Using the Scout System

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.

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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.

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Schedule, Edit or Cancel a Service

Schedule a new appointment, edit an existing appointment or cancel an appointment.

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Repeating Appointments

Scout has repeating or series appointments. Leave it open ended (dog walking) or add an end date (vacation care).

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Scout's Time Picker

We have a cool little time picker. See how it works here.

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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.

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Schedule Messages to Send in the Future

Emails sent through Messages can be sent up to 3 days in advance.

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How do I update my bank account?

Update the bank account to which Braintree disburses your funds.

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Automated Billing

Save time and improve your cash flow. Set up Smart Charges and Integrate with Braintree Payments for completely hands-free billing.

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How to Invoice Pet Parents

Scout's automated billing and invoicing system prioritizes organization and financial health

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How to Edit an Invoice

Learn how to make adjustments to open invoices.

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How to Add Credit to a Pet Parent's Account

Account credits can be used to reward customers or issue cash-free refunds.

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How to Accept Prepayment

Do you bill your customers in advance of services being performed?

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How to Add Sales Tax to an Invoice

You can add a global sales tax rate or override it for specific customers.

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How to Add, Update or Remove an Electronic Payment Method

This article explains how administrators can add, update or remove a customer's payment method.

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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.

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Manually Create a New Invoice

If no open invoice exists for a client, you can create a new one manually.

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Manually Close an Open Invoice

Scout allows administrators to manually close open invoices.

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Permissions

Learn how to limit staff member access to perform certain functions in Scout.

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Add / Edit Staff Members

Adding Pet Sitters to Scout

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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.

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Setting Custom Staff Pay Rates

Set a custom pay rate for a staff member.

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Staff Availability Calendar

Keep track of your staffs' schedules in Scout.

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File Vault (Upload Documents)

Upload and securely store vaccination records, employee documents and more!

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Interactive Payroll Report

Generate pay stubs for you dog walkers and pet sitters

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Downloadable Reports

Select a date range and download various financial and performance related reports

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Add / Edit Customers

How to add and edit customers in Scout

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Add / Edit Pets

How to add and edit a customer's pet from your browser.

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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.

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Activate a customer

To activate and onboard a new customer click a button and Scout takes care of the rest.

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Customer Billing Information

Easily view a customers billing history and approve them to pay with cash or check.

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Custom Pricing and Discounts

Give a customer special pricing or a discount on services add-ons or surcharges.

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Managing your leads

How to view leads and convert them to customers

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