# BusyPaws.app Help Center : Modern Pet Care Business Software > Guides and information on setting up your BusyPaws account ## Getting Started - [Invite Your Team](https://help.busypaws.app/en/articles/5222694-invite-your-team.md): Add the whole team to your account. Set each team member up with their own login. - [Creating Services](https://help.busypaws.app/en/articles/5047559-creating-services.md): A step-by-step guide to creating services for your business. Learn about the different types of services and how to make them work for you. - [Adding Bookings to Your Calendar](https://help.busypaws.app/en/articles/5116103-adding-bookings-to-your-calendar.md): Manage your calendar and add recurring group classes, Series, or Individual services. Book your clients in manually. - [Daycare Schedules](https://help.busypaws.app/en/articles/9034666-daycare-schedules.md): Configure default schedules for your daycare services. Use schedules to auto-populate your daycare bookings. - [Configuring Self-Serve Bookings](https://help.busypaws.app/en/articles/5047662-configuring-self-serve-bookings.md): Allow your customers to book themselves into any of your services via the public booking page, Pet Parent Portal, or embed on your website. - [Creating Forms & Contracts](https://help.busypaws.app/en/articles/5047562-creating-forms-contracts.md): Forms and contracts are a critical part of client and pet onboarding. Save time and ensure you get the information you need every time. - [Custom Data Attributes](https://help.busypaws.app/en/articles/5232170-custom-data-attributes.md): Custom attributes allow you to track any customer or pet information you'd like. Use them to help build comprehensive client profiles. - [Importing Your Customer List](https://help.busypaws.app/en/articles/8256670-importing-your-customer-list.md): Quickly and easily import your existing customers and prospects to your BusyPaws client list. Use our CSV file template or create your own. - [Managing Your Notifications](https://help.busypaws.app/en/articles/8416239-managing-your-notifications.md): Control which notifications you get in-app and which are sent as emails. Customize your account so you get only the notifications you want. - [Your BusyPaws Subscription](https://help.busypaws.app/en/articles/9185618-your-busypaws-subscription.md): Details on how to purchase a BusyPaws subscription or make changes to your existing subscription. ## Self-Onboarding Checklists - [New Account Checklist - Training](https://help.busypaws.app/en/articles/8107159-new-account-checklist-training.md): A task list for pet training businesses looking to set up their BusyPaws account. Includes links to relevant help articles. - [New Account Checklist - Daycare](https://help.busypaws.app/en/articles/8106749-new-account-checklist-daycare.md): A task list for daycare businesses looking to set up their BusyPaws account. Includes links to relevant help articles. - [New Account Checklist - Grooming](https://help.busypaws.app/en/articles/8107161-new-account-checklist-grooming.md): A task list for grooming businesses looking to set up their BusyPaws account. Includes links to relevant help articles. - [New Account Checklist - Boarding](https://help.busypaws.app/en/articles/13704818-new-account-checklist-boarding.md): A task list for boarding businesses looking to set up their BusyPaws account. Includes links to relevant help articles. ## Building Your Service Offerings - [Creating a Series](https://help.busypaws.app/en/articles/5047658-creating-a-series.md): Series are unique group bookings that allow your clients to book into several linked group service bookings at the same time. - [Packages](https://help.busypaws.app/en/articles/5231948-packages.md): Group your services into packages to help increase sales and encourage return bookings. - [Add-ons](https://help.busypaws.app/en/articles/6786985-add-ons.md): Use add-ons to sell auxiliary services to clients booking regular services with you. Add nail trims, pickup/drop-off, and more! - [Creating an Open Enrollment Class](https://help.busypaws.app/en/articles/5666387-creating-an-open-enrollment-class.md): Allow your clients to book into a pre-defined number of linked group bookings starting at any time. - [Waitlists](https://help.busypaws.app/en/articles/6371144-waitlists.md): Add and automate waitlist notifications for bookings and services. Allow clients to self-register for waitlists or add them manually. - [Customizing Your Services List](https://help.busypaws.app/en/articles/8155696-customizing-your-services-list.md): Create new