menu option allows you to add additional Vaccination types to your PetExec system.
|View Content||Maintain Vaccination Types|
The Maintain Vaccination Types menu option allows you to manage all the vaccination types in your PetExec system.
|View Content||Temp Schedule|
Overview of the Temperament Test Schedule. This screen will show scheduled appointments for your Temperament Testing.
|View Content||Temp Calendar|
Temp Calendar will display all temperament test appointments.
|View Content||Add Temp Test|
Steps to add a Temp Test appointment. You also have the option to scheduled a daycare, in addition to the temperament test.
|Reports are broken down by category below|
|Accounting Reports |
|View Content||Billing Comparison Report|
The Billing Comparison Report lets you compare the selected year and previous year's data for the same time frame.
|View Content||Billing Report|
Overview of the Billing Report menu option. This report will give you a spreadsheet for the billing records during the date range you specify, by any payment type or all payment types.
|View Content||Daily Statistics Report|
Overview of the Daily Statistics Report. This report will give you sales statistics for the current day or for any selected day,
|View Content||Owner Purchase Statistics|
The Owner Purchase Statistics report lets you know which owners have not made any purchases within any given range. You can also choose to show only the owners who have made purchases in that date range.
|View Content||Purchase Statistics Report|
This spreadsheet shows a total for purchases by owner for any given date range with an option to include which services were purchased if desired.
|View Content||QuickBooks Export|
Overview of the QuickBooks Export menu option. For the complete process see the QuickBooks Export Overview PDF.
|View Content||Service Type History|
The Service Type History report gives you the quantity of orders by owner for a specified service type and date range, with an option to view the history for the owner from this report.
|View Content||Statistics Reports|
The Statistics Reports include a breakdown of amount applied broken down by Payment Type and a Total of Amount Processed and a spreadsheet of amounts charged broken down by service for any given date range.
|View Content||Stats Report - By Service Type|
This report will give you a breakdown by Service Type for a given date range with the option to view details of orders that are related to that service type.
|View Content||Stats by Service Type Comparison|
The Statistics by Service Type Comparison report returns a chart of the selected year and previous year's data for the same time frame by Service Type.
|View Content||Scheduled Revenue Report|
The scheduled revenue report is an estimate of the totals of scheduled daycare, scheduled boardings, scheduled groomings and scheduled services over a date or date range.
|View Content||Systino/Listen360 Report|
The Systino/Listen360 Report will download an excel spreadsheet with the customer data for sales over the selected time frame. The excel spreadsheet can then be uploaded to Systino/Listen360 or other marketing firm to generate feedback to help grow your business.
|View Content||Tax Report|
The Tax Report is a report of all records marked taxable in your Products/Service list for any given date range.
|View Content||Boarding by Scheduled Date Report|
The Boarding by Scheduled Date Report will return all boardings that were scheduled on a given day. Forgot who you scheduled for boarding yesterday, or last Friday? This is the report you want.
|View Content||Boarding Deposit Report|
The Boarding Deposit Report shows all completed Boardings and all Scheduled Boardings during a given date range. It includes all boarding Deposits APPLIED for each boarding.
|View Content||Grooming Report|
The Grooming Report is a list of completed grooming orders for a selected date range by groomer, or all groomers if designated.
|View Content||Grooming Commission Report|
The Grooming Commission Report is a list of completed grooming orders and specified commission for each service during the selected date range by groomer.
|View Content||Scheduled Service Report|
The Scheduled Service Report is list of completed scheduled service orders that can be customized by date range, Service Category and Employee.
|View Content||Time Card Payroll Report|
The Time Card Payroll Report shows you the Scheduled time and the time actually worked for each employee on every day in any selected date range.
|View Content||Product On-Hand Report|
The Product On-Hand Report is used to track inventory quantities.
|View Content||Vendor Report|
The Vendor Report returns a list of active vendors you have entered in the system.
|View Content||Active Vet List Report|
The Active Vet List Report lists all the active Vets in your system.
|View Content||Daily In-House Report|
The Daily In-House Report gives you a snapshot of Daycare and Incoming and Outgoing Boardings for each day during a Selected Date Range.
|Owner and Pet Reports|
|View Content||Active Daycare Packages Report|
The Active Daycare Packages Report returns a list of all Active Daycare Packages in your system.
|View Content||Active Boarding Packages Report|
The Active Boarding Packages Report lists all the active Boarding Packages in your system.
|View Content||Email Bounce Report|
The Email Bounce Report contains pet owners that were identified as having bad email addresses in the Primary Email address field.
(Email Bounce Report is available as part of the 3.8 PetExec release)
|View Content||Owner Activity Report|
The owner activity report will show you any activity by an owner in the owner portal. The data displayed based on report type depends on your application preference settings for the owner portal.
|View Content||Breed Report|
The Breed Report returns a list of all the breeds in your system, the price type for each breed and the number of active pets of that breed currently in the system.
|View Content||How Heard Report|
The How Heard Report lists all the owners that have been entered into the system in the date range selected, and includes the field of How Did you Hear about us.
|View Content||Owner / Pet Report|
The Owner / Pet Report lists the total of Owners and Pets that are in the system, how many are inactive and how many are active. Clicking on a total box will download a spreadsheet for information on all your owners and all their pets. This is useful if you need to see all your active owners including their emails in a spreadsheet.
|View Content||Paw Point Report|
The Paw Point Report helps you keep track of your system's Paw Points currently in use or during any given date range.
|View Content||Pet Advisory Report|
The Pet Advisory Report allows you to keep track of all the pet advisories you have in your system.
|View Content||Pet Birthday Report|
The Pet Birthday Report will list all the Pet Birthdays coming up in your chosen range.
|View Content||Owner Note Report|
This report will return owner notes based on the date range OR the values entered in the search criteria field. This report can be used to see all pet owners with an owner note.
|View Content||Pet Note Report|
This report will return pet notes based on the date range, the Note Type, AND the Pet Name entered. You may optionally restrict the results by Pet Breed.
|View Content||Add & Maintain Pet Breeds|
Steps to add a pet breed to your PetExec system and maintain existing breeds.
|View Content||Scheduled Services Schedule|
Steps to view scheduled services by date or date range.
|View Content||Add Appointment (Scheduled Services)|
Steps to add a Scheduled Services Appointment.
|View Content||Maintain Scheduled Services Appointments|
Overview of the steps to modify or delete a scheduled service appointment for a pet.
|View Content||Scheduled Services Calendar|
Overview of the scheduled services calendar.
|View Content||Add Service Type|
The steps to add a service type. Service types added will appear in your drop down list when adding a product/service to the system. This allows you to categorize your services under the scheduled services module or to create additional service types for reporting purposes.
|View Content||Modify Service Type|
Steps to modify or delete a service type.
|View Content||Add Employee Schedule|
Steps to add an employee schedule to the time clock module.
|View Content||Modify Employee Schedule|
Steps to modify a schedule for an employee.
|View Content||Maintain Employee Locations and Tasks|
Steps to add and maintain employee locations and tasks for the time clock.
|View Content||Maintain Employee Time Types|
Steps to add and maintain employee time types. For example, breaks, lunch etc.
|View Content||Time Card Schedule|
Time Card schedule is the view of the employees scheduled hours.
|View Content||Employee Calendar|
Calendar view of employee schedules. You can also add employee schedules by clicking on the calendar.
|View Content||Employee Sign-In|
Steps for employees to sign in to the time clock module.