Austin Thelen

Release 12-16

By Austin Thelen, 10 months ago

New Vaccine Notification


In this release we have added a new vaccine notification system.  Your customers will still receive their automatic notifications directly from Paw Partner.  We have now added a new way for you to easily notify your customers as well.  In the templates area we have added a new "Vaccine Template".  To access this go to "Settings" -> "Templates" -> "Business" -> "Vaccine Notification".  From here you can customize what your vaccine notification email that is sent to customers.

templates.png

There are 2 ways to send this reminder to your customers.  The first way is directly in the pet card.  If you click on the vaccine tab, you will now see a "Notify" button.  Clicking this will send the Vaccination template to your customer.  You will also see next to the vaccines a "last notified" flag.  This will inform your staff to the last time the vaccine email was sent to your customer.  See the photo below for more information:

vax.png

The second way to send the vaccination notification is in the "Vaccine Report".  To access this report, go to "Overview" -> "Reports" -> "Vaccine Report".  This report will show you your upcoming reservations with expired, missing, or unapproved vaccines.  If your customer has sent vaccines but your staff haven't approved them yet, it will be flagged yellow.  In this report you will see a "Notify" button to send the reminder to your customer and you will also see "last notified" so you can see the last time your customer was notified about the vaccines.  See the photo below for more detail:

vaxreport.png

Searching For One Customers Payment Transactions 


In this release, we have added an easier way to look up a customers payment transactions.  In the "Manager" -> "Payment" register if you search a customers name you will see that the customers name has a clickable button.  If you click this button, it will bring up all of that customer's transactions for the past 18 months.  If you need to look farther back than 18months you can change the dates in the date selector at the top of the page.  We have also updated our database so that searches will be much faster for historic payment or sales reports.  See photo for more detail:

register.png

Edit Number Selected At Checkout


We have added the ability for you to type in a quantity at checkout instead of having to toggle to higher numbers.  To type in numbers, just click the area where the number is and type in your desired quantity.  See photo below for more detail:

checkout.png

Please let us know if you have any questions.  Our team is hear if you ever need anything at Support@pawpartner.com!

Austin Thelen

Big Feature Update 12-9

By Austin Thelen, 10 months ago

Exciting New Updates!


We have an update releasing later today with various features that we have been developing for a few months.  Below you will see the different features with videos and screenshots to better illustrate today's release.  We have also made a blog post with all of this information so you can share with your staff.

Memberships Now Available!


For our businesses who are integrated with our credit card processor Card Connect, we are releasing the ability for you to create memberships and have them automatically billed to your customers.  You will be able to set the renewal period for monthly, annually, or other increments that you prefer.  You can sign customers up for a membership in your office or they can sign up and pay directly through the mobile app.  When your customer signs up for a membership they will receive a monthly package with whichever services you would like to include in the membership.  When their membership renews the next month, their package credits will reset and they will be given their membership credits on that date.  To set up your memberships click the heart logo to see the video below:

To track and edit your memberships, we have created a "Membership Report".  To access this report click "Manager" -> "Reports" -> "Membership Report".  In this report you can toggle to see which memberships are active, cancelled, or inactive.  You can also click "..." to modify, cancel, or delete the membership, or view the financial transaction in the payment register.  To see how to use the "Membership Report" click the heart logo to see the video below:

Bar Code Scanner Update


With this release, we have added support for USB bar code scanners.  There is nothing more for you to do than to plug it in and start scanning.  In "Settings" -> "Pricing" -> "Retail Items" you can add "UPC" codes into your retail items.  This will direct the scanner as to which item you are looking for.  When you are inputting UPC codes you can simply scan an item and the UPC code will be entered.  You can also search for items in your settings by scanning an item with an inputted UPC code.  At checkout, if you click on the "items" tab, you can scan your item and it will find that item and add a quantity of one directly into your checkout.  If you scan the same item again it will add another item as long as there is availability.  

Messaging Updates


In our "Messages" section, we have added a "deleted" tab that will house all of your deleted messages.  In this Deleted tab, you can also restore deleted messages.  Any staff with "message access" will now be able to delete and restore messages, previously that was a manager/owner permission.

In the main message "Inbox" thread we have added a yellow highlight for messages that customers have sent to your business that staff have yet to respond to.  You will see the yellow highlight in the "Updated" column in your inbox.

Another update in our messaging platform is the addition of templates.  You can use templates both when you create a new message or when you reply to a message.  To create a new template simply write the content you would like the template to say directly in the message and click "Save As Template".  This will save the template for you to use in the future.  To use a previously saved template, simply click on the drop down "template" selector and you will be able to choose which template you would like.  Once selected, the template will load directly into the message.  See the screenshot below for more detail:

template.JPG

New Payment Method Tracking


With this update, we have added the ability for you to customize which forms of payments you take and track.  To access this you can go to "Settings" -> "Payments".  In this section you can select which payment methods you would like to enable.  Please note that tracking non integrated payment processors such as "Paypal" will NOT link directly into your Paypal account but will track which payments you log in Paw Partner were Paypal transactions.  See the screenshot below for more detail:

Payment Methods.JPG

Backdating Reservations Now Supported


With today's update, we are now supporting the ability to backdate reservations for all segments of Paw Partner: Boarding, Daycare, Grooming, and Training.  You are now able to change the dates of the reservations before, during, and after a pet is checked out.  Note that if you are modifying "Checked Out" reservations, your modifications will NOT also modify the payment register.  If you want a payment modified, you will also need to modify the transaction directly in the payment register.