categories and use them to organize your services. Assign services to custom categories to personalize your Booking Portal. - [Video Conferencing Links](https://help.busypaws.app/en/articles/7868888-video-conferencing-links.md): Have your team members add their conferencing link for Zoom, Google Meet, or any other video conferencing platform. - [Check-In & Check-Out Times for Daycare](https://help.busypaws.app/en/articles/8852953-check-in-check-out-times-for-daycare.md): Use check-in and check-out times to more easily track when pets are coming and going. Make the most of a setting unique to daycare services. - [Membership Basics](https://help.busypaws.app/en/articles/5581534-membership-basics.md): Learn more about the various functionalities available through memberships in BusyPaws. Explore the meaning of each subscription status. - [Creating & Editing Memberships](https://help.busypaws.app/en/articles/9763183-creating-editing-memberships.md): Explore the steps involved in creating and managing memberships on your account. See in-depth details on customizing each available setting. - [Membership Subscriptions](https://help.busypaws.app/en/articles/9763191-membership-subscriptions.md): Walk through the various ways clients can be registered for memberships. Learn more about paid and manually assigned subscriptions. - [Building an Example Membership](https://help.busypaws.app/en/articles/9763188-building-an-example-membership.md): See the step-by-step process involved in building two different example memberships. - [Online Course Basics](https://help.busypaws.app/en/articles/5047647-online-course-basics.md): Provide courses online and turn your knowledge into income. Set up online-exclusive content or provide additional materials for students. - [Creating & Editing Lessons](https://help.busypaws.app/en/articles/9773829-creating-editing-lessons.md): Learn the step-by-step process for adding content to your courses. Include written content, photos, files, or videos. - [Building & Managing Courses](https://help.busypaws.app/en/articles/9773830-building-managing-courses.md): Explore the process involved in building your online course structure. Learn more about how courses are built and how content is organized. - [Viewing & Interacting With Your Courses](https://help.busypaws.app/en/articles/5231976-viewing-interacting-with-your-courses.md): Take a closer look at how clients interact with courses. Respond to customer comments and track their progress through course content. ## Products & Inventory - [Managing Your Product List](https://help.busypaws.app/en/articles/8863454-managing-your-product-list.md): Learn how to add and manage retail items in your BusyPaws account. These items may then be sold to your clients and used to track inventory. - [Managing Your Inventory](https://help.busypaws.app/en/articles/8863458-managing-your-inventory.md): Use your inventory page to track when it's time to re-order your favourite items. Find specific products and manually adjust your inventory. - [Selling Retail Products](https://help.busypaws.app/en/articles/8863462-selling-retail-products.md): Explore the various ways you can sell retail products to your clients. Sell them directly, use them as add-ons, or include them in packages. - [Importing Your Product List](https://help.busypaws.app/en/articles/8852395-importing-your-product-list.md): Quickly add items to your BusyPaws account from a CSV file. Easily update product data and inventory values. - [Product Sales History](https://help.busypaws.app/en/articles/8896246-product-sales-history.md): Track your product sales to ensure clients are getting the items they have ordered. Easily check which items were sold to who and when. ## Setting Up Your Schedule - [Staff Schedules & Availability](https://help.busypaws.app/en/articles/6177857-staff-schedules-availability.md): Manage your team's schedules and availability. Create multiple schedules to give you and your team total control over your calendar. - [Employee Time Tracking](https://help.busypaws.app/en/articles/8136251-employee-time-tracking.md): Simplify your payroll process by managing timesheets through your BusyPaws account. Track hours through bookings or by clocking in and out. - [Assigning Schedules to Services](https://help.busypaws.app/en/articles/5047564-assigning-schedules-to-services.md): Allow clients to self-book into services by assigning staff schedules. Customize which services are available within any given window. - [Viewing Bookings on Your Calendar](https://help.busypaws.app/en/articles/8981316-viewing-bookings-on-your-calendar.md): Take