Process pending requests within 2 hours during business hours. Clients who don't hear back quickly may book elsewhere — speed is a competitive advantage for pet boarding.

Always check the Calendar before confirming a booking. The Requests page shows you the booking details, but only the Calendar shows whether that date is already near capacity.

Use the search and filter tools aggressively. If a client calls asking about their booking, type their name and find it in seconds rather than scrolling through cards.

Archive completed bookings weekly rather than letting them pile up. A clean Active tab means you spend less time scanning past entries to find pending requests.

For recurring Daycare dogs (e.g. every Tuesday and Thursday), create bookings in advance for the whole month. This locks in their spot and gives you predictable revenue.

When cancelling a booking, always check your cancellation policy settings first. The system enforces whatever rules you've set — if the fee window is wrong, fix the policy before cancelling.

Use the revenue stat to track your monthly pipeline. At the start of a month, it shows projected revenue; by month-end, it reflects actual confirmed income.

For Meet & Greet bookings, add a note in the booking with the client's questions or concerns. When they arrive, you can reference it immediately rather than relying on memory.

If a client requests dates you can't accommodate, use the "Cancel" action with a note explaining why, then suggest alternative dates. It keeps a record of the interaction.

The Active/Archived split is your friend for DEFRA inspections. Inspectors may ask to see past booking records — the Archived tab is your instant audit trail.