Switch to Pet Manager Software

Most pet businesses have something they do that is unique and our software is built to meet your needs.

Our wonderful staff will take you through a fully guided setup for all of the service types you support.

They have professional experience in many past setups so can guide you step by step to getting completely setup and ready to use or test Pet Manager to its fullest.

The estimated time for a normal setup is 2hrs of uninterrupted time. Find a time where the person from your team engaged with setting it up has some quiet and focused time.

The sort of information to bring to a session like that would be: logo & business details, services offered, pen numbers and types, service offerings, pricing information, terms and conditions, Tax ID for your country,  staffing information etc. We will work with you to get that information input and configure and ready to use.

This session is completely FREE and with no obligation. If you don't decide on Pet Manager for whatever reason, you can simply walk away. 

Even if you are tech savvy, we recommend even a short Setup Session just to check over the settings you have made and make you aware of any features that would be perfect for your business that you might have missed.

You can request a walkthrough/setup session by clicking the link from the dashboard of Pet Manager once you have logged into your trial account.

Looking to move from a competitor product or maybe even a simple form or spreadsheet?

If you can provide your customer and pet data in a suitable format, we can look at performing an import for you.

As of June 2026 we are offering this service for FREE!

If you are moving from other Pet specific software, then the pet information will certainly be in the format we require. Please see below for the specifics of a few competitor products and what to ask them for. Often times, requesting directly from the other software provider is better than just exporting yourself from the application front-end. 

The sort of information that can be imported includes: customers, pets, vaccinations, vets and notes. Please note: we cannot import pricing or booking information. Please see step 7 below for further details on the plan for this. 

We require around 2-3 business days to import your data. After this we will contact you to check over the information in your Pet Manager account and confirm it all looks good.

From there you are ready to start inputting your bookings (see step 6) from a "Go Live" date.

If you are an existing business moving from other software, now is the time to proceed with entering booking information. If you are a new startup you can skip this step.

Choosing a "Go Live" date is a key step here. Choose a date in the future that is viable for you to be able to input all of your future bookings by. That way you are not chasing your tail trying to input tomorrows bookings when there is no chance of going live tomorrow!

The "Go Live" date is normally around 7-14 days in the future, but work to a schedule that suits staff availability and seasonal factors.

The person tasked with inputting the bookings will normally have a second computer or second monitor so they can have Pet Manager and the other system up at the same time. 

As you will have your current customers and pets already loaded that will certainly speed up the process noticeably. 

They will work diligantly, adding all bookings that are checking in or are already checked in on the "Go Live" date. They then work forward from this date to input all remaining bookings.

We have found customers have been much more efficient by allocating a specific staff member with roster hours for this specific task, rather than having them work on it in between their normal work.

This process will also make that staff member very familiar with the Pet Manager system.

At this point you can enable the Pet Manager online customer portal on your website (if you choose to use it). The bookings have been entered so the availability should now be correct when potential customers are searching.

The customer portal itself has two options - you can embed it directly into a page on your website (Portal Code). This normally works well for systems that offer a lot of customization and code adding e.g. wordpress.

You can also simply link from your website to the hosted version of our customer portal (Portal Link). 

You can view details regarding both of these options from within your pet manager account under settings > customer portal. 

Any customers who were imported during the transition who have a valid email address will be able to go to the customer portal, make a "reset password" request. Set themselves a password and then login. They will see profile details alongside their pets and booking information currently in the system under their account.

You can configure the customer portal to allow for online bookings, payments, signing waivers, change requests, cancellation requests and more. 

If you have reached the "Go Live" date - congratulations! This is your first day where you use Pet Manager for all the main tasks for running your business.

Your dashboard will include all checkins and checkouts for the day and you will be off to a flying start.

Remember - our support does not end here. In fact its just starting. Our team is here to support you throughout your Pet Manager journey to ensure you get the most out of the software every week.

Often times with larger businesses or those with very bespoke offerings, they may find some exact feature they require that doesn't exist in Pet Manager. In fact, most of the time it doesn't exist in any Pet Software.

That is not the end of the conversation with us though. We have many times in the past worked with facilities to develop custom features into Pet Manager to meet their custom requirements. 

We can provide a quote to add these features as a priority. We only charge our labour cost in order to add these customizations.

Any features developed like this become part of the general realease of Pet Manager. This is a win for the facility and for us as it expands our offering.

Reach out to our support if you have viewed our extensive feature list and you feel there is something out-of-the-box you need to discuss with us.