Knowledge base

Business Set Up (7)

Service Configuration/Service/Add-ons (5)

• Setting Up Primary Service Add-Ons and Linked Add-Ons
• Setting Up Staff - Based Pet Services
• A Comprehensive Guide to Setting Up Capacity & Boarding- Based Pet Services

View all 5

Business Hours (4)

• Configuring Global Business Hours
• Managing Holiday Closures: Step-by-Step Instructions
• Setting Up Holiday Closure Dates in Your Portal

View all 4

Staff Groups / Staff Management (10)

• Creating a New Staff Profile & Configuring Staff Permissions and Access
• How To Set Up Staff Groups and Add Staff Members
• How to turn off notifications that come to your/your staff

View all 10

Staffing Calendar (2)

• How To Set Up Staffing Hours
• Optimize Scheduling: A Guide to setup Block hours in Your Staffing Calendar

Bundled Experiences (4)

• Bundled Add-ons
• Bundled Experiences
• Bundled Services

View all 4

Notification (7)

• Sending Payment Custom Message to Customer
• How to Customize Appointment Reminder Emails in Notification Preferences
• Adding Multiple Appointment Reminders

View all 7

Holiday Closures (1)

• Holiday Hours

Pet Configuration (2)

Feeding & Medication (2)

• How to with Feeding and Medication
• How to with Feeding and Medication

Immunization (1)

• How to see Expired Immunizations (Vaccines) and Services Booked

Pricing (9)

Pricing / Deposits / Cancellation / No Show Fees (7)

• How To Edit and Set Up Pricing, Deposits, Cancellation, and No Show Fees
• How to Remove a Credit
• How to Setup Commission

View all 7

Service Fees (1)

• How To Set Up Service Fees

Price Tag (3)

• Pricing Tags
• How to create a new Pet Owner/Pet Price tag
• How to add a price tag to a specific Pet Owner

Terminal (1)

• Setting up your terminal

Custom Pricing (1)

• How to Create a Custom Pricing by breed, weight or size by service

Price Engine Rule (3)

• How to Create a Pricing Rule in the Price Engine Settings[Using Price Tags]
• Price Engine explanation on "Least Price" or "Per Pet" option
• How to Add a Multi-Pet Pricing Rule

PEL Rule (6)

• How to Create a Late Pick Up Pricing Rule - Daycare Services Example
• How to Create an Early Drop Off Pricing Rule - Daycare Services Example
• How to Create a Peak Day Pricing Rule - Boarding Services Example

View all 6

Dynamic Pricing (1)

• Creating and Applying Dynamic Pricing Rules

Coupons (1)

• Creating & Managing Coupons

Promotions (3)

Facebook Set Up (1)

• How To Connect Facebook

Web Links (1)

• How To Access Web Links (QR Code and Online Booking Link)

External Reviews (1)

• Adding and Requesting External Reviews on RunLoyal

Operations (5)

Service Profile (2)

• Service profile
• Service Profile

Dynamic Notes (2)

• Standardizing Feeding and Medication notes using Dynamic Notes
• Dynamic Notes set up and how-to

Pet Collar Template (2)

• How to create and print Pet Collar
• How to Print and Set up Pet Collars for IDEXX label printers

Pet Incident (1)

• How to add or create an incident

Tag Based Alert (1)

• How to Create and Activate Tag-Based Alerts

Retail (3)

Retail (2)

• Comprehensive Guide to Managing Categories, Vendors, Manufacturers, and Products
• Setting Up and Managing the Retail Section

Packages (6)

• Setting up Packages
• Package - Adjusting expire date in a current package set up & Adjusting in Customer account
• How to create and use a package

View all 6

e-Gift card (1)

• Gift Card

Memberships (1)

Memberships (10)

• How to Add & Sell a Membership
• How to Force Auto Renew on for Memberships
• How to Purchase an Auto Renew Membership With Free First Month

View all 10

Camera (1)

Camera (1)

• How to set up Cameras

Group Training Services (4)

Setting Up Group Classes (3)

• How To Set Up Group Classes
• Configuring Training services in RunLoyal
• Group Class setup

Training Service Agreements (1)

• How To Set Up Training Service Agreements

Group Training Pricing (1)

• How To Set Up and Edit Group Training Pricing

Curriculum & Homework for Group Class (1)

• Creating and Assigning Curriculum/ Homework and Pet Owner's Perspective on Homework Responses

Daily Snapshot (1)

Daily Snapshot (2)

