Precise Petcare Features

To eliminate 'clutter', it would be helpful to have the ability to archive staff accounts after marking them inactive.

Update: Automations Now Support Client Lifecycle Triggers Automations have been expanded beyond event-based triggers to now include Client Lifecycle . You can now create automations based on client behavior over time (for example, clients who haven't booked, have no upcoming visits, or have become inactive), in addition to traditional event-based triggers like visits or birthdays. This introduces a second type of automation: Event-based → triggered by a specific action Lifecycle-based → triggered when a client meets defined criteria These work together, allowing Automations to handle both real-time events and ongoing client engagement. Original Post We're introducing a set of updates that make your work faster, more personal, and more consistent. At the center is Automations , a new way to automatically send communications based on real events in your business. Alongside that, Responses and the new Personalize button expand what's possible anywhere you're using the editor. Together, these features help you save time while still keeping your communication meaningful. Responses What were once called Canned Responses are now simply Responses . They've moved out of the Messages page and into their own location under Operations > Responses , giving them a clear home and making them easier to manage. You can still insert them anywhere you're writing with the "Responses" dropdown in the editor, so you always have quick access to your most common phrases and templates. Personalize The editor now has a Personalize button that lets you drop in placeholders for the recipient's First Name or Full Name . When the message is sent, those placeholders automatically become the client's or staff member's real name. This works across the system wherever you're writing --- from individual emails to staff announcements, to automations themselves. It's a small feature that makes every message feel like it was written just for the recipient. Automations Automations let you schedule messages that go out automatically in response to events. You can set up reminders tied to any visit, notifications at the start or end of a group of visits, or celebratory messages for pet birthdays and birth months. You can also create a welcome message when a client has their very first visit. When composing an automation, you write the subject and body in the same editor you already know. Automations also support an CTA Text and CTA Link , which adds a Call to Action at the bottom of each email. Visit-based automations sent before visits take place will include a list of those scheduled visits. How to Use Go to Communication > Automations and create a new automation. Choose the event you want to trigger it (such as "Any Visit" or "Pet Birthday"). Write your message in the editor, using Responses and Personalize if you like. Your automation will now run automatically whenever the event occurs, keeping your communication timely and consistent without adding to your workload.

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

What’s new as of 5/18/26 We’ve updated AssignIQ and RouteIQ to make intelligent scheduling and route optimization easier to review, adjust, and trust. AssignIQ helps decide who should be assigned to visits. RouteIQ helps decide the best order and timing when visits are already assigned. AssignIQ and RouteIQ are now clearer AssignIQ assigns sitters. RouteIQ optimizes already-assigned routes. Admins have more control Change sitter inline. Change arrival time inline. Locked values are respected. AssignIQ is more transparent Reasons explain why sitters are suggested. Notes and sitter schedules are accessible without leaving the workflow. Routing is more configurable Consolidation preference. Arrival increment. Staff segment filtering. Staff restrictions are more precise Animal-specific exclusions are now supported. How to Use AssignIQ Set Staff Scheduling Preferences You can configure sitter-specific scheduling rules under AssignIQ Behavior when editing staff accounts on Staff > Staff Accounts . These preferences help AssignIQ understand which sitters should or should not be considered for certain work. This includes availability-related rules, service restrictions, overnight preferences, and animal-specific restrictions. Animal restrictions are more flexible than simple “Dogs Only” or “Cats Only” rules, allowing more precise exclusions for allergies, fears, or other sitter-specific limitations. Select Visits to Assign In the scheduler, select one or more unassigned visits, click Assign , then choose AssignIQ . If you prefer to assign manually, use Direct Assign instead. Review Suggested Assignments AssignIQ generates optimized sitter assignments and suggested arrival times based on the selected visits and your configuration. Suggestions may include a short explanation showing why a sitter was recommended, such as: Primary or secondary sitter Recent sitter Closest sitter Has key Route fit Best available fit A more detailed popover is also available when you want additional context behind the recommendation. Review Notes and Sitter Schedules When relevant notes exist, AssignIQ shows a notes icon on the visit row so managers can review important scheduling context without leaving the workflow. A schedule icon may also appear near the suggested sitter, allowing you to quickly review that sitter’s day before accepting or changing the assignment. Make Adjustments You can edit directly in the AssignIQ results table. Change the suggested sitter Change or customize the arrival time Reset locked values when needed When you manually change a sitter or arrival time, that value becomes locked. Changing a sitter does not require AssignIQ to run again. Changing an arrival time can affect routing, so AssignIQ will prompt you to run it again before finalizing. Adjust AssignIQ / RouteIQ Preferences Use the Preferences button to adjust how AssignIQ and RouteIQ handle scheduling and routing. The preferences panel lets you control how much weight is given to factors like sitter relationship, distance, and route consolidation. You can also adjust timing behavior, such as arrival time increments, and limit AssignIQ to a specific staff segment when needed. These settings allow each business to tune AssignIQ to better match how they schedule in practice. Run AssignIQ and Finalize Click Run AssignIQ to generate or refresh suggestions. Once the assignments look correct, click Finalize Assignments to confirm the selected sitters and times. Sitters are notified the same way they are when visits are assigned normally. How to Use RouteIQ RouteIQ is used when visits already have sitters and you only want to improve the route order and timing. You can use RouteIQ in two places: From Route View , using the magic icon next to a sitter with enough visits From AssignIQ, when all selected visits are already assigned, by selecting the RouteIQ option in the bottom left RouteIQ keeps the current sitter assignments in place and optimizes the route order and arrival timing. It shows useful route context such as: Visit count Total drive time Total service time Time span Order changes Optimized arrival times When you finalize RouteIQ, sitter assignments remain unchanged. The visit timing/order is updated based on the optimized route.