a closer look at your main Schedule page. Explore ways to further customize how your team sees the bookings on your calendar. - [Using Rooms & Kennels/Runs](https://help.busypaws.app/en/articles/7738895-using-rooms-kennels-runs.md): Use rooms and kennels to control your capacity for bookings and help prevent overbooking. - [Blocking Off Your Availability](https://help.busypaws.app/en/articles/5267110-blocking-off-your-availability.md): Use the Block Time Calendar to manage your schedule. Alter availability for all users or specific team members needing any time off. - [Booking Locations](https://help.busypaws.app/en/articles/7984025-booking-locations.md): Set up custom locations and assign addresses to bookings to help your clients and team members keep track of where they need to be. - [User Tasks](https://help.busypaws.app/en/articles/11083472-user-tasks.md): Assign tasks to yourself and your team members. Easily check tasks off when completed and get reminders when tasks are coming up due. ## Invoicing & Payments - [Creating & Using Customer Credits](https://help.busypaws.app/en/articles/5233497-creating-using-customer-credits.md): Add and apply credits as needed. Let clients pre-pay for services and track their progress through packages or programs. - [Discount Codes](https://help.busypaws.app/en/articles/6048115-discount-codes.md): Create the discounts you want for your clients and staff. Edit, disable, enable, or remove your discount codes easily and at any time. - [Invoice Basics](https://help.busypaws.app/en/articles/5233496-invoice-basics.md): Take a closer look at what information is listed on invoices and what different statuses mean. Learn more about your Invoice Index. - [Invoicing From Customer Profiles](https://help.busypaws.app/en/articles/7102231-invoicing-from-customer-profiles.md): Learn more about creating invoices manually for your clients. Add new, custom invoices and see how to check a client's invoicing history. - [Booking Invoices](https://help.busypaws.app/en/articles/7102230-booking-invoices.md): Learn more about how to create and manage booking invoices. Explore the invoicing process and quickly determine booking payment status. - [Tax Rates](https://help.busypaws.app/en/articles/7257299-tax-rates.md): Add the tax rates required for your area of business to have them automatically included on your invoices. - [Stripe Payments](https://help.busypaws.app/en/articles/7030982-stripe-payments.md): Allow your customers to pay their invoices online. Automatically reconcile client invoice payments & manually charge stored credit cards. - [Gift Cards](https://help.busypaws.app/en/articles/10658277-gift-cards.md): Allow your clients to purchase gift cards for their friends and family. Learn more about creating, selling, and using gift cards. - [Manual Payment Processing](https://help.busypaws.app/en/articles/5231945-manual-payment-processing.md): Reconcile invoices with payments made by cash, cheque, or e-transfer. Manage partial invoice payments and note what amounts were paid when. - [Processing Refunds](https://help.busypaws.app/en/articles/7210692-processing-refunds.md): Take a closer look at the refund process for Stripe and manual payments. - [How Clients View Invoices](https://help.busypaws.app/en/articles/7117115-how-clients-view-invoices.md): Take a closer look at how clients view and pay their invoices. - [Chargebacks](https://help.busypaws.app/en/articles/8646429-chargebacks.md): Important tips to help protect your business from chargebacks. - [Enabling Tips](https://help.busypaws.app/en/articles/10091351-enabling-tips.md): Learn how to start collecting tips on client payments through BusyPaws. Adjust your global and service-specific settings. - [How Clients Add Tips](https://help.busypaws.app/en/articles/10099838-how-clients-add-tips.md): See what the payment process looks like for your clients when you have tips enabled. Collect tips for self-booking and invoice payments. - [Tracking Collected Tips](https://help.busypaws.app/en/articles/10099841-tracking-collected-tips.md): Learn where collected tips are listed. See how much each team member has made in tips, as well as the totals across all users. - [Purchasing a Point-of-Sale Card Reader](https://help.busypaws.app/en/articles/6253858-purchasing-a-point-of-sale-card-reader.md): A Point-of-Sale card reader allows you to process Stripe payments in-person and automatically reconcile any invoice. - [Processing In-Person Payments](https://help.busypaws.app/en/articles/6253890-processing-in-person-payments.md): Use