Software for managing several pet business locations

Standardize the shared operating model

Create one language for bookings, orders, pet records, forms, payments, and reporting.

• Service catalogs
• Booking states
• Pet record standards
• Billing and payment rules

Give roles the right dashboards

Owners, branch managers, accountants, front desk, and staff need different views and responsibilities.

• Reports for owners
• Location management
• Accounting tasks
• Staff schedules and tasks

Report across the portfolio

To plan for growth, compare each location’s results, payouts, commissions, services, and returning customers.

• Revenue by branch
• Payment and payout reports
• Commissions and timesheets
• Campaign and repeat booking trends

Standardise definitions before comparing branches

A portfolio report is useful only when branches mean the same thing by completed service, available capacity, deposit and refund. Start with a shared vocabulary and allow local service rules where they genuinely differ. Test an owner who uses more than one branch to see what information staff can access under their roles.

• Document each branch’s services, staff, rooms, routes and payment configuration.
• Compare equivalent measures; a grooming hour and boarding night are different units.
• Test role access using a front desk member, branch manager and finance user.
• Pilot a new branch with an exception log before copying its setup to the rest of the group.

Pilot the branch model before copying it

A second location changes more than the address. Staff roles, services, rooms, route zones, payment handling and local policies may differ. Build a shared core configuration but document exceptions. Run a cross-branch customer journey and compare reports only after both branches use the same definitions.

• Verify which staff may view or change records for another branch.
• Test an owner who books different pets at two sites and requests a consolidated answer.
• Compare occupancy in the same unit: appointments, dog-days and kennel nights are not interchangeable.
• Keep a branch launch exception log and resolve it before rolling a template to the next site.

Build a branch template with deliberate exceptions

A shared setup saves work only when it reflects real differences. Standardise naming, reporting definitions and role types, then document where branch services, capacity or local policy diverge. The aim is consistent understanding, not forcing every site into an identical diary.

• Define services and units consistently before comparing performance.
• List branch-specific rooms, opening hours, route zones and payment settings.
• Check which staff can act across branches and why.
• Review the setup after a trial month before using it at another site.

Follow the customer across sites

A family may book grooming at one location and daycare at another. Staff should be able to find the pet details already provided, while private information stays limited to the right people. Try this with made-up records before launch.

• Check which pet details are shared and which stay local.
• Verify that confirmation names the correct branch and address.
• Compare invoices and receipts from both sites without merging unrelated charges.
• Ask the owner to complete the journey on a phone and record any confusion.

Checklist

• Choose a manager for each location
• Use the same names for services and payments
• Decide when to review reports
• Check staff access
• Plan support before adding a service