New Release 11/10

By Austin Thelen, 2022-11-11

New Prerequisites Feature!


One of our most requested features has been for prerequisites.  We are very excited to release this new feature!  You are now able to create required services to be completed before a customer is allowed to book a certain service.  This is particularly useful for boarding and daycares that require assessments to be completed or for trainers who would like training courses to be completed before a customer moves onto the next level.

To set new prerequisites, you can do so by clicking "Settings" -> "Services" then click "prerequisites" in the top left corner of the screen.  From there you can create a new prerequisite and select from many options.  Please see this video for how to set up an "Assessment" prerequisite for boarding or daycare:

You can also set up prerequisites for your group classes as a trainer.  Here is a video of how to set up prerequisites for training classes that must be completed before the next level is reserved:

When you set up prerequisites it will limit your desired service from being reserved by them until they have met the requirements.  We do allow staff to override prerequisites, but do label them when the prerequisites have not been met for staff.  Here is a video of what your customers will see when they are booking an assessment with a prerequisite set up:

Many businesses will have groups of customers who they would like to add previously pass requirements and allow them to skip the set up prerequisite.  You are able to update a pet to have "passed" the prerequisite in two ways.  First, you can update them directly in the pet card by clicking the pet picture anywhere in Paw Partner.  In the opened pet card, you can select in the top right options menu the drop down selection of "Prereq config" and this will pull up a window that will allow you to set up a pass for that pet.  The second way for you to add a pet to "bypass" the prerequisite is a new tool.  Click "manager" -> "tools" -> "reservation prerequisites".  In here you can easily search for pets and set up bypasses for them to skip the prerequisite.  See this video on how to do this:

New Optional Feature: Require Vaccines/Agreement/Questions For A Pet To Be Checked In (No Exceptions)


We have also released a new optional requirement for pets to be up to date on Vaccines, Agreements, or Questions to be completed before the pet can be checked in.  To be clear: there are no overrides or exceptions on this feature, so this tool would best be used by businesses who absolutely require these to be complete before the customer can check in.  If the customer is missing these the system will prevent your staff from checking them in until the missing information is inputted.  The default for this is for the requirements to be off so this will only be enabled if you go an enable it.  Just remember if you enable it, the system will fully block staff from checking in a pet if it has missing information.  To enable this feature click "Settings" -> "Business" you will see "require at check in" and you can select which of the check boxes you want to absolutely require before the pet is checked in.  Here is a photo of where to enable this feature:

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If this feature is not enabled, Paw Partner will continue working exactly as it was before.  Your staff will be alerted with a modal window asking for them to confirm they want to bypass the alerts that are presented to them.

Upcoming Releases


* Marketing and CRM. We are currently in an open BETA testing of our new email marketing and CRM.  We have had some great feedback from our businesses and are still working on updates as we finalize all of the features.

* Other training roster updates

*Additional reporting updates

New Release 10-12-22

By Austin Thelen, 2022-10-12

We are excited to release some features we have been working on over the past few months.  These updates range in a wide area of the platform and should help with business operations!

Blocking A Pet Owner From Making Reservations


We now have the ability to block pet owners from making reservations.  To do this you can access the "Owner Card" by clicking on the owner icon in the customer browser or within the pet card.  In the "info" tab of the owner card if you scroll to the bottom, you can now select the check box that says "Block Reservations", then click "Save".  Note this this will block the owner from submitting any of their own reservations.  They can still message the business and see past reservations.  Your staff can also override but there are numerous flags and pop up windows warning staff about the owner being blocked.  See this video for how to use this new feature!

Blocking A Pet From Making Reservations 


We also made a new block pet feature similar to the block owner feature above.  This feature is useful if a pet fails an assessment or if you do not want to book a pet for any future reservations but the owner has dogs you want to still be able to make reservations for.  To block a pet from making future reservations, click the pet icon to access the pet card.  Click the "info" tab and scroll to the bottom and check the "Block Reservations" checkbox.  When a customer goes to make a reservation their pet will be grayed out and unelectable for them to make a reservation.  Your staff can override this but will have numerous flags and windows alerting them they are making a reservation for a blocked pet.  See this video for how to use this new feature!

