Precise Petcare Features

What's new When a client has multiple groups of visits, Auto Invoicing handles each group separately. For example, if a client books two vacations and the second vacation is not yet within the Include Visits Scheduled window, the first vacation can be invoiced while the second waits. Previously, the second vacation could prevent all of that client's visits from being invoiced. Visits scheduled every day are also invoiced without waiting for the entire schedule to end. Eligible visits are grouped by the applicable invoicing period, resolving the issue where daily visits could continue waiting and never be invoiced. This applies to groups based on Same Trip , Consecutive Day , and Every Other Day visits. The Auto Invoicing preview shows which grouped visits are waiting. What's clearer Several existing settings have clearer names and descriptions. Their existing choices and functionality otherwise remain the same: Create Invoices For is now Invoice by Status . Visit Window is now Include Visits Scheduled . Keep Grouped Visits on Same Invoice is now Grouped Visits . Invoice Creation Frequency is now Create Invoices . Invoice Date is now Date Shown on Invoice . Send Invoices to Client is now After Creating Invoices .

When canceling a visit and confirming, you can now add a custom message to the cancellation confirmation email sent to the client. This applies when using the Cancel action and choosing to confirm the cancellation at the same time. What Changed Previously, adding a personal note required two steps: Cancel the visit. Use the Confirm action separately. With this update, you can now do everything in one step: Cancel the visit Confirm the cancellation Add a custom message for the client The client will receive the cancellation confirmation email with your custom message included. This makes it easier to explain cancellation details, respond clearly to a client request, or include a personal note without needing to cancel and confirm separately.

Clients can now save both a credit card and a bank account (ACH) on file, giving them greater flexibility for payments. When both are available, the system will automatically prioritize using the bank account for automatic charges such as invoicing and recurring payments. How It Works Businesses can set up separate gateways for Integrated ACH Processing and Integrated Credit Card Processing at Billing > Billing Settings > Online Payments . Clients can enter and save both Credit Card and Bank Account information. When an automatic payment is processed, the system will use the bank account if one is available. If no bank account is available, the credit card will be used. When clients make manual payments , they can choose between their saved credit card or bank account. Additional Notes ACH payment processing currently requires an Authorize.net eCheck or Stax ACH-enabled account. Credit card and ACH setups are independent within the system. Support for additional ACH processors will be added in the future.

You can now format your Cancellation Policy , Visit Request Policy , and Client Agreements using the text editor. These are configured under: Admin > Business Settings > Clients Operations > Agreements What Changed Instead of plain text only, these policy and agreement fields now support formatting such as: Bold text Headings Bullet points Italics Colored text This makes it easier to highlight important details clients need to clearly understand, such as cancellation fees, same-day service charges, request deadlines, agreement terms, or other important policies. For example, you can make a same-day cancellation charge stand out using bold text, a heading, or color. Any formatting added to these fields will appear wherever clients view the Cancellation Policy , Visit Request Policy , or Client Agreements .

I would love if there was a way to tell while looking at pet names if each was male or female without having to open each pet profile.

Table View now includes a Go to Date option for date-based tables, making it easier to find records for a specific day without guessing page numbers. This is especially useful on pages like the Master Schedule , where users often need to review visits for a specific date range before invoicing or checking service history. How It Works On date-based tables, use the Go option to select a date. The table will jump directly to the records starting on that date. Regular page navigation is still available. For example, on the Master Schedule , you can enter May 1 and the table will move directly to visits starting that date. Where It Applies This was built for all date-based data in Table View, not just the Master Schedule. The behavior adjusts based on how the table is normally sorted: Schedule-style tables: jumps to the selected date and continues forward from there. Log-style tables: jumps to the selected date while preserving normal pagination for newer/older records. In simple terms: if a table is organized by date, you can now jump by date instead of guessing the page number.

