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Company

Update company information, address, contacts and preferences.

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๐Ÿพ

Breeds

Add, find and maintain breeds used in pet records.

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Medications

Organize medications used in pet health records.

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๐Ÿ‘ฅ

Team

Manage employees, access, functions and internal permissions.

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๐Ÿถ

Pets

Organize pet profiles, tutor links and care information.

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Tutors

Organize responsible people, contacts, pet links and portal registration.

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๐Ÿงฉ

Custom Fields

Adapt Team, Pet and Tutor profiles with extra operational information.

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๐Ÿญ

Suppliers

Organize supplier companies, contacts, linked products and usage status.

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๐Ÿ›

Services

Set up services, catalog type, base price, pet-based pricing rules and complementary suggestions.

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Products

Set up products, prices, stock, SKU, supplier and sale or usage status.

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๐Ÿ”

Plans

Set up recurring plans, included services, usage windows, pricing rules and commercial availability.

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Packages

Set up service packages, validity, included uses, OR groups, pricing rules and availability.

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Schedule grids

Set up days, time windows, capacity, attendance type, linked services and operational exceptions.

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Banks

Register banks used to link financial accounts and payment methods.

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๐Ÿ’ผ

Financial accounts

Organize cash and bank accounts for settlements, balances and financial reconciliation.

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Payment methods

Set up payment methods, linked account, fees, settlement delay and installments.

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Chart of accounts

Classify revenue and expenses in a financial hierarchy for reports, entries and management.

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๐Ÿท๏ธ

Cost centers

Identify business areas that generate or consume money to analyze costs and results.

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๐Ÿพ Breeds

How to add and manage breeds in PetHub

How to add and manage breeds in PetHub Real PetHub screen showing the breed list ๐Ÿพ Start here: before creating a breed, search for it first. This helps avoid duplicate records. What it is for The breed is used in the pet record. It helps your team find and organize pets more easily. Where to access it 1. Click Registrations in the side menu. 2. Open Breeds. 3. You will see Registered breeds. What to look for - Use Search by breed name to find a breed. - Use Active, All or Inactive to filter the list. - Use Add breed when the breed does not exist yet. Next steps 1. Add a breed 2. Edit or stop using a breed

๐Ÿท๏ธ Cost centers

How to organize cost centers in PetHub

How to organize cost centers in PetHub Cost centers helps keep PetHub finance organized for management, reports and daily admin routines. What it is for Use the list to search areas and review type, description and status. ๐Ÿš€ Step by step 1. Open the related finance module. 2. Use search or filters to find the record. 3. Review name, type, nature, status and financial links. 4. When adding, complete the required fields and save. 5. When editing, update only what changed or deactivate when it should no longer be used. โœ… Expected result You find the right cost center and know whether it is active. ๐Ÿ’ก Practical tip Keep the structure simple and use names the team understands. This reduces errors when classifying entries.

๐Ÿท๏ธ Cost centers

What cost centers are for

What cost centers are for Cost centers helps keep PetHub finance organized for management, reports and daily admin routines. What it is for Identify which business area generated or consumed a financial entry. ๐Ÿš€ Step by step 1. Open the related finance module. 2. Use search or filters to find the record. 3. Review name, type, nature, status and financial links. 4. When adding, complete the required fields and save. 5. When editing, update only what changed or deactivate when it should no longer be used. โœ… Expected result Cost centers help analyze costs and results by area. ๐Ÿ’ก Practical tip Keep the structure simple and use names the team understands. This reduces errors when classifying entries.

๐Ÿท๏ธ Cost centers

How to edit or deactivate a cost center

How to edit or deactivate a cost center Cost centers helps keep PetHub finance organized for management, reports and daily admin routines. What it is for Update name, type, description or status for a financial area. ๐Ÿš€ Step by step 1. Open the related finance module. 2. Use search or filters to find the record. 3. Review name, type, nature, status and financial links. 4. When adding, complete the required fields and save. 5. When editing, update only what changed or deactivate when it should no longer be used. โœ… Expected result The cost center is updated or inactive while preserving history. ๐Ÿ’ก Practical tip Keep the structure simple and use names the team understands. This reduces errors when classifying entries.

๐Ÿงพ Chart of accounts

How to add a chart of accounts category

How to add a chart of accounts category The Chart of accounts helps keep PetHub finance organized for management, reports and daily admin routines. What it is for Create a category with name, parent account, account usage, nature, automatic code and default cost center. ๐Ÿš€ Step by step 1. Open the related finance module. 2. Use search or filters to find the record. 3. Review name, type, nature, status and financial links. 4. When adding, complete the required fields and save. 5. When editing, update only what changed or deactivate when it should no longer be used. โœ… Expected result The category is available to classify financial entries. ๐Ÿ’ก Practical tip Keep the structure simple and use names the team understands. This reduces errors when classifying entries.

๐Ÿงพ Chart of accounts

What the chart of accounts is for

What the chart of accounts is for The Chart of accounts helps keep PetHub finance organized for management, reports and daily admin routines. What it is for Classify revenue and expenses into financial categories with hierarchy, nature and account usage. ๐Ÿš€ Step by step 1. Open the related finance module. 2. Use search or filters to find the record. 3. Review name, type, nature, status and financial links. 4. When adding, complete the required fields and save. 5. When editing, update only what changed or deactivate when it should no longer be used. โœ… Expected result The chart of accounts is ready to classify entries and support reports. ๐Ÿ’ก Practical tip Keep the structure simple and use names the team understands. This reduces errors when classifying entries.