Facility: Getting Started Guide

Whether you are brand new to facility pet care services or have been running a facility company for years, we have found that learning the basics is the best way to get started in Time To Pet Facility. That’s why we’ve put together this Getting Started Guide.

This guide is meant to be a loose framework for getting started with Facility. In this guide, we will walk you through some core features to configure and how to add clients and staff for when you are Activating Your Facility Account.

Note: We also offer a downloadable Onboarding Guide, available here: Onboarding Guide

Note: You can watch our Getting Started Video below, which covers some steps for getting started in your Facility account: Getting Started Video: Facility

Time To Pet Facility is designed to simplify many of the complex tasks of managing your facility company. Keep in mind that facility-pet care software can be complicated, and there may be a learning curve, but eventually, you will hit the “aha!” moment where it gets much easier, and you will see the tremendous benefit our system can have on your business. Just keep at it and ask lots of questions. That’s what we are here for!

Data Imports

If you currently use another facility pet care software system or you have a list of your clients in a spreadsheet, let us know. We can usually import much of your existing data into Facility. This typically includes client information, pet information, staff information, and even veterinarian information. There is no cost to our data import service! For more information on this process, check out our help doc on Importing Data Into Time To Pet.

Now let’s get started!

Step 1 - Adding A Client

Let's get started by adding a client! To add a client, first, select the "Clients" tab on the sidebar and select "Add New Client":

Next, you can enter some basic information about this client (don't worry, you can enter more detailed information on the next screen in the client's profile). You can also select whether or not you want to send the Client Welcome Email at this point. You can always uncheck this box and send the Welcome Email later.

Note: If you have an In-Home account and need to sync clients to your Facility account from your In-Home, you can view our help article on how to do so: Syncing Clients & Staff To Both Softwares

Step 2 - Adding A Staff Member

To add a new staff member, click "Staff" from the sidebar in your Dashboard, then click "Add New Staff":

Next, you can enter some basic information about this staff member and choose their role within the company. Read our help articles on adding staff here: Adding Staff To Facility

Note: If you have an In-Home account and need to sync staff to your Facility account from your n-Home, you can view our help article on how to do so: Syncing Clients & Staff To Both Softwares

Step 3 - Create A Service

Having a service is required for scheduling events. If you’re not quite sure about what services you will offer, you can create a test service like “Daycare Room” or "Boarding" for now.

Learn more about Main Services and how to create one in our help article: Main Services

Step 4 - Adding A Space

In Facility, you can create Spaces for physical locations to assign pets and staff to. Spaces cannot be selected or viewed by clients. For example, you can create "Daycare Room" to assign pets to help determine capacity for this Space and service availability. Additionally, you can assign staff to this Space when scheduling staff Shifts.

Learn more about Facility Spaces and creating in our help article: Spaces

Step 5 - Connecting to Time To Pet Payments via Stripe

Accepting credit cards and ACH payments from your clients is easy with Facility. Payments processed through Time To Pet are automatically applied to the client's invoices and deposited in your company bank account. Also, if your account is connected to Quickbooks Online, it is automatically synced to QBO.

Learn more about credit cards, ACH payments, auto-charging and more in our help articles: Credit Card & ACH Processing in Facility as well as Credit Card Point-Of-Sale Terminals.

Step 6 - Review Invoicing In Facility

In Facility, events are not automatically invoiced. Giving the flexibility to move selected events onto a new or open invoice. For example, client Alex comes in at different days and times throughout the week, Monday-Friday, for Fido's daycare. Instead of having an invoice for each time an event is scheduled for Fido, the Facility can choose which events they would like to add to an invoice and choose to invoice Alex at the end of the week.

Learn more about Invoicing in our help article: Invoicing In Facility

Step 7 - Login To The Portal As A Client

It can be helpful to understand precisely what your clients see! That’s why we’ve built a tool that allows you to “login as your client.” This tool will allow you to log in to your client’s portal to see exactly what they see. You can login as a client from a client's profile via the "Quick Actions" button, then by clicking "Log In As Client":

Learn how to login as a client in our help article here: Facility: Logging Into Client Portal As Client

Step 8 - Get Familiar With The Knowledge Base

Here at Time To Pet, we are fully invested in your success. We want to do whatever we can to make our system easier while never compromising on building a comprehensive system that helps our clients more efficiently start, grow, and manage their businesses. The Knowledge Base is a tremendous resource as we have worked tirelessly to build clear help articles and informative best practice guides. Can’t find what you are looking for? You can always contact us with your questions!

Step 9 - Activate Account

The final step of the Getting Started Guide is Activating Your Facility Account. You can do this by adding payment info in the Billing Section. As always, if you have any questions, just let us know!