your point-of-sale card reader to process in-person payments. Easily reconcile any invoice on the spot. - [Configuring Your Point-of-Sale Card Reader](https://help.busypaws.app/en/articles/6253876-configuring-your-point-of-sale-card-reader.md): Once you've received your card reader is some minor setup needed before you can begin accepting payments. ## Client Management & Communication - [Customer Profiles](https://help.busypaws.app/en/articles/5222761-customer-profiles.md): Clients' profiles allow you to keep track of their bookings, payments, pets, and more. Explore how to edit and manage your client list. - [Pet Profiles](https://help.busypaws.app/en/articles/5222768-pet-profiles.md): New pets can be added for existing and first-time clients in a variety of ways. Learn how to add, edit, and manage customer pet information. - [Custom Tags for Clients & Pets](https://help.busypaws.app/en/articles/7156264-custom-tags-for-clients-pets.md): Add custom tags to client and pet profiles. View assigned tags from profile pages, your client index, and booking pages. - [Prospect Profiles](https://help.busypaws.app/en/articles/5222762-prospect-profiles.md): Prospect profiles allow you to keep track of any customers that may want to book with you. - [Customizable Client Notifications](https://help.busypaws.app/en/articles/5471447-customizable-client-notifications.md): Customize the reminders and confirmations that are sent to your customers to match your brand voice. Select which messages go out when. - [Sending & Receiving Messages](https://help.busypaws.app/en/articles/5308173-sending-receiving-messages.md): Use the BusyPaws messaging system to easily keep track of client correspondence. Send emails and SMS messages to keep clients up to date. - [Message Forwarding & Carbon Copying](https://help.busypaws.app/en/articles/7924667-message-forwarding-carbon-copying.md) - [Sending & Receiving Text Messages](https://help.busypaws.app/en/articles/5231938-sending-receiving-text-messages.md): Reach your customers faster by sending messages directly to their mobile phones. Compose messages manually or set up automatic messaging. - [SMS Pricing](https://help.busypaws.app/en/articles/7180159-sms-pricing.md): Pricing tiers and calculations for SMS messages, automated, conversational and received. - [Report Cards](https://help.busypaws.app/en/articles/5231949-report-cards.md): Send your clients customized updates on their pet. Provide progress reports, share photos and video, and more! - [Adding & Sending Documents](https://help.busypaws.app/en/articles/5231933-adding-sending-documents.md): Upload documents to your BusyPaws account. Reduce your physical paperwork and make supplemental materials easier for your clients to access. - [Marketing Messaging](https://help.busypaws.app/en/articles/10113063-marketing-messaging.md): Expand your emailing options outside of standard transactional messaging. Set up automated campaigns to help increase customer engagement. - [Email Campaign Pricing](https://help.busypaws.app/en/articles/10168121-email-campaign-pricing.md): Pricing tiers for email messages sent via Campaigns. - [Custom Email Sending Domains](https://help.busypaws.app/en/articles/7950677-custom-email-sending-domains.md): Use your own domain to send emails from BusyPaws. - [How to Spot Scam Accounts](https://help.busypaws.app/en/articles/8646430-how-to-spot-scam-accounts.md): Some basic pointers to help keep your business safe from scammers posing as potential clients. - [Best Practices for Messaging](https://help.busypaws.app/en/articles/9926649-best-practices-for-messaging.md): Tips and rules to keep in mind to help ensure messages are received by your clients. Important information for both SMS and email. ## Integrations & Data Management - [Syncing Your Personal Calendar](https://help.busypaws.app/en/articles/5798154-syncing-your-personal-calendar.md): Simplify your scheduling by connecting your Google, Outlook or Desktop/Phone Calendar to your BusyPaws account. - [Using Links & Website Integrations](https://help.busypaws.app/en/articles/5047567-using-links-website-integrations.md): Use links & widgets to customize your website and client experience. Integrate a variety of functions to keep your customers engaged. - [Direct Links](https://help.busypaws.app/en/articles/8618663-direct-links.md): Use direct booking links to provide clients with access to self-register for specific services or group bookings. - [Integrating With QuickBooks Online \(Intuit\)](https://help.busypaws.app/en/articles/5533906-integrating-with-quickbooks-online-intuit.md): Sync