|View Content||Getting Familiar with the PetExec Documentation|
How is the documentation site organized? This PDF will give you an overview.
|View Content||Setting up your PetExec is as easy as 123!|
New to the PetExec pack? This document will take you step by step through your PetExec set up. Setting Up Your PetExec is Easy as 123!
|View Content||Tech Support Guidelines for Packmates|
Details about PetExec's technical support can be found in this PDF.
|View Content||An Overview of Adding Products and Services to your PetExec System|
New to the PetExec Pack? This document provides a general overview of adding products and services. Products and services should be added to PetExec for any services scheduled for a pet, retail products sold, or additional charges assessed.
|View Content||Adding Food and Retail Products/Services|
New to the PetExec pack? These documents describe the relevant fields when adding food products/services and retail products/services.
|View Content||Adding "Other" Package Products & Services|
New to the PetExec pack? This document describes the relevant fields when adding "other" package products/services. "Other" package products/services can include your grooming or scheduled services products, for example, a package of 5 dog walks, or 5 baths.
|View Content||Hours of Operation Overview|
Hours of Operation Overview. The document covers Maintain Hours of Operation and Hours of Operation calendar under Company Preferences.
|View Content||Adding existing daycare packages from another software/system/process to an owner account in PetExec|
If you are new to PetExec and have pet owners with existing daycare packages that need to be added to PetExec this document describes the steps to add existing packages to an owners account.
|View Content||Vaccinations Overview|
Vaccinations are important to healthy pets and a healthy business. In PetExec, there are many options throughout the system for how pet vaccinations are handled and displayed. The Vaccinations Overview document provides an overview of pet vaccinations throughout PetExec.
|View Content||Adding Daycare Products & Services|
New to the PetExec pack? This document describes the relevant fields when adding daycare products/services.
|View Content||Adding Daycare Package Products & Services|
New to the PetExec pack? This document describes the relevant fields when adding daycare package products/services.
|View Content||Play Area Manager|
An Overview of the Play Area Manager. The Play Area Manager gives you the option to view all pets in your play areas and quick move multiple pets between play areas. Sort and filter by many options, as well as having access to critical pet information
|View Content||Smart Daycare Feature|
An Overview of the smart daycare features included in PetExec 3.6.
|View Content||Automatic Daycare Feature|
In PetExec you have the option to Enable Automatic Daycare. When enabled, daycare services will automatically change at checkout to either the next highest priced daycare or the next daycare service as configured in each daycare services’ settings. You can set the length of time (in hours) required to trigger the service change. Click for details on the Automatic Daycare Feature
|View Content||Setting up kennels and boarding services|
Setting up kennels and boarding services
|View Content||Adding Boarding Products & Services|
New to the PetExec pack? This document describes the relevant fields when adding boarding products/services.
|View Content||Adding Boarding Package Products & Services|
New to the PetExec pack? This document describes the relevant fields when adding boarding package products/services.
|View Content||Additional Boarding Setup and Daily Operations Guide|
Additional Boarding Setup and Daily Operations Guide
|View Content||Using Custom Boarding Features|
Overview of the Custom Boarding Features found under the Daily Details boarding page. Custom boarding is a PetExec feature that allows you to change details like boarding services, prices and kennels on a daily basis for a boarding appointment.
|View Content||Boarding eScorecard|
An Overview of the Boarding eScorecard Feature.
|View Content||Boarding Status Colors Feature|
An overview of the Boarding Status Colors feature and options.
|View Content||I signed a pet out of Boarding by accident, how do I sign them back in?|
Sign them back in via modify boarding, delete the order (take note of the dates/times), modify the dates on the dashboard. Click here for the PDF.
|View Content||Adding Grooming Products & Services|
New to the PetExec pack? This document describes the relevant fields when grooming products/services.
|View Content||Grooming Calendar Overview|
Overview of the uses of the grooming calendar.
|View Content||Scheduled Services Overview|
Overview of the Scheduled Services Module and Adding a Service Type.
|View Content||Adding Scheduled Services Products & Services|
New to the PetExec pack? This document describes the relevant fields when adding scheduled service products/services.
|View Content||Adding Group Training Products & Services|
New to the PetExec pack? This document describes the relevant fields when group training products/services.
|View Content||Communication Templates|
Communication templates are the default message templates that PetExec uses for all automated and blastable messages. Click for details on how to update your communication templates for emails and automated SMS messages.
|View Content||Uploading Images For Emails, Agreements, Report Cards etc|
Upload an image to PetExec to use in email templates & other places. Click here for the PDF.
|View Content||Linking Documents Within Emails, Agreements, Report Cards etc.|
While you cannot attach a document to an email, it is easier than ever to include a LINK to a document in an email, agreement report card etc. Click here for the PDF.
|Owner Portal/Mobile App|
|View Content||An Overview of the owner portal and mobile app|
This document gives a high-level overview of the owner portal and mobile app functionality. Click here to view PDF.
|View Content||Web Developers Guide|
WebDevelopersGuide: PetExec Customer Login, Create your own custom login page, Create a way for customers to register online
|View Content||Owner Portal/Mobile App - Setup Guide|
PetExec's Owner Portal/Mobile App - Set Up Guide - This document gives step by step instructions on how to setup the owner portal/mobile app.
|View Content||Mobile App - Customization Guide|
This document describes the steps for customization of the mobile app. Mobile App Customization.
|View Content||Curbside Service Overview|
Pet parents can use the mobile app and/or the owner portal to notify you when they are arriving for curbside service. They can create events for picking up or dropping off and employees can manage curbside events to easily see who is on the way or who has arrived.
Employees can see a list of all the events from pet owners sorted by estimated arrival time and mark events when they are completed.
Pet Snaps users can also enable SMS text notifications for these events so that employees receive text notifications.
(Curbside feature is available as part of the 3.8 PetExec release)
|View Content||Password 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.
ScanningBarcodes- Using key tags for owners or pets, barcodes/SKU for retail
|View Content||Pet 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 Content||Occupancy 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 Content||Override Functionality Overview|
The Override Functionality PDF provides an overview including setup details, errors that can be overridden, and step by step instructions.
|View Content||QuickBooks Export Overview|
Overview of the QuickBooks Export function.
|View Content||Receipt Printing Tips|
Receipt Printing Tips for receipt/standard printers. (Also contains details on capturing tips/signatures before processing an order.)
|View Content||Recurring 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 Content||Report Card Functionality|
The Report Card Functionality PDF covers template setup, creating report cards and report card maintenance.
|View Content||Testing adding a GIF file|
Example of employee signing in and signing out.
|View Content||Restrict Employee IP Login by Address |
An overview of the Restrict Employee IP Login by Address feature.
|View Content||Refunding An Order|
Details on how to apply a refund.
|View Content||Modifying Orders - Change an owner payment to a boarding deposit|
This document outlines the steps to change an order from an owner payment (which is applied as a general credit to an account) to a boarding deposit (which is applied to a specific boarding reservation). Modify Orders-Payment to Boarding Deposit.
|View Content||Modifying Orders - Daycare packages, daycare products, sign-in/sign-out times.|
This document outlines the steps to modify orders related to Daycare packages, products and sign-in sign-out times.
|View Content||PetExec 3.0 New Functionality Aide|
An overview of what is new in PetExec 3.0 - PetExec 3.0 New Functionalty Aide