Using the Scout System

Sync Scout to your Personal Calendar

Scout allows pet sitters to sync appointments assigned to them to their personal calendar.

Written by James Dixon
Updated over a week ago

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 James Dixon
Updated over a week ago

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 James Dixon
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 James Dixon
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 James Dixon
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Scout's Time Picker

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

Written by James Dixon
Updated over a week ago

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 James Dixon
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How do I update my bank account?

Update the bank account to which Braintree disburses your funds.

Written by James Dixon
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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.

Written by James Dixon
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How to Invoice Pet Parents

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

Written by James Dixon
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How to Edit an Invoice

Learn how to make adjustments to open invoices.

Written by James Dixon
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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.

Written by James Dixon
Updated over a week ago

How to Accept Prepayment

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

Written by James Dixon
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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.

Written by James Dixon
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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.

Written by James Dixon
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 James Dixon
Updated over a week ago

Manually Create a New Invoice

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

Written by James Dixon
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Manually Close an Open Invoice

Scout allows administrators to manually close open invoices.

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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.

Written by James Dixon
Updated over a week ago

Setting Custom Staff Pay Rates

Set a custom pay rate for a staff member.

Written by James Dixon
Updated over a week ago

Staff Availability Calendar

Keep track of your staffs' schedules in Scout.

Written by James Dixon
Updated over a week ago

File Vault (Upload Documents)

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

Written by James Dixon
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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.

Written by James Dixon
Updated over a week ago

Managing your leads

How to view leads and convert them to customers

Written by James Dixon
Updated over a week ago