PetExec New Functionality Aide. Look for additional documentation, PDFs and Videos!

Transcription

1 PetExec New Functionality Aide Look for additional documentation, PDFs and Videos! (The PetExec Documentation link can be found by clicking on the menu icon located on the upper right hand corner of your screen.) Version 0.3 1/29/16 Page 1 of 20

2 Table of Contents New Look! Responsive Design! Globally search for owner/pets and take action from associated menus. Globally accessible, searchable cart for easy checkout. Globally accessible notifications. New Dashboard and Dashboard Items "Dashboard" - Shows overall status of all module "Menu Options" = All available menu options with searchable interface. Daycare option has a "Quick Sign-In" option. Daycare, Combined In-House, Grooming, Scheduled Services have searches to narrow down items Per-Pet Notes for daycare Mark a grooming and/or a scheduled service as being completed, but not checked out. Maintain Company Info - Added ability to set the money format Added Owner function - owner directly from within PetExec. New look & feel for boarding Added separate med and food text areas to boarding for AM, Noon and PM Added Max occupancy for play area. Additional payment types Capture signature at checkout. Capture signature for contract/boarding agreements Owner advisories Ability to add additional addresses for an owner Report card pet pictures Login password reset Dashboard Company Calendar now displays calendar instead of events. Logged-in timeout Added spellcheck to GUI text editor Maintain Taxes - Added two additional tax rates than can be self-defined. SMS Texts include DO NOT REPLY New Application Preferences Require Pet Vaccination Dates - When selected, will require a date be entered into the pet vaccination fields. Unselected, dates can be left blank. Automatic Sign-In - When selected, will set the checkbox in the "Daycare Quick Checkin" screen when quickly signing in a single pet. This will automatically use any available package and the default daycare type. Unchecked, it will simply redirect to the sign-in page to manually select options. Disable Owner Information in Receipts - When selected, will not show owner name and address information in receipts. Disable Pics in Score Cards - When selected, will not show pet pictures in the Boarding Score Cards Application Preferences Going Away Use Classic Dashboard Load Notes to Default Tab Version 0.3 1/29/16 Page 2 of 20

3 New Look! Version 0.3 1/29/16 Page 3 of 20

4 Responsive Design for mobile smart phones and tablets. Globally search for owner/pets and take action from associated menus. Version 0.3 1/29/16 Page 4 of 20

5 Globally accessible, searchable cart for easy checkout. Globally accessible notifications. Version 0.3 1/29/16 Page 5 of 20

6 New Dashboard and Dashboard Items. "Dashboard Panels" show the overall status of all the modules. Click on the green "go" button to go to that area of the system. "Menu Options" is a new menu item on the carousel and will allow you to search all of the PetExec menus to find the function you are looking for: Version 0.3 1/29/16 Page 6 of 20

7 Daycare has a "Quick Sign-In" option. When this option is used, PetExec will automatically use any available package and the default daycare type. We recommend you test this feature to make sure you are happy with the defaults and always validate services during checkout. In order to turn on this functionality, turn on the Automatic Sign-In application preference and modify the relevant employee types to have the necessary menu items enabled. (Details on updating the employee types is part of our PetExec 3.0 Initial Set Up instructions located in our new documentation site under New Release Notes) Daycare, Combined In-House, Grooming, Scheduled Services have searches to quickly search for an owner or pet. Version 0.3 1/29/16 Page 7 of 20

8 Per-Pet Notes for daycare Mark a grooming and/or scheduled service as being completed, but not checked out. This gives you greater flexibility in managing your additional services. Version 0.3 1/29/16 Page 8 of 20

9 Set money format - From the menu under Company Preferences-->Maintain Company Info, added ability to set the money format based on your country. Once selected the appropriate currency symbol will be displayed throughout the system. Version 0.3 1/29/16 Page 9 of 20

10 Added Owner function - owner directly from within PetExec. Version 0.3 1/29/16 Page 10 of 20

11 New Modify Boarding Look & Feel. We have broken out the information into several forms. From Modify Boarding, you start out in the Modify Boarding Schedule area. (Shown below) Here is where the boarding details like dates, services and logging history can be found. There are now separate areas for the following: 1. Services / Assignments: Update prices and kennels on a daily level 2. Boarding Pets: Pets associated with the boarding appointment as well as kennel assignment, feeding and mediation details 3. Associated Services: Any grooming, scheduled services, and/or daycare services associated with the boarding. 4. Invoice Estimate: Invoice estimate that can be printed or ed Version 0.3 1/29/16 Page 11 of 20

