Reports
PawLoyalty - Using report cards
Click on PawLoyalty, Administration. Click on Report Cards. This is where you setup the content that is available to be added on report cards. Click Configure on the module you want to edit. Add title and subjects. Add subjects that you can create ...
PawLoyalty - EditLog report
The EditLog report lets you track all the changes in your system for the specified date range. Click on Reports, EditLog report. You can choose any date range. If you just want to see what happened today, keep it on today's date. If you're trying to ...
PawLoyalty - Expired vaccination email
To what pet received the expired vaccination email, click on Reports, Vaccination report. Choose the date of the email. This will list all pets who received the email.
Print mass Room cards or Grooming cards
Go to operational reports > Groom & Room Card
Set a call back
You can create a task to do under the customers account and then the edit tab. From there you will click on the task tab and enter in a task. You can pull the report by going to operational report > lead task report
Grooming, training and additional services report
You can pull a report on services listed and either print them or use the electronic charting to show the service has been completed Operational report > grooming Operational report > training Operational report > extra
Feeding and medication reports
You can pull operational reports by following the below steps. You can either print the reports or use the electronic tracking so it can save on the customers account Operational report > feeding report Operational report > feeding report
See Balance due on accounts
You can see balances due on the customers account by going to financials > invoice reconciliation (pulls date range one month at a time - can pay from here to account) reports > partially paid invoice report (pulls all amounts owed on accounts. Also ...
Report on business's health
Financial > Business health Financial > Flash report Examples below
Financial End of Day Reports
Below are the financial reports you can pull at the end of the night Financial > Close Out report - (Main recap of financials) Financial > Daily Revenue with Cancellations - ( will show payment method, canceled and refunded appointments Reports > New ...
Marketing and drip campaign "how to's"
Please see attached document.
Run Transfer Report
This report will let you have clarity as to the pets you moved in the date range you selected with what room they came from and what room they are now currently in through the until date. .
Recent Articles
Cloud - Default services
On the pet card, you are able to add default feedings, medications and exercises so that they load onto every appointment made for this pet. This is a great time saver if the pet gets the service every time. Important: If you add/modify/delete ...
Live Access - Default Services
On the pet card, you are able to add default feedings, medications and exercises so that they load onto every appointment made for this pet. This is a great time saver if the pet gets the service every time. Please note: Default services will load ...
PawLoyalty - Using Custom Icons
Custom Icons allows you to flag accounts and quickly see information by viewing an icon. For example, you can set an icon to alert you about an arthritic pet, a client who has special instructions, a pet who has food allergies, and so on. Click on ...
PawLoyalty - Using report cards
Click on PawLoyalty, Administration. Click on Report Cards. This is where you setup the content that is available to be added on report cards. Click Configure on the module you want to edit. Add title and subjects. Add subjects that you can create ...
PawLoyalty - Disable Online Bookings
When you are ready to turn off OLR through PawLoyalty, click on PL and Administration. You'll need to do these steps for Current Customer Services in Widget and New Customer Services in Widget. Uncheck all of the options and hit Save. Next, click on ...