Updates To The Pet And Owner Cards


In both the pet and owner card we have replaced the icons in the top right corner to a drop down select with writing.  This makes it more clear and allows us to add more actions.  In the owner card (accessed by clicking the owner icon) we added "Send Message" in that drop down menu.  This allows you to send messages to the owner in many more places throughout the platform.  In the pet card we added a "Info" tab.  You can now easily update basic pet info directly in the pet card instead of having to click into the pet profile.  This will save a lot of time when making simple updates to the pet.  See this video for how to use this new feature!

Making Multiple Classes At One Time


From some great feedback from our pet trainers we have added the ability to make multiple classes of a course at one time instead of individually.  You can access this by going to the trainer dashboard and clicking "manage courses".  If you click "Add New Start Date".  When entering in your first class information, when you scroll down you will now see "Optional: Create Multiple Class Dates".  When you click this you can enter your repeating options and it will make all of those classes at one time instead of making each individually.  See this video for how to use this new feature!

Cloning A Class And Adding Current Customers To The New Class 


We have added the ability to clone an existing course by clicking the clone icon where the course appears in the "Manage Courses" area of the trainer dashboard.  Now when you clone a course it will show a list of current customers in that course.  You can select some or all of them to add to the new cloned course.  This makes it much faster and easier for classes that are on going and the same customers continue taking the same course.  See this video for how to use this new feature!

Upcoming Release


Along with these new features we have been working on some other big features over the last couple months and they are almost ready.  Here are some of the additional new features we have built and are testing before we get them released out.

  • Customer Communication and Marketing.  We are finishing testing this but have an open BETA test.  If you would like us to enable this for you and send you some training on how to use it email us at Support@pawpartner.com and we will enable it for you.
  • Pre-requisites for reservations.  The ability to require assessments before booking boarding or daycare.  Also the ability to require completing one training before booking another trianing.
  • Training and Roster Updates.  From feedback from some of our great trainers we are working on some updates to make it easier to operate.

As always thank you wall for your continued feedback and support!  If you have any questions about this release feel free to contact us at support@pawpartner.com 

 

New Updates 8-6!

By Austin Thelen, 2022-08-06

We have been working on our email marking and Customer Relations Management update for the past couple months.  Those features are on the finishing stages of being tested and updated.  We are expecting to release that big release in the next couple of weeks.  This release has some significant changes that have been requested for a long time and they were developed in tandem with our marketing CRM changes.

Business Messaging Update


With our release today we have 2 changes in our messaging update:

Mark As Unread


In the messaging browser you can now mark messages "Unread" by either clicking the check boxes in the main messaging screen or within the individual message view as well.

Staff and Customer Messages Separated


Within the messaging system we have separated out staff messages and customer messages.  Staff messages are any messages sent to any staff within your company.  When creating a staff message you can now send a message to "All Staff", to a staff Job Type, or to an individual staff member.  You will see customer and staff inbox and sent separated out to keep those easier to manage.  See the picture below for reference.

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Customer Notification History


With this new update we added a new icon in the owner card.  To access the owner card click on the owner icon.  In the top right of the owner card you will see a new icon that is an envelope and is the "notification history" icon.  Clicking this will take you to the customers notification history where you can see any emails, text messages, or push notifications that has been sent to the customer.  You can also access this in the customer list by clicking "..." next to the customer and click "notification history".  See the photos below for reference.

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Package Expiration Update


We have added some new durations for package expirations.  We have added 1 week, 2 weeks, 3 weeks, and 36 month.  To access click "settings" then "pricing" then "packages".  See picture below for reference.

