PetPocketbook Reviews

My favorite thing about PetPocketbook is how much time it saves me. It's as if it was tailor made for our business.

I wish that we could easily order our schedules in a master repeating/ ongoing basis/ print the schedules for a full week on one page as a listed view. (We have a meeting scheduled for this Friday to get to the bottom of the issues we are having with the master repeating schedule order.)

Amazing customer support, friendly and understanding people, and the automated billing features take the stress out of invoicing clients. [sensitive content hidden] is the best, and it was so helpful to have her feedback on how other businesses typically handle a problem I faced.

I am a visual person, and I found myself wishing for a zoomed out calendar view of the schedule showing which days scheduled services fall on. I was also hoping for an app with push notifications for client messages. Luckily both features are in the works and I’m looking forward to seeing them soon.

everything can be managed in one place. It makes scheduling, invoicing and communicating with clients streamlined and simple. The ability to get quick responses and trouble shooting help from their team is invaluable! They are always willing to help.

Invoicing for a pre-paid model is difficult, but workable with a few tweaks.

I love having the daily schedule option. I also like the profiles for the pets and that pet parents have access!

Invoices- I require payment in advance and I am not able to send invoices beforehand. I also can’t send invoices immediately for pet parents on my weekly plan. I like to send it after their service because it’s due the same day as their last day of service for the week

Petpocketbook has been a game changer to my small business. It has made completing daily tasks much easier. It has even established more credibility in my business for my community. My clients have loved having the option.

I would love to see a pre-payment option

PetPocketbook is the best at combining full functionality with a clean and easy to use UI. Their automated billing, reminders, and payment system has been extremely valuable; everything runs automatically for us without any input. Customer service is top notch, I’ve had some weird requests and they have always responded within a few hours.

Calendar/schedule on mobile is only a list view, hard to see spacing between individual appointments.
Limited accounting functionality for employee paychecks, no way to allocate % made off employees back to your own paycheck.

There are so many pros. The app and site are so easy to use for both the business owner and the clients.

My wife and I run a daily doggie playgroup on weekdays. For a long time I didn't see the point in paying someone else to do all of the admin work that I could do myself. But a couple of years ago I decided to just start looking to see what was out there.

I found PetPocketbook and it changed my life. Well, my business life anyway.

The two main functions I was looking to streamline were scheduling and invoicing. Not only has PPB streamlined them for me, saving me hours per month, but they've also completely eliminated the possibility of human error on my end.

Before I started using PPB, I was doing all of my scheduling by email and setting it up on an Excel spreadsheet. Customers would email us their requests and I would put them into the spreadsheet. Although it worked fine, it was additional work that was unnecessary and there was always the possibility of a mistake being made on my end. I might miss a request. I might put something in on the wrong date. I might accidentally delete something while I was doing something else.

PPB eliminates human error for scheduling on my end. Customers put in their requests through the portal. I see them all and approve them, which adds them to the schedule. The new drag and drop feature makes it even easier and I can't make a mistake because it highlights the day to drop it on and if I accidentally drop it on a different day, it will tell me.

Once I do that, the customer gets a notification that their request was approved.

If a customer needs to cancel an appointment, they do it themselves. The appointment comes off my schedule and I get a notification that it was cancelled.

In addition to eliminating mistakes on my end, it eliminates the possibility of miscommunication between myself and my client.

We both get notifications whenever a change is made.

I can also set up repeating appointments so that clients who use us on the same days every week don't have to worry about it unless they need to cancel.

As for invoicing, I tried to keep it simple to save me time. I took all of the info off the spreadsheet every two weeks and sent it in an email to each client with basically just the totals for each week and the total balance for the two weeks combined.

Now, not only is it all automated and I don't have to do anything, but the clients get a very detailed invoice. I set it up to auto invoice every two weeks and every two weeks all of my invoices get emailed to my customers at about 8am on Monday. It even sends me a reminder the night before if I have any open appointments on invoices that are getting ready to go out. It completely eliminates any possible invoicing errors on my end.

Other features.

I can customize appointments for each service I provide. I can customize rates for each service and even each client if I need to.

I can send messages to my clients individually or in groups, eliminating emails and/or text messages. All communication goes through the portal.

By being able to store all of my clients contact information in the database and contact them through it, I don't have to keep all of that info in my address book on my phone or computer.

I can put in vaccination dates and it will send me reminders when I need clients to send me new vax records.

It's very easy to input payments and keep track of client balances.

By using the apps on our phones (or a mobile version of their website if preferred), my wife and I each have the list of dogs we are going to pick up. The option to check them off as they are picked up is available, although we don't use it.

We do use the option to check them off as we drop them off. This checks them off the list so we know they're home, and even more importantly, it sends a notification to the client so they know their dog is home. There is a report card that can be filled out with notes if necessary, and I love that it uses GPS to track where the phone is when the dog is checked off the list. The report card/GPS combo eliminates the need to leave a paper note to inform the client that we were there. This is such a big bonus to me as I hated using paper notes, but didn't know of a better solution.

Their customer service is fantastic. They are very responsive and get back to you in a timely manner.

We don't have any employees, but if you do, this looks like it would handle everything you need to do with employees very well.

It's just a fantastic tool for my business and I love it.

If you are going to force me to find a con about this product, I would have to say...

Nothing. Honestly. The money I spend on it is minimal and well worth the price. I would be willing to pay more for it, but don't tell them I said that.

The few times I've had an issue, I just sent them a message and they got back to me very quickly with an answer that addressed it. One time it was user error on my end, one time it was me not understanding how something worked, and one time it was a glitch on their end that they fixed within hours.

There are a couple of things that I would like it to do, but it's still pretty new and they're constantly improving it, so I imagine that they'll get to those things sooner than later, but I can always put in a request for something if I need to.

We love the simplicity and elegant design of this software. In particular we were looking for a product that would allow our clients, employees and office manager to communicate on the same platform. Additionally, the invoicing is fully automatic and mostly hands off. They have solved problems in unique ways.

I find the typeface a little difficult to read which can be challenging with daily use. The tipping feature still needs to be built out more so we've needed to come up with a work around for that.

The ability to organize client information and securely store financial information.
The software is easy to use and has very few issues.
The ability to add multiple appointments is very time saving.
Even non-tech savvy clients can use the software with few issues.

Some of the bulk editing options don't allow for what I need, but I've found ways around it.

There's no option to require users to add a CC# before finishing the account set up.

It's not always clear to our customers how to add profiles for their pets, so that requires extra time and emails explaining how to do it.