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Adam Smith
We're rolling out 
navigation and terminology updates
 to improve clarity and usability. 
These changes are now live for beta testers
, and an 
in-system walkthrough
 will guide staff and clients through the changes.
New Navigation Groups (Staff)
  • Profiles
     (split from Petcare)
  • Operations
     (split from Petcare & Resources)
  • Staff
     (split from Administrative)
Key Renamed & Moved Pages (Staff)
  • Service Settings
     (Operations) → Previously 
    Services & Times
     under Petcare.
  • Segments
     (Operations) → Replaces 
    Client Groups
     & 
    User Groups
    .
  • Form Builder
     (Operations) → Previously 
    Client Forms
     under Petcare.
  • Key Transfers
     (Schedule) → Previously 
    Key Requests
     under Scheduling.
  • Client Packages
     (Schedule) → Previously 
    Package List
     under Scheduling.
  • Billing Settings
     (Billing) → Previously 
    Billing Options.
  • Admin Tools
     (Admin) → Previously 
    Tools
     under Administrative.
  • Staff Accounts
     (Staff) → Previously 
    Users
     under Administrative.
  • Payroll
     (Staff) → Previously under Billing. Now located under Staff.
  • Agreements
     (Operations) → Previously 
    Policies
     under Resources.
Key Renamed & Moved Pages (Clients - Now Flat Navigation)
All client pages are now 
ungrouped
 for a 
simpler navigation experience
.
  • Profile
     → Previously 
    My Info
     under Petcare.
  • Schedule
     → If you used 
    Service Packages
    , it has moved to a tab on the 
    Schedule
     page.
  • Forms
     → Previously 
    My Forms
     under Petcare. This page only appears if forms are required.
  • Billing
     → Now includes 
    Invoices, Transactions, and Billing Info
     in one page.
  • Pay Now
     → Previously 
    Make a Payment
     under Billing. Now a separate button in the main navigation.
Terminology Updates
  • Client Groups & User Groups
     → Combined as 
    Client Segments & User Segments
     under a single 
    Segments
     page.
  • Owners / Master Users
     → Standardized as 
    Administrator
    .
  • Profile View
     → Now 
    Overview
    .
  • Service Categories
     → Now 
    Service Groups
    .
  • Add-on Services
     → Now 
    Addons
    .
  • Other terminology changes align with updated page names listed above.