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Business Information Sharing


When we created Paw Partner we designed it so that we would have 3 areas that businesses on our platform could help the pet community out and share some information.  In the past few months we have had some businesses use this community sharing information in a way that does not meet our standards of how businesses should interact on the platform.  This has necessitated us to make all information non sharable between businesses.  The three areas that businesses used to be able to share information with other businesses that are now changed is the pet profile pictures, pet vaccinations, and pet incidents.  All three of these areas are now completely separate per business and there is now no sharing of information between businesses unless your company has multiple locations.  See the picture below for reference of the three areas that are now separated.

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As always, we really appreciate all of the feedback and continually have features we are working on, so if you have submitted feature requests we are working through our list!

Training Roster And Homework Updates!

By Austin Thelen, 2022-05-20

Homework For Pet Training


As part of this exciting new release we have added a new 'Homework' feature.  You can now send your clients Homework for private training lessons or in group classes.  For private lessons, you can send them homework directly in the "Today" tab from the training dashboard.  For group classes, you can send your entire class homework or individual owners homework directly from the "Today" tab in the trainer's dashboard or directly within the new "Roster" section of a group class.

When a customer receives homework, they will have a new "Homework" icon pop up in their home screen options.  They can access new homework or any homework for previous lessons/classes they have taken in the past.  See the video below for details on how to use this new feature!

New Class Rosters For Group Classes


We have been developing this feature for a long time and we are really excited to release it!  You can now access training rosters for any group course you teach.  You can access all of your rosters in the "Roster" tab in the trainer's dashboard or by clicking the "Roster" button in the "Today" tab next to the course you want to see the roster for.

Within the roster you can easily message the whole class, send homework to the class, take course notes/lesson plans, view and update notes about individual pets, group check in pets, individually check pets in, group checkout pets, individually check out pets, and more.  See the video below for details of how our rosters work.

Custom QR Code And Flyer For Custom Branded Apps


A couple weeks ago we released the ability to create custom branded apps for your business!  We have had a big response to people signing up for those!  We have designed a way for Paw Partner to automatically create a custom QR code for you to use in marketing materials.  The QR code will take your customers to either the Apple App store or Google Playstore to download your new custom branded app.  We also made a simple marketing flyer if you don't want to create one yourself.  To access these materials go to "Settings" -> "Integration" -> "Mobile App Flyer& QR Code".  See the video below for more details.

New Update 4-1-22!

By Austin Thelen, 2022-04-01

Exciting New Updates!


In today's release, we have updated and improved many new features. This blog will cover our three biggest updates.  Stay tuned on our next update coming soon with our new training roster and homework updates.  This will be released when it is finished being tested!

Multi-Messaging Updates


With this new update you are now able to send multiple messages at the same time.  You can do this in two areas: the Arrival Report, and in the Reservation Browser.  We are working on developing a more in depth "Email Marketing" feature that will be released when finished.  These messaging features are integrated with our messaging platform and can use templates and attachments but not branded marketing which is what we are working on adding.

Messaging In The Arrival Report


Messaging in this report is particularly useful when you want to contact all of your customers scheduled to come in on a certain day.  An example would be "my groomer is sick and I need to message all of my grooming customers tomorrow to let them know they need to be rescheduled".

To access this report go to the overview screen and click "Reports" -> "Arrival Report"

You can select which date you want to see in the date selector at the top of the page.  You can use the red toggle button on the top right corner of the screen to switch between services scheduled to arrive on that day.  See the video below for detailed instructions of how to send messages within this report:

Messaging In The Reservation Browser


Messaging within the Reservation Browser is possible by going to the overview screen and clicking "Reservations".  Within the Reservation Browser you can sort and filter by clicking the tabs or the sorting headers on the op of the columns.  See video below for detailed instructions on how to send multiple messages in the Reservation Browser:


Taxable Income Report


We added a new report in our "Sales Report" section.  This can be accessed by clicking "Manager" -> "Reports"-> "Sales" -> "Taxable Income".  This report will allow you to select a date range and will show you all of your taxable income for that period and how much tax was collected for that date range.  Your collected tax amount will match your total tax collected in the Sales and Income Overview report in the top summary section.  For detailed information regarding the new Taxable Income Report see the video below:

Deposit And Prepay Tip Prompt Setting Update


We have added some new settings regarding prompting your customers for tips when they are paying a deposit or prepaying for a reservation.  You can update these preferences by clicking "Settings" -> "Payment".  See the video below for detailed instructions on how to use these new setting updates:

A big thank you to all of our customers for the continuous feedback.  We have many new features we are currently working on.  We slightly changed the way we release bug fixes and small new features allowing us to release those to you faster.