12 Added separate med and food text areas to boarding for AM, Noon and PM. From the Modify Boarding screen, click on the Boarding Pets button. Version 0.3 1/29/16 Page 12 of 20

13 Added Max Occupancy for play area. From the menu under play areas either add a play area or maintain a play area, you now have the option to add a maximum occupancy. Additional payment types. From the menu go to Company Preferences Additional Payment Types. You can add additional payments types to the Checkout and Modify Orders screens. All payment types act as CASH transactions. (None of them are externally processed.) Version 0.3 1/29/16 Page 13 of 20

14 Capture signature at checkout. At checkout you now have the option of capturing a mobile signature from an owner. Click on the shopping cart to checkout. From the order confirmation/billing information for order id screen, complete the appropriate steps to check a customer out. Within the payment information section of the screen click on the "mobile signature" button. You are then able to capture a signature from the customer. If you are using a device with a touch screen, a signature can be made with a fingertip or a stylus. Without a touch screen, the mouse can be used to capture a signature. Version 0.3 1/29/16 Page 14 of 20

15 Capture the owner signature on contract and boarding agreements. When owners have accounts to your system, with the necessary privileges, they can click on their menu to find Available Agreements. From there they can view/sign and print the agreements. They have the option to sign with a username and password or with a signature! Version 0.3 1/29/16 Page 15 of 20

16 Added ability to create owner advisories and assign them to owners. When an owner has an advisory, a small informational icon shows up in selected places in the system. You can add and maintain unique owner advisories by going under company preferences-->maintain owner advisories. Once you have added the advisories, you can assign one to an owner via the add or modify owner screen. Advisories will not display on the owner portal, they are intended for use by you and your employees. Added the ability to enter more than one address per owner. Look for the Additional Addresses field when adding or modifying an owner. Version 0.3 1/29/16 Page 16 of 20

17 Added ability to add a pet pic to report cards. Click the choose file to browse from files on your computer or device, then click update or report card. Login password reset. At login you can request a password reset. Simply click on the reset password button. Enter the address on your account and click request password reset. Version 0.3 1/29/16 Page 17 of 20

18 Dashboard Company Calendar now displays calendar instead of events. Now it s even easier to view any combination of services in one calendar. Logged-in timeout. You will be automatically logged out when you remain inactive in the system longer than the set value. From your menu, go to Company Preferences Maintain Company Info and find the Session Timeout value. (PCI compliance recommends no longer than 15 minutes.) Version 0.3 1/29/16 Page 18 of 20

19 Added spell check to GUI text editor. Maintain Taxes - Added two additional tax rates than can be self-defined. From your menu, go to Company Preferences Maintain Taxes SMS Texts include DO NOT REPLY in the subject line. Version 0.3 1/29/16 Page 19 of 20

20 Application Preference Changes: New Preferences Require Pet Vaccination Dates - When selected, will require a date be entered into the pet vaccination fields. Unselected, dates can be left blank. (This preference can be found in the Miscellaneous tab located in Company Preferences Application Preferences.) Automatic Sign-In - When selected, will set the checkbox in the "Daycare Quick Check-in" screen when quickly signing in a single pet. This will automatically use any available package and the default daycare type. Unchecked, it will simply redirect to the sign-in page to manually select options. (This preference can be found in the Daycare tab located in Company Preferences Application Preferences.) Disable Owner Information in Receipts - When selected, will not show owner name and address information in receipts. (This preference can be found in the Order Processing tab located in Company Preferences Application Preferences.) Disable Pics in Score Cards - When selected, will not show pet pictures in the Boarding Score Cards. (This preference can be found in the Boarding tab located in Company Preferences Application Preferences.) Preferences Going Away Use Classic Dashboard This is no longer an option with the new look & feel. Load Notes to Default Tab The notes are now always a click away. Version 0.3 1/29/16 Page 20 of 20