We are excited to be releasing these features today.  We have a bountiful amount of features that we are continually working on so keep an eye out in the "Updates" section for all the new features releasing on Paw Partner.  Thank you for being a part of our Paw Partner family, and please let us know if you have any questions or need any assistance at all to Support@pawpartner.com.

Austin Thelen

New Update 11/19

By Austin Thelen, 10 months ago

Grooming Repeating Reservation Update


We are excited to release a new update to allow staff to be able to create repeating grooming reservations.  This update only allows staff to create repeating reservations, customers will still have the same reservation process as before.

Creating A New Repeating Grooming Reservation


To create a repeating grooming reservation you must do so in the groomer dashboard.  This will not be available through "Quick Reservation" or "Create Reservation".  In the groomer dashboard, go to either a groomer's calendar or the overview calendar.  Note that whatever service and add-ons you select for the first reservation will be duplicated to the repeating reservations.  In the groomer calendar, follow these steps:

  1. Select a time and date on the calendar to make the reservation.
  2. Select a pet.
  3. Select a service.
  4. Select any requested add-ons.
  5. Next to "Repeat Reservation" click "Select Dates".
  6. A pop-up window will appear which will allow you to select your desired repeating options.
  7. Review the selected dates.
  8. Click "Create Reservation".

See this video for more detail:

Adjusting Conflicting Repeat Reservations


When you select your repeating reservations, the dates you are selecting may conflict with a full groom schedule, closures for holidays, staff time off etc.  When there is a conflict for a repeating reservation, that reservation will be highlighted yellow and will have "Waitlist" as the status.  This is because there is a conflict and that reservation can't be made.  You are easily able to change this reservation by clicking the "Adjust" button.

When you click the "Adjust" button a pop-up window appears where you can change the desired reservation to a different time on the same day, you can select a different day, and you can even select a different groomer.  After adjusting the conflicting reservation the status will automatically update from the status of "Waitlist" to "Confirmed".  Click "close" in the top right of the screen closing the pop-up window.  This conflicting reservation will then be resolved and move onto the next conflict or you can click "Create Reservation" and your repeating reservations will be created.

See this video for detail:

Multiple Grooming Add-Ons Have Been Created


With this release you are now able to select more than one grooming add-on.  Next to the add-on there is now a drop down selector where you can choose to add up to 5 of those add-ons.  See the photo below for more detial:

grooming software.JPG

New Text Message Use Report


For our customers who have text message integration with Paw Partner you will now have a report showing your text message usage for the month.  Our Text Messaging plan is $10.99 per month with 700 messages included and 2 cents per message after 700.  Previously, since Paw Partner didn't have this report we had been giving unlimited messages for the $10.99 fee.  Beginning in December 2021, the message plans will go into effect.  The text message overages will be processed the first business day of the following month.  For example, December's text messages will be charged the first business day of January. To access the text message report go to 

Manager -> Reports -> Text Message Report

Note that the text messages seen in this report and charged are ONLY text messages sent by the business.  Incoming text messages are completely free to you.  You have full control over what text messages get sent.  We have full customization over what triggers a text being sent by your business.  To view and change what texts are sent by your business go to:

Settings -> Messaging

Next to "Enabled Text Messages" select the check boxes for which events you want texts to be sent for.  See photo for more details:

kennel software.JPG

Austin Thelen

Grooming and Training Update!

By Austin Thelen, 11 months ago

Updates for 11/4/21


Today we have three small updates to the grooming and training sections in Paw Partner.  Below are the updates for both grooming and training in Paw Partner.

Today Tab Now Showing Kennel Number For Boarding And Daycare Pets


In the "Today" tab of the groomer and trainer dashboard, we have added the boarding/daycare service and kennel number under the "service" section.  See photo below for details:

Today.JPG

Service Count Number In The Groomer And Trainer Calendar


In both the individual and groomer/trainer overview calendars we have added a number under each staff member.  This number correlates to the amount of services booked for that staff member on that day.  See this photo for more detail:

count.JPG

Staff Name Added To Cells In Groomer/Trainer Overview Calendar


In both the Groomer/Trainer overview calendar, we have added the staff name every four hours in the background cells for you to more easily see which staff member is on which lane.  We have also added the staff to the bottom scroll bar as well. See photo for detail:

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Thank you all for the great feedback we appreciate you helping us make the platform better!

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