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Using the Scout System
Using the Scout System
Get started using Scout's Dog Walking and Pet Sitting Software
33 articles in this collection
Written by
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
James Dixon
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
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
Updated over a week ago
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
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
James Dixon
Updated over a week ago
Schedule Messages to Send in the Future
Emails sent through Messages can be sent up to 3 days in advance.
Written by
James Dixon
Updated over a week ago
Billing
How do I update my bank account?
Update the bank account to which Braintree disburses your funds.
Written by
James Dixon
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
James Dixon
Updated over a week ago
How to Invoice Pet Parents
Scout's automated billing and invoicing system prioritizes organization and financial health
Written by
James Dixon
Updated over a week ago
How to Edit an Invoice
Learn how to make adjustments to open invoices.
Written by
James Dixon
Updated over a week ago
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
Updated over a week ago
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
Updated over a week ago
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
Updated over a week ago
Manually Close an Open Invoice
Scout allows administrators to manually close open invoices.
Written by
James Dixon
Updated over a week ago
Staff
Permissions
Learn how to limit staff member access to perform certain functions in Scout.
Written by
James Dixon
Updated over a week ago
Add / Edit Staff Members
Adding Pet Sitters to Scout
Written by
James Dixon
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
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 Storage (Vault)
File Vault (Upload Documents)
Upload and securely store vaccination records, employee documents and more!
Written by
James Dixon
Updated over a week ago
Reporting
Interactive Payroll Report
Generate pay stubs for you dog walkers and pet sitters
Written by
James Dixon
Updated over a week ago
Downloadable Reports
Select a date range and download various financial and performance related reports
Written by
James Dixon
Updated over a week ago
Customers
Add / Edit Customers
How to add and edit customers in Scout
Written by
James Dixon
Updated over a week ago
Add / Edit Pets
How to add and edit a customer's pet from your browser.
Written by
James Dixon
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
James Dixon
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
James Dixon
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
James Dixon
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
James Dixon
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