• In the Pet owner profile under Packages, there are new filters introduced to see the status of packages as Active, Inactive and ALL.
• Under Packages, if the auto-renewal is in progress, you can easily click on the 'Renew Now' button to renew the package.
• If a package auto-renewal is in progress, you will see a pop-up informing the staff.
• In pet owner profile, appointment list you can see the package renewal count visibly to follow-up with the pet parents

• Lodging Area is added a column in print view.
• You can now print the list of Full Runcard grouped by staff members.

• Now you can hide the prompt for adding belongings while checking in an appointment in the business portal by using the personalization "Do not show belongings during appointment check-in"

• Feeding and Medication Customization : Introduced a feature that allows you to hide feeding and medication details through personalized settings.
• Veterinarian Information Display : Added the option to display or hide the veterinarian option while adding the pet, giving you control over vet information visibility and prompt.
• Pick-Up Times for Staff-Based Services : Implemented the ability to display pick-up times for staff-based services appointments
• Independent Scheduling for Multi-Pet Appointments : Enabled separate scheduling for services within multi-pet appointments, offering greater flexibility.
• Some of the above features require a pet owner app release which is expected in the coming weeks. If you'd like to prioritize yours, please email us at puppylove@runloyal.com

• For lodging based appointments that are in confirmed status, now you can drag and drop to different lodging units with a warning even though they are not mapped in the Settings.
• For lodging based appointments in the confirmed status, when you move for 'ALL' days, now you have an option to update the new pricing in the invoice or not update the pricing in the invoice.

• E-Gift Card : Pet owners can now purchase E-Gift cards to buy for themselves or gift to others, making it easier to share the joy.

• Membership Check-in History : A new enhancement designed to improve tracking and provide better visibility of pet activities.
• "How Did You Hear About Us" with Personalization : New options are available to personalize feedback on how pet owners discovered the facility.
• Service Fee Display : Service fees are now visible when scheduling an appointment, offering more transparency for pet owners.
• Current Pet Name Display : The current pet's name is now displayed both at the top and bottom of the appointment summary screens for clarity.
• Renew Now Option : Pet owners can now easily renew memberships for failed memberships with a simple "Renew Now" button.
• Manage Card Sections : The "Manage Cards" section is now split into two sections :
  • Saved Cards : Displays all currently active saved cards.
  • Add Card Status : Shows cards that are inactive or have errors (e.g., denied cards).
• Improved Error Handling for Add Card Functionality : Error messages have been enhanced for a smoother experience when adding cards.
• Warning Popup for Duplicate Membership Purchases : Pet owners will now receive a warning when buying an auto-renewal membership for the same pet with different purchase dates.
• Membership Per Pet-Based Pricing : Memberships can now be customized with pricing tailored to each pet, ensuring more flexibility.
• Feeding and Medication Customization : Introduced a feature that allows you to hide feeding and medication details through personalized settings.
• Veterinarian Information Display : Added the option to display or hide the veterinarian option while adding the pet, giving you control over vet information visibility and prompt.
• Pick-Up Times for Staff-Based Services : Implemented the ability to display pick-up times for staff-based services appointments.
• Independent Scheduling for Multi-Pet Appointments : Enabled separate scheduling for services within multi-pet appointments, offering greater flexibility.

• Membership Won and Loss Summary : Displays a summary of membership activity, including active, expired, and won memberships, along with detailed insights on cancellations, revenue, and purchases for various categories and statuses within a selected date range.
• Recurring Appointments : Displays recurring pet appointments, including owner details, pet details, service categories, and the recurring schedule for a selected date range.
• Package Cancellations Report : Displays a detailed report of cancelled packages, including package details, and notes, for a selected date range.