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.

This was done briefly in a previous update but was glitchy so was removed. I think it's very useful. I'd like to be able to see each day whose bookings are finished.

This is a personal setting for your own account. Others are not affected when you change it. To switch to Dark Mode select it from the User menu above the navigation (not available in the app) or on your Administrative > My Account page. Let me know if anything looks funny or is hard to read. Full app support (the top bar) will be added in the future.

We've expanded Profile Change Tracking to include visual indicators directly on the My Schedule page. When a client updates their profile, staff who have not yet reviewed those changes will see an indicator on that client's upcoming visits. This ties into the existing Profile Change Tracking system and reflects updates made within the standard 90-day change history window. How It Works When a client updates their profile, the system records the change. Staff who have not reviewed the updates will see an indicator on upcoming visits on their My Schedule page. The indicator remains until that staff member clicks through to review. What Happens When Clicked Clicking the indicator icon opens the client's profile. Only the fields changed since that staff member last reviewed are shown with the normal recent change icon. The system records that the updates were reviewed. The My Schedule indicator icon disappears for that staff member. If additional changes are made later, the indicator icon will appear again.

We're introducing Company Ratings , a new way for businesses to collect feedback on the client's overall experience . You can use this in place of Visit Ratings (not both at the same time). Instead of rating individual visits, clients are asked a single 1-5 star question after a payment or credit is applied. How It Works Overall Service Rating After a payment/credit is applied, the client receives a prompt asking: "How likely are you to recommend [Business Name] to a friend or family member?" Clients making a manual payment in the portal see the same prompt. Smart Follow-Up Logic 1-3 stars: Client is asked for more detail ("Can you share more about your experience?"). If configured, your office is notified via the existing Client submits a bad Rating (1-3 stars) setting. 4 stars: Confirmation message only. 5 stars: Confirmation + a Google review button (if your Google Review Link is set). Offices can optionally be notified using the Client submits a good Rating (4-5 stars) setting. Flexible Delivery Options Review requests are controlled under Communication Options → Clients → Review Request (sent when Payment/credit is applied) . You choose email, text message, push notification, or any combination. One Rating Per Client (Unless Reset) Once a client submits a Company Rating, the system checks "Company Rating Submitted" on their profile's New Client Checklist. While checked, they will not be prompted again. Businesses may manually uncheck it if needed. How to Enable (Beta) Go to Business Settings → Clients → Client Ratings Select Company Ratings (rating made for overall service after payment) Adjust delivery preferences at: Communication Options → Clients → Review Request (sent when Payment/credit is applied)