We're introducing a new Client Lifecycle system into PPC Labs that helps businesses better understand where each client stands - and take action automatically when follow-up is needed. This includes two connected areas: Client Insights : classifies clients based on recent activity, booking history, spend, and risk signals Lifecycle Automations : sends automated messages when specific client lifecycle conditions are met Client Insights The new Profiles > Client Insights page organizes clients into lifecycle categories: Prospect New Established Watchlist Lapsed Returned Each client is also analyzed using behavior patterns such as routine, occasional, seasonal, first booking, or no history. The Insights table includes key details like: Last and next scheduled service Completed services Lifetime spend Outstanding balance Last engagement Last contacted Risk / reason This gives businesses a clearer way to identify clients who may need follow-up, rebooking, payment attention, or retention outreach. You can customize how clients are classified using the Client Insights Settings , adjusting the thresholds that define behavior patterns, lifecycle stages, and how quickly clients move to Watchlist or Lapsed status. You can send Messages directly from this page, or utilize the Automations to have the system do it for you. Lifecycle Automations We've also added a new Lifecycle Conditions tab to the Communication > Automations page. Unlike event-based automations , which trigger around specific events like visits or payments, lifecycle automations trigger when a client matches a condition for a defined period of time. Available conditions include: New Client Not Booked : Follow up when a new client signed up but has not scheduled service. Needs Second Booking : Follow up after a client's first completed booking if they have nothing upcoming. No Upcoming Services : Follow up with clients who have completed service but do not have anything scheduled. Lapsed Client : Reach out after a longer gap since the client's last completed service. High Value Watchlist : Follow up with high-value clients who have no upcoming services. Each condition includes timing controls and a rule preview so you can see exactly when the automation will send. Why This Matters This helps businesses move from manually checking client activity to proactively managing client relationships. Use cases include: Converting new signups into first bookings Encouraging second bookings Re-engaging clients with no upcoming services Following up with lapsed clients Prioritizing high-value clients before they drift away

We're introducing a Modern Interface Update in PPC Labs. This replaces the existing interface with a cleaner, more focused version of the app, designed to reduce visual clutter and make information easier to read, without changing how the system works. What This Is A full visual refresh of the system interface and branded emails. Cleaner layout with less visual noise More consistent spacing and hierarchy More intentional use of color to guide attention Easier scanning across schedules, visits, and profiles Dark Mode has also been improved and is more consistently dark than before Updated branded emails consistent with the new design using clear CTA buttons in place of text links The goal is to make the system feel less busy and easier to navigate throughout the day , especially during high-volume workflows. Why This Matters Feedback has consistently pointed to the interface feeling busy or harder to scan , especially when moving quickly between tasks. This update focuses on: Reducing cognitive load when reviewing information Making important details easier to identify at a glance Improving confidence when taking actions (especially around scheduling and billing) This is not about changing workflows, it's about making the existing ones clearer and easier to use consistently . What's Not Changing Core workflows (scheduling, billing, journals, etc.) Data, settings, and business logic Overall structure and navigation Most things remain in the same place. This is a visual replacement, not a functional redesign. How to Enable Admin → Business Settings → PPC Labs Turn Modern Interface Update On Takes effect immediately Can be turned off at any time Notes This update replaces the existing interface while enabled It is still being refined based on feedback If anything feels unclear or off, contact support

Now when you make a change to price/pay on a Base Service and use the Effective Date it will work like you expect, including: Existing visits on or after the Effective Date will be updated with the new price/pay (as before) The Base Service WILL NOT be changed to the new price/pay but instead the system will store the dated change separately so a) when viewing the Base Service you will see what will change and when and b) when Recalculating visits the system will use the appropriate price/pay for the date Once the chosen Effective Date has been reached then the Base Service will be updated with the new price/pay Past Effective Date choices (moving forward, nothing you saved before this update) will also be remembered so if you Recalculated visits in the past it should use the appropriate price/pay even if you have since changed it This is only for Base Services at this time and Effective Date changes to individual Client and User rates will still function as before. This feature has high potential for bugs so be on the lookout for anything odd.

Custom exports for different payroll companies on the Billing > Payroll page.