• Membership Monthly Subscribers : Added three new columns — New | Auto Renew, New | Non-Auto Renew, and Auto Renewed — to provide an exact count of membership purchase types in the Membership Monthly Subscribers section.
• Membership Details : Updated the Auto Renew column to include the New | Auto Renew, New | Non-Auto Renew, and Auto Renewed categories, offering improved clarity on customer purchase details.
• Pets with Appointments Report :
  • Added a Staff Filter and a Staff Name column to identify which services are assigned to specific staff members.
  • Added the following columns: Start Date, End Date, Start Time, End Time, and Staff Filter.
• Credits Column Updates : "Added the Credits" column to the following reports :
  • Invoice Register
  • Invoice Register – Accrual
  • Daily Transaction
  • Invoice Register Details Report
  • Monthly Sales Report
• Pet Owner Details : Added the following columns :
  • Created By
  • Created On
  • Device
• Membership Won and Loss Summary :
  • Added a filter for Cancelled and Auto-Renewal in Progress.
  • Auto-Renewal in Progress includes the following columns – Attempted On (replaces Cancellation On), Number of Retries in Progress & Failure Category (replaces Cancellation Reason)
  • Cancelled is created based on a date range, but Auto-Renewal in Progress does not involve a date range.
• Total Revenue Report : Added a Deposit Details tab to provide more detailed revenue insights.

• Training-based : Training-based facilities can now manage training requests, including approvals. Staff can also perform actions such as check-ins, check-outs, cancellations, marking no-shows, and executing bulk operations within daily training activities. Facilities can also manage sending homework to the pet owners
• Add/Edit Pet Owners & Pets : The StaffApp now supports adding and editing pets as well as their owners.

• QR Code Generation : A QR code is now generated for each staff, enabling staff/employees to scan it for clocking in and clocking out using RunLoyal Express Check-in Kiosk for smoother operations.
• Appointment List : Tagged pet/pet owner icons are now displayed with colors indicating their status. Clicking an icon reveals its title and associated comments.
• While adding or editing a pet, users can now add or edit pet notes.

• For checked-in pets for a single staff based service (such as grooming), you can send Ready for Pick up messages from the Daily Snapshot.
• For lodging based services, now you can see the already checked-in pets by clicking on the "In-house" tab
• Using personalization, now you can choose to display the appointment start and end time (Settings→ Operations → Personalization → Display appointment start and end date/time in Daily Snapshot)

• Now you can book appointments from the Week view by clicking on the date for a given staff. If the staff has working hours defined it would display with the color background
• Added warnings when booking appointments, if a staff member has reached their maximum allocated slots.
• In the Day view, staff availability slots are now displayed showing the booked count against the total available slots for a given day.
• Appointment status filter added to the top of the calendar for all the views
• Easily navigate to appointment invoices from the Advanced Staff Calendar by clicking on the 'Open Invoice button'
• Now you can search for a pet owner while creating an appointment and if not found, you can easily add a pet owner pet without leaving an advanced staff calendar . You can do the same outside of calendar in the global pet owner and pet search in the portal
• You can now adjust the staff assigned to the service up to 3 weeks after the pet has been checked out. This can be adjusted by selecting the appointment and under the assigned edit button on the pop-up.

• Customers with Advanced Staff Feature (paid add-on), assistants can now be added in ToDo menu, in Full RunCard. open_in_new
• While printing as a list in ToDo, now you can sort the primary and secondary staff by their names
• In Print as List view, for lodging based and capacity based services, the area name also has been added along with the unit name.

• Wages and Skills : Now you can define staff type, their wages and skills in Settings → Business Setup → Staff Management → Wages & Skills. You can define the staff skills under Settings → Operations → Dynamic Notes → System → Skills
• Payroll Calculation : Once the wages are defined, now under Staff Management→ Calculate Payroll, you can view the payroll for a given time period by staff ,the total payroll and you can export it as a spreadsheet. open_in_new

• Birthday wishes for pets displayed during check-in in both the portal and the kiosk.
• You can select multiple services across service categories into a single digital wall such as boarding, daycare and grooming

• Membership Renewals :
  • Visual indicators have been added next to the pet owner's name in the appointment list, pet owner profile, pet profile, and daily snapshot to show failed renewal attempts
  • Alert pop-ups have been added to pet and pet owner profiles to notify about failed membership renewals
• Active Memberships : Warning messages appear when attempting to delete, archive, or block a pet owner or pet with an active auto renewal membership(s)
• Duplicate Membership Purchases : Warnings for duplicate membership purchases have been added to the quick checkout process.
• Deleted Memberships : Deleted memberships now appear under a "Deleted" tab in the memberships section in pet owner profile

• Service Sales Statistics : Displays service sales, add-on sales, and grooms by service type for a selected date range.
• Add-On Rate : Provides insights into total grooms completed, grooms with add-ons, and the add-on rate (%) per staff member.
• Advanced Staff Commission : Displays detailed commission data for staff, including service and assistant commissions, with breakdowns of performed services.
• Sales Commission : Shows sales commissions by staff for services, memberships, and packages, based on configured setups.

