Scout

Smartcharges are a customizable feature in Scout that helps pet care businesses apply additional fees automatically for specific conditions.

Understanding and Using Smartcharges

The "Sticky Note" feature is a convenient way to leave important notes on a client’s profile that you or your team can easily see and access.

How to Use the "Sticky Note" Feature

The "Staff Availability" feature is designed to streamline the management of your team's working hours.

Staff Availability

Paula Andrea Ivanoff

James Dixon

Get started using Scout's Dog Walking and Pet Sitting Software

Using the Scout System

A live report of what's going on during the day. Scout's dashboard displays the current status of every appointment throughout the day.

Dashboard

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.

Calendar Views

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

Schedule, Edit or Cancel a Service

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

Repeating Appointments

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

Scout's Time Picker

Scheduling

Use the Messages feature to send relevant emails to pet owners. The audience filters help you use data to send targeted emails.

Send Targeted Emails

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

Schedule Messages to Send in the Future

Messages

Update the bank account to which Braintree disburses your funds.

How do I update my bank account?

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

Automated Billing

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

How to Invoice Pet Parents

Learn how to make adjustments to open invoices.

How to Edit an Invoice

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

How to Add Credit to a Pet Parent's Account

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

How to Accept Prepayment

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

How to Add Sales Tax to an Invoice

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

How to Add, Update or Remove an Electronic Payment Method

Scout allows you the flexibility to take Cash, Check or other non-integrated payment methods. Here's how it works.

Cash Check or Other Payment Types

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

Manually Create a New Invoice

Scout allows administrators to manually close open invoices.

Manually Close an Open Invoice

Billing

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

Permissions

Add / Edit Staff Members

Staff profiles add a personal touch by letting your customers put a face to the name of the person caring for their pet.

Add a Staff Profile Photo

Set a custom pay rate for a staff member.

Setting Custom Staff Pay Rates

Keep track of your staffs' schedules in Scout.

Staff Availability Calendar

Staff

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

File Vault (Upload Documents)

File Storage (Vault)

Generate pay stubs for you dog walkers and pet sitters

Interactive Payroll Report

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

Downloadable Reports

Reporting

Add / Edit Customers

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

Add / Edit Pets

Adding a pet profile photo to the Scout for Pet Owners app helps pet sitters identify pets in multi-pet households.

Add a Pet Profile Photo

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

Activate a customer

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

Customer Billing Information

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

Custom Pricing and Discounts

Customers

How to view leads and convert them to customers

Managing your leads

Leads

Find answers and get help from Intercom Support and Community Experts

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