Precise Petcare Features

You can now see and edit the tip distribution on invoices in one place. To use the tool click on the $ in the Tip column on the Invoices page. From there you can use the "Edit Tip Distribution" button and quickly change how the tip is distributed between visits. Note: The Total Visits Tip $ is not expected to match the Total Paid Tip $ until the invoice has been paid in full. Once paid in full if those numbers don't match it may mean that a manual change has been made (which can be fixed using this tool).

Client and Pet Field Directions let you add detailed sub-headings under any Client or Pet field---so you can give your clients extra context without overloading the field label itself. Directions respect your existing visibility settings, so they only appear to the same roles that can already see the field. Here's how it works: Enable Directions : Go to Admin > Business Settings > Clients > Client Fields (or Pet Fields ), and you'll see a new Directions textbox beneath each field label. Type any supplemental instructions here. Role-Based Display : Directions inherit your field's show/hide rules for Clients, Managers, and Sitters---if a user can't see the field, they won't see its directions. Rich, Inline Guidance : Use the Directions box to enter longer, free-form help text---formatting, examples, or extra notes---without crowding the main label.

You can now customize the status colors shown on the Master Schedule and My Schedule pages using the setting at Site Options > Time & Scheduling > Schedule Colors .

We're excited to introduce Google Drive Integration , allowing you to export spreadsheets and pet photos directly to Google Drive . Now, when exporting, you'll see a new "Drive" button in the export options dialog under Tools > Export . This lets you save spreadsheets as Google Sheets and export pet photos to Drive without manually downloading files. How to Use Google Drive Integration Authenticate Automatically -- The first time you use the "Drive" button, you'll be prompted to sign in with your Google account . Once authenticated, all future exports will save automatically to that account. Export Spreadsheets -- From Tools > Export , click the "Drive" button in the export dialog to save your spreadsheet directly to Google Sheets. Export Pet Photos -- From Resources > Photos , select photos, click Export , and choose "Drive" to save them to Google Drive.

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.

Done on the Staff > Staff Accounts page. Combined with Staff Segments this functionality can be powerful at sorting and managing staff.

This seemingly simple feature brings incredibly powerful capabilities to your management toolkit. Similar to Client Segments , Staff Segments allow you to organize your staff into multiple groupings, tailored to your needs. One of the key ways to group staff is by Date of Hire , enabling you to automatically create segments based on how long staff members have been working for you (relative to the current date). Here's how you can leverage Staff Segments: You can set up automatic staff segments on the Operations > Segments > Staff Segments page. Staff can be segmented based on Date of Hire , Account Type , Tag , Territory , and any custom search . Staff members can belong to multiple Staff Segments simultaneously. Individual staff cannot be manually added or removed from a segment --- instead, adjust the segment's criteria to include or exclude them. Segment-based Custom Rates : For larger companies, this feature saves significant time by eliminating the need to constantly adjust custom rates for individual staff members. Simply set a rate for the Staff Segment, and the system will apply it automatically. Note: If a staff member belongs to multiple segments with custom rates, the system will apply the rate from the first segment listed on the Segments page (you can reorder this list as needed). Segment-based Hourly Pay Rates and Additional Pet Pricing : Set and manage hourly pay rates and custom pricing for additional pets at the segment level. Segment-based ANYONE Assignments : Assign visits to an entire Staff Segment. Only staff in that segment will be notified, and they will have the ability to view and accept the visits. Send Messages to Staff Segments : From the Communication > Messages page, you can send messages directly to any Staff Segment, just like messaging Client Segments. Filter Reports and Master Schedule by Staff Segment : Easily search and filter your reports or the Master Schedule by Staff Segment. Don't forget to use the Save Search option on the schedule for quick access to frequently used filters.

Require Journal Approval allows you to control whether staff journals must be approved before they are sent to clients. Approval requirements can be set globally for all staff, for specific staff segments, or individually for sitters, providing full flexibility based on your business needs. Here's how Require Journal Approval works: Global Journal Approval : Enable a global setting at Admin > Business Settings > Pet Sitters & Journals > Require Journal Approval for ALL Pet Sitters to require approval for journals submitted by all staff members before they are sent to clients. This setting overrides all other approval settings. Staff Segment Journal Approval : Require journal approval for staff belonging to a specific Staff Segment. This setting applies unless the global journal approval setting is already enabled. Individual Sitter Journal Approval : Require approval for journals submitted by specific sitters. This setting is only applied if neither the global setting nor the staff segment setting require approval. Approval Priority Order : 1. Global Setting (highest priority) 2. Staff Segment Setting 3. Individual Sitter Setting 4. (If none are enabled, journals are sent directly to clients without requiring approval.) Approval Process : Once a journal is approved, it is sent immediately to the client with no additional steps required. Note: Require Journal Approval settings can be used in combination with Staff Segments, sitter-level payroll settings, and communication workflows to create custom management structures tailored to your business.

You can now have the system automatically send the client an email when a charge attempt made by staff or by the system automatically is declined. This can be turned on at Communication > Communication Options > Clients > Invoice charge attempt failed .

You can now set Base Services to only be requestable by clients who are part of specific Client Segment(s). This is done by editing the service at Petcare > Services & Times > Base Services and checkmarking Client Segments in the Restrictions section. This will allow for much more granular service access to clients where you could limit a service only to specific Tagged clients or clients in a specific Territory.