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
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.
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.
The Override Functionality PDF provides an overview including setup details, errors that can be overridden, and step by step instructions.
Overview of the QuickBooks Export function.
Receipt Printing Tips for receipt/standard printers. (Also contains details on capturing tips/signatures before processing an order.)
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.
The Report Card Functionality PDF covers template setup, creating report cards and report card maintenance.
Example of employee signing in and signing out.
An overview of the Restrict Employee IP Login by Address feature.