How to Evaluate Petsoft for a Boarding Kennel and Dog Daycare Business
Test Petsoft on your own busiest day: reserve a stay, take a deposit, check a dog in, cancel a reservation, and pull your reports. The worksheet below shows what Petsoft covers and what to ask sales about.
How to run the evaluation
- Open a sample account from the demo page. It comes with example customers, pets, and reservations, or you can ask for a guided walkthrough instead.
- Walk through a normal day at the front desk, then the exceptions: a no-show, a cancellation, a trial request, and a pet whose vaccination is about to expire.
- Open the reports you use now and compare them with the ones in the worksheet.
- Bring the items marked Ask sales to a sales conversation and write down the answers.
Evaluation worksheet
Included Petsoft has it.
Professional plan Needs that plan or above.
Ask sales Not promised here. Ask before you decide.
| Requirement | Petsoft | Your notes |
|---|---|---|
| Reservations and capacity | ||
| Run, kennel, or suite assignment Assign a space when you reserve and see what is already taken. |
Included | |
| Daycare capacity Daily capacity that helps prevent overbooking. |
Included | |
| Trial stays and trial days New customers request a trial and staff approve it before it reaches the schedule. |
Included | |
| Multi-night billing and stay changes The invoice covers the nights reserved, and extending a stay recalculates it. |
Included | |
| Prepaid daycare packages Sell a pack of visits that draws down at checkout. |
Included | |
| Recurring daycare reservations Set a repeating weekly schedule for a regular. |
Ask sales | |
| Waitlist Hold requests for a day that is full. |
Ask sales | |
| Health and safety | ||
| Vaccination records Records live on the pet profile, and pet parents upload them when they reserve. |
Included | |
| Automatic flags for expiring vaccines A tag appears on the profile without anyone checking by hand. |
Included Professional plan | |
| Medication, feeding, and behavior notes Staff can see medications on the reservation, and pet parents enter feeding and behavior details. |
Included | |
| Agreements Pet parents accept your agreement in the portal before they can continue. |
Included | |
| Payments | ||
| Deposit and cancellation policy Deposit and refund rules apply automatically, on no-shows as well. |
Included | |
| Card payments Take payment at the front desk and let pet parents pay deposits online. |
Included | |
| Terminal hardware and processing rates What you buy or rent, and what each transaction costs. |
Ask sales | |
| Refunds Refund a deposit or payment against the original payment. |
Included | |
| Promo codes and store credit Percent or fixed-amount codes, and credit a customer can spend later. |
Included | |
| Reporting | ||
| Who is here today The Daily Activity report shows who is in, out, or late. |
Included | |
| Revenue, cancellations, and card totals Reports such as Customer Revenue, Canceled and No-Show Reservations, and Daily Card Transactions. |
Included | |
| Export Every report exports to PDF or Excel. |
Included | |
| Staff | ||
| Scheduling, time entry, and payroll Staff clock in and out, and payroll reports come from those entries. |
Included | |
| Permissions by role Front-desk staff can work without access to manager settings. |
Included | |
| Pet parents | ||
| Online reservations and payments Pet parents reserve, upload records, and pay deposits in the portal. |
Included | |
| Email and SMS reminders Receipts and reservation reminders (SMS is billed by usage on your monthly invoice, including message charges, carrier fees and phone number rental). |
Included | |
| Marketing campaigns Email and SMS campaigns segmented by visit history. |
Included Professional plan | |
| Mobile app Whether one exists for your customers and what it does. |
Ask sales | |
| Setup and support | ||
| Guided setup New accounts step through services, hours, and rules. |
Included | |
| Moving your records from your current system See the questions below. |
Ask sales | |
| Exporting your data if you leave Which records you can take with you, and in what format. |
Ask sales | |
| Contract terms Petsoft is month-to-month with no long-term contract. |
Included | |
| Support hours and response times When you can reach someone and how fast they answer. |
Ask sales | |
Moving from another system
Ask any vendor what happens to your existing records. These are the questions to ask Petsoft.
- Which records can move: customers, pets, vaccinations, and notes?
- Does the vendor do the work, or do you?
- What should you clean up in your current system first?
- How is the result checked against your old records?
Getting your staff started
Have the people who will use it try the front-desk tasks in the sample account. Roles decide what each person can open, so a new hire can handle arrivals without reaching manager settings. The Help Center has guides for setup topics such as customer profiles and security permissions.
Frequently asked questions
Test it against your own busiest day: reserve a multi-night stay, assign a run, take a deposit, check the dog in and out, then run a cancellation and pull the reports you use. Record what you find in a worksheet, and bring anything marked Ask sales to a sales conversation.
Yes. The demo page lets you open a sample account with example customers, pets, and reservations, or request a guided walkthrough with the Petsoft team.
Ask the Petsoft team which records can be brought over, who does the work, and how the result is checked against your old system. Get the answer before you commit.
Customer and pet tagging, including automatic tags for expiring vaccines, and email and SMS marketing campaigns need the Professional plan or above.
No. Petsoft is month-to-month with no long-term contract, and you can cancel at any time.
Yes. Pet parents reserve, upload vaccination records, and pay deposits in the pet parent portal, which is built to work on phones. Ask sales about the mobile app.
The Pricing page lists the current plans and what each one includes.
