The Complete Pet Concierge Setup Checklist
You're doing home visits for cats, vacation check-ins for multiple pets, drop-in feeding. This guide walks you through setting up Petboost for pet concierge.
Quick Setup Checklist
Services Setup:
- Create Home Visit service
- Create Vacation Coverage service
- Set service areas/zones
- Configure visit duration
Packages Setup:
- Create Vacation Package (7-day, 14-day)
- Create Regular Visit Pack (10-pack)
- Enable upfront payment
Documentation Setup:
- Configure visit note templates
- Set up photo requirements
- Enable timestamped check-in/out
Automation Setup:
- Enable full lifecycle automation
- Configure recurring visit patterns
Self-Service Setup:
- Enable self-service booking
- Share booking link
1. Lifecycle Automation for Recurring Visits
The Problem
You've got clients with recurring needs: daily cat visits, twice-weekly check-ins, vacation coverage that spans weeks. Managing each visit manually is administrative chaos.
How Petboost Solves It
Recurring appointment patterns — "Every day at 5pm."
Full lifecycle automation — Booking to payment, hands-off.
Auto-confirm, auto-start, auto-complete — Each visit runs itself.
Auto-pay — Charged after each visit or weekly.
Pro tip: Set up vacation coverage as a recurring pattern. Client books the full two weeks, each day is a separate visit, each visit auto-completes and auto-charges. Zero daily admin.
The Outcome
Recurring visits run on autopilot. You focus on the pets, not the paperwork.
2. Vacation Coverage Packages
The Problem
Vacation coverage is your bread and butter. But a two-week vacation means 14 visits, 14 invoices, and chaos if a client disputes at the end.
How Petboost Solves It
Vacation packages — Bundle 7-day, 14-day coverage.
Upfront payment — Full vacation paid at booking.
Daily visit tracking — Each visit documented.
Photo updates — Keep anxious owners connected.
Pro tip: Offer "Vacation Standard" and "Vacation Premium" packages. Premium includes more visits per day, photo updates, and a higher price point. Clients self-select based on their comfort level.
The Outcome
Vacation coverage is paid upfront, documented daily, and drama-free. Clients know what they're getting, you know you're getting paid.
3. Visit Documentation and Proof of Service
The Problem
A client claims you missed a visit. Or says you only stayed 10 minutes instead of 30. Without documentation, it's your word against theirs.
How Petboost Solves It
Timestamped check-in — When you arrive.
Visit notes — What you did during the visit.
Photo documentation — Proof of care.
Timestamped checkout — When you leave.
Pro tip: The timestamp trail protects you. If a client ever questions whether a visit happened, you've got arrival time, photos, notes, and departure time. Documentation is protection.
The Outcome
Every visit is documented with timestamps and photos. Professional proof of service that protects everyone.
4. Multi-Zone Service Areas
The Problem
Pet concierge often covers a wider area than dog walking. You might have different pricing for different zones, different availability for different distances.
How Petboost Solves It
Zone configuration — Define your service areas.
Per-zone pricing — Different rates by distance.
Travel surcharges — Automatic for distant clients.
Zone-based availability — Different hours for different areas.
Pro tip: Create an "Extended Zone" with premium pricing for clients outside your usual area. You're compensated for the extra travel, and clients who need it will pay.
The Outcome
Service zones keep your business efficient while accommodating clients who need you further afield.
5. Scaling Beyond Solo
The Problem
You started alone, but demand is growing. Adding team members means scheduling complexity, payment splits, and coordination chaos.
How Petboost Solves It
Team member profiles — Each with their own availability.
Assignment to visits — Who's covering what.
Capacity per team member — Prevent overloading.
Single system for everyone — Shared client and pet data.
Pro tip: Start with one team member and see how the scheduling works. Petboost handles the assignment complexity. As you grow, add more team members without changing your processes.
The Outcome
Scaling doesn't mean more chaos. The system grows with you, handling scheduling and assignments as your team expands.
Key Stats for Pet Concierge
- Full lifecycle automation for recurring visits
- Upfront vacation packages for cash flow
- Timestamped documentation for protection
- Multi-zone support for wider coverage
Start Your Free Trial
If this matches how you want to run your concierge service, start your free trial at business.petboost.com/register. No credit card required.