Please let us know if you have any questions or need anything at all!

- Paw Partner Support

New Custom Branded App Available!

By Austin Thelen, 2022-03-04

Get Your Custom Branded Mobile App Now!


$300 App Building Fee And 99$/Month


We are beyond excited to be releasing our new custom branded mobile apps.  This is a feature that we have been developing for months and it is finally available for release- you can now have your very own mobile app in the Apple App store or Google Play Store!  Signing up for the custom mobile app will give your staff and customers a complete branded experience on the desktop as well.  Read below for more information about this exciting new release!

The Custom Branded Mobile App


Do you want your customers to have the most branded experience with the most features in the industry?  Check out our new branded apps!  When you sign up for a branded app, we will build and release an Apple and Android app in the App stores.  Your branded mobile app will have the same full set of features but will have branding exclusive to your business and an app with your business' name on it!

Your App With Your Business' Name On It!


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Your Business' Branded Colors!


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With your custom branded app, your customers will have the same experience and login account information as with our main Paw Partner app, but will only be able to interact with your business!  Customers will have the same options to make reservations, buy packages, pay invoices, sign up with memberships as with your current Paw Partner account.

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When your customers interact with your business through their desktop or mobile app, they will also only see your business' posts and pictures in their 'timeline'.

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When you sign up for our branded app, your customers will have all of our premium app features for free!  Your business will also have the option to turn off these features if you choose.  For your daycare or boarding services, if your business chooses to allow, your customers will be able to set alerts for our mobile app to alert them when you are filling up for a specific date or holiday so they can get a reminder to make a reservation for the holidays before you fill up!

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Another premium feature your customers will get included with your branded app if you choose will be that they will get a occupancy color bar showing how close you are to being fully booked.  You have the ability to limit these premium features for your customers if you choose!

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Your Staff Will Have All The Same Features 


With our new Branded experience, your staff will have all of the same features and logins as they do with our Paw Partner login, but they will also have the branded experience!

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Your Staff will have all the of features from our industry leading mobile app including task management, messaging, time clock, and more!

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Try Out Our New Branded App For Yourself!


We have created a demo custom branded mobile app in the app store.  Just search for "The Pet Dojo" in either the Apple App Store or the Google Play Store.  Download the app and log in with your current Paw Partner credentials and you will be able to see what your customers will experience with the new Branded App!

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Pricing Information For Your Own Custom App!


Our industry has a couple companies who have attempted to make "Custom" apps.  Our new branded app is a complete game-changer for the industry.  We brought all the features of Paw Partner and made it available in your Branded app.  Instead of only having features on the customer side, our branded app has 100% of the features that you can use on the computer also available in the mobile app.  The limited custom apps in our industry charge up to a thousand dollars to build your app and hundreds of dollars per month.  We want our customers to have every tool available to grow and boost their business.  

To build your new Custom Branded App there is a $300.00 app-building fee.

When signing up for the Branded App there is a $99.99 monthly maintenance fee.

This branded service is an add on to our general Paw Partner subscription and is added to your current or new subscription with Paw Partner.  

Speak with our team today, we would love to show you the best Custom Branded App in the industry!

Message Support@pawpartner.com to speak with our team!

Release 12-16

By Austin Thelen, 2021-12-16

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.

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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:

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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:

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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:

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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:

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

Big Feature Update 12-9

By Austin Thelen, 2021-12-09

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:

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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:

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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.

New Update 11/19

By Austin Thelen, 2021-11-19

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:

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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:

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Grooming and Training Update!

By Austin Thelen, 2021-11-04

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:

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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:

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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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