• Daily Snapshot
• Using the Daily Snapshot

Dashboard (1)

Dashboard (1)

• Using the Dashboard View

Appointment (1)

Appointment (10)

• Navigating RunLoyal: How to Use the Waitlist Feature
• Adding a Staff Note
• Recurring Appointments - Setup / Cancel (change)

View all 10

Pet Count (1)

Pet Count (1)

• Using the Pet Count Dashboard

Calendar (1)

Calendar (3)

• Using the Calendar
• Moving a Pet to a room that has a different Service price and adjust the invoice
• Updating Room Assignments in Calendar by drag and drop: A Step-by-Step Process

Advanced Staff Calendar (1)

Advanced Staff Calendar (2)

• Advanced Staff Calendar(ASC) User Guide
• Using the Advanced Staff Calendar

Visual Map (1)

Visual Map (2)

• Using the Visual Map
• How To Set Up Capacity and Lodging Based Services in Visual Map

To-DO (1)

To- Do (2)

• How to Print Run Cards from the Todo Tab
• How to Print Feeding/Medication To-Do Lists Per Room/Assignment

Report Card (1)

Report Card (2)

• How To Use Report Cards
• How to Edit and Send a Report Card in RunLoyal

Quick Checkout (1)

Quick Checkout (1)

• How to Use Quick Checkout

Invoicing (1)

Invoices (7)

• How to Do a Hard Refresh
• How to Refund Services
• Checking Out a pet Without Payment

View all 7

Pet Profile (1)

Pet Profile (1)

• Using RunLoyal to Manage Pet Records: Blocking, Editing, and Deleting

Immunization (1)

Immunization (1)

• Validating Immunizations

Pet Owner (1)

Pet Owner (11)

• How to Delete a Pet Owner/Pet Profile
• How to set up new password for a Pet Owner
• How to Unsubscribe/Manage Pet Owner Notifications

View all 11

Message Hub (1)

Message Hub (1)

• How to send an SMS/Text Message while in Message Hub.

Pictures (1)

Pictures (1)

• How To Add and View Pictures

Reviews (1)

Reviews (3)

• Share pictures and reviews from our platform
• How to post/share reviews to Facebook with RunLoyal
• How To Request and View Reviews

Push Marketing (1)

Push Marketing (3)

• How To Use Push Marketing
• Adding Images to Campaign
• Push Marketing- Reach the Right Customers with Powerful Messaging

Reports (1)

Reports (Paw Metrics) (6)

• All Membership Reports Clarity
• How To Use Paw Metrics
• All Reports That Include Phone Number, Email, or Address

View all 6

Timesheet (1)

Timesheets (1)

• How To Edit Hours in Timesheets

Payroll (1)

Payroll (1)

• Payroll Management Setup

Weblink (1)

Weblink (3)

• Easily Schedule Appointments and Purchase Memberships & Packages with Auto-Select Weblinks
• Customize Web Link Process
• Web Links: Easily Schedule Appointments and Purchase Memberships Packages with Auto-Select Weblinks

Fiserv - Cardpoint online training (1)

Fiserv - Cardpointe online training in portal (2)

• Fiserv - Cardpointe portal training
• Time set for funding to batchout at end of day how to

Pet Owner App (1)

Pet Owner app (1)

• Walkthrough of the Pet Owner App (Home Screen)

Personalization (1)

Personalization (3)

• Legacy Personalization
• Require phone number on pet owner app
• Dashboard & Customizing tab names

Credits / Rewards & Loyalty Points (1)

Credits / Rewards & Loyalty Points (2)

• Setting up Automatic Rewards and Loyalty Points
• Setting up Rewards and Loyalty

Loyal Cart (1)

Loyal Cart (1)

• Loyal Cart- Boost Sales: Pet Owners Can Buy Retail Directly in the App

Playgroups (1)

Playgroups (3)

• How to Set Up Playgroups
• Managing playgroup areas in RunLoyal software
• Managing Playgroups and Unassigned Pets with RunLoyal: A User Tutorial

Website (1)

Website (1)

• Embed book now in your Website

Support Call (1)

Support Call (1)

• Chat Support

Digital Wall (1)

Digital Wall (2)

• Digital Wall
• Creating and Configuring a Digital Wall in RunLoyal Portal

Mailchimp (1)

Mailchimp (1)

• How to Integrate Runloyal with Mailchimp for Marketing Campaigns

Receipt Printer (1)

Receipt Printer (1)

• RunLoyal Receipt Printer & Cash Drawer Setup Guide