• Retail Report : Added adjustment columns for improved reporting.
• Tax Report Enhancements : Added columns for Invoice Total and Payments Total.
• Membership Cancellations : dded a "Membership Continuation" (Yes/No) filter and a bracket to indicate whether the customer, pet, or subscription was inactive.

• Training-based features are now available in the Staff App.
• Add pets and pet owners directly in the Staff App.
• Snippets available in the Message Hub for quicker communication.

• QR Code Generation : There is a unique QR code for each staff member in the staff app that can be used to clock-in and out using RunLoyal Express Checkin
• Manual Staff Assignments : Staff can now be manually assigned to lodging-based services.

• Create multiple different digital walls that could be used for both back of house and/or the store front for customer facing promos or price boards.
• Include pictures and videos (add-on required for video) as a slideshow.
• Send alerts and create banners from the business portal to display on a specific Digital Sign for any daily or critical updates (back of house) or for any customer promotion (front office).

• We have added the ability to define agreements to be either per pet, or for the entire household.
• All newly signed agreements will have the pet names added above the pet parent name, signature, and timestamp.

• You can add new appointments and manage working hours directly from the calendar. Three new options will appear when you click on a staff member’s scheduled hours:
  • Add a single service appointment
  • Add a multi-service appointment
  • Manage working hours
• In the Day view, now you can adjust the duration of an appointment by clicking the bottom border of the appointment and dragging it to the desired end time.
• A new "Add Appointment" button has been introduced in the top-right corner, allowing staff-based service appointments to be scheduled.
• You can now replicate an appointment by clicking on an existing appointment, then selecting "Copy and Create Appointment".
• Appointments can now be marked as "no-show" and cancel an appointment directly from the appointment screen in theAdvanced Staff Calendar.
• You can now print staff's appointments for easy reference and record-keeping by day, week, and month.
• Staff names and profile pictures are now displayed in the Advanced Staff Calendar. You can now upload staff profile pictures by navigating to Settings -> Business Setup -> Staff Management.

• Organization Admins (OA):
  • Can create and manage Service and Pet Configurations for all locations.
  • Can add or select configurations under different locations. Can create Location Admin users and assign them to a location(s).

• Location Admins (LA):
  • Limited Access: Can only select options defined by OAs and make changes for their assigned location(s).
  • View Only: Can see all settings for their assigned location(s), but cannot make changes.

• Staff:
  • If Staff is mapped by default to the legacy 'STAFF' which provides access to everything in the portal except Settings and PawMetrics.
  • Staff can have customized permissions by creating and selecting a custom Staff Group.

• Automated Tips (Only for staff based services):
  • In Staff Management, you can set up tip calculations as a percentage or fixed amount for each service or add-on.
  • Once set up, tips will be automatically calculated based on your configuration when a tip payment is made using the terminal, saved card (in the portal, pet owner app, or web link), or any other payment method.
  • You can still override the tip calculation by selecting the Assign Tip option in the invoice.
  • Automated tip calculations or manual edits will be visible in the invoice under the Invoice History tab.
• Assistants Commission and Tips (Only for staff based services):
  • You can add assistants at the service level and define how many assistants can be assigned to a service.
  • In Staff Management, you can configure assistant commission and tip calculations as a percentage or fixed amount, either globally or for each service.
  • Assistants can be added to an appointment from the Appointment Menu, pet owner profile, pet profile, or the Full Run Card by using the Add Assistant icon
  • If assistants are added, both commissions and tips will be calculated automatically based on your setup and displayed in the invoice.
  • You can view assistant commission and tip calculation details in the invoice under the Invoice History tab.
• Sales Commission:
  • Sales commissions can be set up at the individual service level and for add-ons.
  • Commissions can also be configured for packages, memberships, and training services during setup when selling via Quick Checkout.
    • Note: This is not applicable for pet owner app or web link purchases. However, you can add a sales commission when using Quick Checkout.
  • Sales commission can be added or edited for confirmed and checked-in appointments by using the Add Sales Commission button in the Edit Appointment section.
  • The calculated sales commission will be shown in the invoice under the Invoice History tab.
  • A new report, Sales Commission, will be available in the coming weeks.