your BusyPaws Clients, Invoices, Payments & Payouts with your QuickBooks account automatically. No more double entry! - [Integrating With Mailchimp](https://help.busypaws.app/en/articles/5699513-integrating-with-mailchimp.md): Sync your contacts & prospects with Mailchimp automatically. Use this feature to make sending your marketing materials easy. - [Integrating Webcams](https://help.busypaws.app/en/articles/13775740-integrating-webcams.md): Give your clients peace of mind by allowing them to watch real time video of their pets while they are away from home. Integrate webcam feeds to let clients log in and see their pet at any time. - [Analytics Integrations](https://help.busypaws.app/en/articles/14725324-analytics-integrations.md): Use tracking IDs to integrate Google and/or Meta analytics functionality for your client-facing pages. - [Reports - Dashboard](https://help.busypaws.app/en/articles/5231950-reports-dashboard.md): Get a quick overview of a variety of account information including payments, revenue, bookings, and client messaging. - [Reports - Revenue Sources](https://help.busypaws.app/en/articles/8376815-reports-revenue-sources.md): Get a breakdown of where your business' revenue is coming from, with info on your various service options and different payment types. - [Reports - Taxes](https://help.busypaws.app/en/articles/14791964-reports-taxes.md): Get more information about what taxes you have collected on invoices. See a total of collected taxes as well as a breakdown of any different tax rates. - [Reports - Attendance](https://help.busypaws.app/en/articles/8376816-reports-attendance.md): Get more details about how well your group bookings are being attended. Compare the number of pets checked in/out with the no shows. - [Exporting Data From BusyPaws](https://help.busypaws.app/en/articles/5786413-exporting-data-from-busypaws.md): Export data from your BusyPaws account to a CSV file. Gather data on your invoices, attendance, payouts, and more. - [Custom Segments](https://help.busypaws.app/en/articles/9691654-custom-segments.md): Filter your client list based on sets of customized rules. View and export lists based on customer field data, bookings, and more. - [Navigating the Mobile App](https://help.busypaws.app/en/articles/9903633-navigating-the-mobile-app.md): Learn more about how to use the BusyPaws mobile app. See where the most important functionalities are found and how to use them. ## Pet Parent Portal Guides - [The Client Self-Booking Process](https://help.busypaws.app/en/articles/5231975-the-client-self-booking-process.md): Take a closer look at what it looks like for your clients when they book services with you. - [Providing Pet Parent Portal Access](https://help.busypaws.app/en/articles/5231957-providing-pet-parent-portal-access.md): Learn how to give your clients access to the pet parent portal, allowing them to create a password and log in. - [Creating a Pet Parent Portal Password](https://help.busypaws.app/en/articles/5231952-creating-a-pet-parent-portal-password.md): Take a look at the process for customers creating passwords on their account, allowing them to update their information & use their credits. - [Exploring the Pet Parent Portal](https://help.busypaws.app/en/articles/7336826-exploring-the-pet-parent-portal.md): Take a closer look at what information your clients have access to through their Pet Parent Portal account. - [Updating Client Profile & Pet Information](https://help.busypaws.app/en/articles/5231978-updating-client-profile-pet-information.md): Learn how your customers can keep their information up to date by accessing their Pet Parent Portal account. - [Blocking a Client From Self-Booking](https://help.busypaws.app/en/articles/7338726-blocking-a-client-from-self-booking.md): Prevent one or more specific clients from signing up for bookings with you while keeping self-registration open for your other customers. - [Navigating the Pet Parent Mobile App](https://help.busypaws.app/en/articles/15122673-navigating-the-pet-parent-mobile-app.md): Learn more about how customers navigate our client-facing Pet Parent app. Explore the most important functionalities so you and your team can assist your clients with any questions they may have. ## Advanced Settings - [Invoice Payment Terms](https://help.busypaws.app/en/articles/10769298-invoice-payment-terms.md): Easily split payments to make large invoices more manageable for your clients. Configure secondary payments to charge automatically. - [Scheduled