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Using the Scout System

Using the Scout System

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23 articles in this collection
Written by Rich and James Dixon
Dashboard

Dashboard

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Written by Rich
Updated over a week ago
Scheduling

Calendar Views

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Written by Rich
Updated over a week ago

Schedule, Edit or Cancel a Service

How to add new appointments
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Written by Rich
Updated over a week ago

Recurring Appointments

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Written by Rich
Updated over a week ago

Scout's Time Picker

We have a cool little time picker. See how it works here.
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Written by Rich
Updated over a week ago
Messages

Creating and Sending Messages

Messages is Scout's integrated email messaging center. Audience filters ensures your messages are relevant to the users receiving them.
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Written by Rich
Updated over a week ago
Billing

Issuing Credits (-) and Adjustments (+)

Add credits and adjustments to an invoice.
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Written by Rich
Updated over a week ago

Billing and Invoices

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Written by Rich
Updated over a week ago

Automated Billing with Braintree Payments

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Written by Rich
Updated over a week ago

Cash Check or Other Payment Types

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Written by Rich
Updated over a week ago

Remove a Pet Owner's Credit Card

Instructions for removing a customers credit card information
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Written by Rich
Updated over a week ago
Staff

Add / Edit Staff Members

Adding Pet Sitters to Scout
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Written by Rich
Updated over a week ago

Setting Custom Staff Pay Rates

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Written by Rich
Updated over a week ago

Staff Availability Calendar

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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!
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Written by Rich
Updated over a week ago
Reporting

Reporting

A guide to using Scouts reporting feature.
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Written by Rich
Updated over a week ago

Braintree Reconciliation

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Written by Rich
Updated over a week ago
Customers

Add / Edit Customers

How to add and edit customers in Scout
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Written by Rich
Updated over a week ago

Add / Edit Pets

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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.
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Written by Rich
Updated over a week ago

Customer Billing Information

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Written by Rich
Updated over a week ago

Custom Pricing and Discounts

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Written by Rich
Updated over a week ago
Leads

Managing your leads

How to view leads and convert them to customers
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Written by James Dixon
Updated over a week ago