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Using the Scout System
Using the Scout System
26 articles in this collection
Written by
Rich
and
James Dixon
Dashboard
Dashboard
A live report of what's going on during the day. Scout's dashboard displays the current status of every appointment throughout the day.
Written by
Rich
Updated over a week ago
Scheduling
Calendar Views
Staff View for drag and drop. Day and Week view show a list view of appointments. Month View gives you a birds eye view of the business.
Written by
Rich
Updated over a week ago
Schedule, Edit or Cancel a Service
Schedule a new appointment, edit an existing appointment or cancel an appointment.
Written by
Rich
Updated over a week ago
Repeating Appointments
Scout has repeating or series appointments. Leave it open ended (dog walking) or add an end date (vacation care).
Written by
Rich
Updated over a week ago
Scout's Time Picker
We have a cool little time picker. See how it works here.
Written by
Rich
Updated over a week ago
Messages
Send Targeted Emails
Use the Messages feature to send relevant emails to pet owners. The audience filters help you use data to send targeted emails.
Written by
Rich
Updated over a week ago
Billing
Billing and Invoices
Scout keeps track of all your billing and invoicing. Each click lets you view the billing periods in greater and greater detail.
Written by
Rich
Updated over a week ago
Automated Billing
Save time and improve your cash flow. Set up Smart Charges and Integrate with Braintree Payments for completely hands-free billing.
Written by
Rich
Updated over a week ago
Cash Check or Other Payment Types
Scout allows you the flexibility to take Cash, Check or other non-integrated payment methods. Here's how it works.
Written by
Rich
Updated over a week ago
Issuing Credits (-) and Adjustments (+)
Add credits and make adjustments to an invoice.
Written by
Rich
Updated over a week ago
Remove a Pet Owner's Credit Card
Instructions for removing a customers credit card information
Written by
Rich
Updated over a week ago
Credit Card Refunds Using Braintree Payments Portal
How to issue a credit card refund using the Braintree Payments control panel.
Written by
Rich
Updated over a week ago
Create a New Transaction in Braintree
How to charge a customer account using the braintree control panel.
Written by
Rich
Updated over a week ago
Staff
Add / Edit Staff Members
Adding Pet Sitters to Scout
Written by
Rich
Updated over a week ago
Add a Staff Profile Photo
Staff profiles add a personal touch by letting your customers put a face to the name of the person caring for their pet.
Written by
Rich
Updated over a week ago
Setting Custom Staff Pay Rates
Set a custom pay rate for a staff member.
Written by
Rich
Updated over a week ago
Staff Availability Calendar
Keep track of your staffs' schedules in Scout.
Written by
Rich
Updated over a week ago
File Storage (Vault)
File Vault (Upload Documents)
Upload and securely store vaccination records, employee documents and more!
Written by
Rich
Updated over a week ago
Reporting
Reporting
A guide to using Scouts reporting feature.
Written by
Rich
Updated over a week ago
Customers
Add / Edit Customers
How to add and edit customers in Scout
Written by
Rich
Updated over a week ago
Add / Edit Pets
How to add and edit a customer's pet from your browser.
Written by
Rich
Updated over a week ago
Add a Pet Profile Photo
Adding a pet profile photo to the Scout for Pet Owners app helps pet sitters identify pets in multi-pet households.
Written by
Rich
Updated over a week ago
Activate a customer
To activate and onboard a new customer click a button and Scout takes care of the rest.
Written by
Rich
Updated over a week ago
Customer Billing Information
Easily view a customers billing history and approve them to pay with cash or check.
Written by
Rich
Updated over a week ago
Custom Pricing and Discounts
Give a customer special pricing or a discount on services add-ons or surcharges.
Written by
Rich
Updated over a week ago
Leads
Managing your leads
How to view leads and convert them to customers
Written by
James Dixon
Updated over a week ago