This page links to every configuration area in the system. New trials start in Practice Mode, so you can explore safely; anything you set here applies to both Practice and Live data.
Need a step-by-step launch checklist instead? See the Quick Start Guide.
Business Settings
Clients – Profile fields, dashboard messages, tags, self-registration rules, profile-review reminders.
Time & Scheduling – Visit-timing rules, first/last-visit markers, sitter confirming, schedule look-ahead, day blocking.
Pet Sitters & Journals – Sitter permissions, availability, overbooking and late-arrival alerts, key handling, journal requirements.
Branding – Logo, colors, company contact info, social-media and review links.
Additional – Terminology, global toggles (tips, ongoing-visits page), advanced checklists, misc settings.
Service Settings
Time Blocks – Define the “when?” windows clients can request (Morning, Midday, etc.).
Service Groups – Group Base Services for client forms and reporting.
Base Services – Create service types, default prices, sitter pay, time-block assignment.
Surcharges – Automatic fees (holiday, after-hours, territory, last-minute).
Addons – Optional extras clients can tack onto a visit (meds, extended playtime).
Discounts – Volume, frequency, and combo service discounts.
Service Packages – Pre-paid bundles of visits with redemption rules.
Billing Settings
General & Online Payments – Invoice terms, reminders, late-fee rules, tax rates, logos/footers, automatic processing.
Processing Gateways & Setup – Supported gateways & how to integrate them.
Auto Invoicing – Generating invoices automatically on a set schedule, for both non-ongoing and ongoing visits.
QuickBooks Online – Integration with QBO to automatically sync invoices and transactions.
Communication
Communication Settings – Portal email address, SMS number, in-system messaging, notification rules for office, sitters, and clients.