Billing](https://help.busypaws.app/en/articles/11065850-scheduled-billing.md): Set your invoices to be generated on a regular schedule. Easily automate invoice generation for any of your uninvoiced bookings. - [Dynamic Pricing](https://help.busypaws.app/en/articles/11510635-dynamic-pricing.md): Configure special settings for your service pricing to manage a variety of cases. Adjust pricing based on dates, number of pets, and more. - [Examples of Dynamic Pricing](https://help.busypaws.app/en/articles/11570316-examples-of-dynamic-pricing.md): Explore some of the most common use cases for dynamic pricing. See examples of how pricing rules are implemented. - [Applying & Viewing Dynamic Pricing Rules](https://help.busypaws.app/en/articles/12116623-applying-viewing-dynamic-pricing-rules.md): Take a closer look at how dynamic pricing rules show up on your client invoices and in self-booking. - [Service Collections](https://help.busypaws.app/en/articles/12335046-service-collections.md): Create credits that can by applied towards multiple different services. Allow your clients to purchase sets of these credits to mix & match their service bookings. ## Frequently Asked Questions - [How do I download the BusyPaws mobile app?](https://help.busypaws.app/en/articles/9903629-how-do-i-download-the-busypaws-mobile-app.md) - [How can I require a phone number from all my clients?](https://help.busypaws.app/en/articles/15507214-how-can-i-require-a-phone-number-from-all-my-clients.md) - [Can I restrict access to a service?](https://help.busypaws.app/en/articles/8128873-can-i-restrict-access-to-a-service.md) - [How do I set up group classes?](https://help.busypaws.app/en/articles/8017250-how-do-i-set-up-group-classes.md) - [When should I use a facility, location, or room/kennel?](https://help.busypaws.app/en/articles/7984388-when-should-i-use-a-facility-location-or-room-kennel.md) - [How do I schedule a series booking?](https://help.busypaws.app/en/articles/7980581-how-do-i-schedule-a-series-booking.md) - [Why is my group service/series showing no available booking times?](https://help.busypaws.app/en/articles/7961033-why-is-my-group-service-series-showing-no-available-booking-times.md) - [Why is my individual service showing no available appointment times?](https://help.busypaws.app/en/articles/7947371-why-is-my-individual-service-showing-no-available-appointment-times.md) - [How do I schedule a repeating booking?](https://help.busypaws.app/en/articles/7919356-how-do-i-schedule-a-repeating-booking.md) - [What does the "Isolate" option do?](https://help.busypaws.app/en/articles/7920545-what-does-the-isolate-option-do.md) - [What is the difference between packages and memberships?](https://help.busypaws.app/en/articles/7920542-what-is-the-difference-between-packages-and-memberships.md) - [How do I remove a pet from a group booking?](https://help.busypaws.app/en/articles/13860902-how-do-i-remove-a-pet-from-a-group-booking.md) - [Can a customer make a partial payment on an invoice?](https://help.busypaws.app/en/articles/8020268-can-a-customer-make-a-partial-payment-on-an-invoice.md) - [Do refunds affect credits?](https://help.busypaws.app/en/articles/7949775-do-refunds-affect-credits.md) - [How can I create a "Contact Us" option for new clients to reach out?](https://help.busypaws.app/en/articles/8059594-how-can-i-create-a-contact-us-option-for-new-clients-to-reach-out.md) - [Can I send a message to my entire client list at once?](https://help.busypaws.app/en/articles/7995931-can-i-send-a-message-to-my-entire-client-list-at-once.md) - [Do automated reminders/follow-ups go out for every step in a series?](https://help.busypaws.app/en/articles/8010396-do-automated-reminders-follow-ups-go-out-for-every-step-in-a-series.md) - [What's the difference between the Public Booking Portal and the Private Pet Parent Portal?](https://help.busypaws.app/en/articles/8376321-what-s-the-difference-between-the-public-booking-portal-and-the-private-pet-parent-portal.md) - [Why can't I complete a report card for my booking?](https://help.busypaws.app/en/articles/12004076-why-can-t-i-complete-a-report-card-for-my-booking.md) - [How do I take attendance?](https://help.busypaws.app/en/articles/7961453-how-do-i-take-attendance.md) - [What do I do if my client has registered and paid but wants to switch to a different service?](https://help.busypaws.app/en/articles/7992207-what-do-i-do-if-my-client-has-registered-and-paid-but-wants-to-switch-to-a-different-service.md) - [How do I print a kennel card?](https://help.busypaws.app/en/articles/13677509-how-do-i-print-a-kennel-card.md)