Reports
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.
Report Cards
This is just for your view. And also the view. It does not come over to the client with the sample image. See below. first one is with no image, second is with one and the last one is with three. If there is a profile picture attached to the pet then ...
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
Live Access - Payment options: Split payments, partial payments, using credits
Split Payments You are able to split payments on an invoice, paying part with cash and part with a credit card, for example. Here is a $391.10 invoice that the client wants to pay $100 in cash and $291.10 on a credit card. Click Save Invoice and Pay. ...
Live Access - Creating invoices/taking payments
This document will show you how to invoice appointments, take payment, create a cash sale or retail invoice, and how to store a credit card on file. Invoicing appointments You can invoice appointments from several screens. On the dashboard or ...
Live Access - Using deposits/credits
You are able to add credits to the client's account or add a deposit to the appointment screen and use that to pay an invoice. To add a credit, go to the client card and click on Financials. Click on Add a Credit. Enter the amount and hit Pay. Choose ...
Live Access - Refunds/Returns and Voids
Voids Voids are done on credit card transactions that have not batched out yet. Say you ran a credit card today and either it was on the wrong client, or the client didn't want to use that card or for any reason you want to get rid of it, you will ...
Cloud - Grooming packages
You can create Grooming packages and Kennel Connection will count them down. You can create a package for Groom, Nails, Bath, Other Groom. For this article, we will create a Nail Trim package. Click on Setup, Packages, Grooming packages. Click on Add ...