• Invoice Register Report based on Checkout Date: Lists payables and payments by checkout date.
• Training Based Report: Displays group training sessions and class details.
• Overdue Vaccines: Lists overdue vaccines for pets with confirmed and checked-in appointments.
• Total Revenue - Previous Year vs Current Year: Compares monthly revenue year-over-year to show the trends and growth.
• Membership Monthly Growth: Displays membership purchase counts for the past 12 months, including the current month, with a month-by-month breakdown for trend analysis.

• Groomer Score Card: Tracks groomer metrics like average sales, add-ons, completed grooms, and customer ratings for performance insights
• Salon Score Card: Comprehensive report of grooming sessions, sales, tips, customer ratings, and performance for a selected period.
• Salon Loyalty - Capacity: Monitors customer loyalty by location with metrics on completed grooms, new customers, and loyalty rate.
• Groomer Loyalty - Capacity: Tracks monthly grooms, new customers, loyalty rate, and service capacity with a staff filter.
• Average Sales Price: Calculates average groom sales price to track revenue trends over a selected period.
• Average Add-On Price: Shows average sales price for add-ons, highlighting revenue from extra services.

• Forgot PIN: We have introduced a "Forgot PIN" feature to easily recover a forgotten or lost PIN.

• Appointments: You can now view responses to custom questions for appointments.
• Message Chat: Customers with the Advanced Training add-on can now use the "View Homework" option within the message hub.
• Appointment Assignment Sorting: Appointments in the booking window are now sorted based on a portal for the daycare service.
• Calendar Page : You can now see a shaded background color in the appointment status and checkout sections for improved visibility.

• Setting up recurring appointments.
• Ability to check-in and check-out pets.
• Viewing, adding, and editing service profile notes
• Checked-out appointments now appear crossed out on the calendar for easier visual identification.

• You can now set up a custom curriculum with practice and homework assignments, along with pictures and videos (requires Video Send & Store ad-on), at both the session level and individual class level. These items are automatically assigned to your enrolled pet owners at the end of each group training class. You can create and manage your curriculum and associated homework by navigating to Settings → Training Services → Training Services Homework/Curriculum.
• You can also assign Homework/Curriculum to a Pet Owner at the end of each class through the Daily Training menu while checking them out. Pet Owner receives the assigned homework via email/app and SMS.
• Pet Owners can send pictures and videos (with our Video send and Store add-on) as part of their homework. If you're interested in using the video add-on, please email puppylove@runloyal.com to activate this feature.
• Completed homework is stored in both the pet and pet owner profile next to the associated training classes for reference.

• Confirmed Appointments : We have added a new column which displays invoice amount.
• Retail Inventory Report : We have added a new column which displays vendor details.

• Biometric Login for Staff (only supported in iOS today) : Now you can log in using your iPhone's biometric functionality, such as Face ID or Touch ID.
  • For New Users : After a successful sign-up, new staff app users on iOS will be prompted to set up their biometrics (Face ID or fingerprint).
  • For Existing Users : You can enable biometrics on your iOS device by navigating to Staff Profile → Setup Biometric → Face ID or Fingerprint Setup, which you can access by clicking on the top right corner next to your name.

• Play Groups : The Play Group menu is now accessible in the Staff App. In-app functionality for play groups includes:
  • You can view the pets in the assigned playgroup area.
  • You can now assign a playgroup to a pet directly from the pet page if no playgroup has been previously assigned.
  • You can assign staff to the playgroup by clicking on the staff assign icon.
  • You can move pets between different play groups across areas, similar to the portal functionality, with added validation to ensure pets that don’t get along are not assigned together.
  • You can now move play groups to different areas with ease, allowing for greater flexibility in managing group activities.
  • You will now see the designated playgroup's icon in the Appointment view, and movements of each playgroup will be reflected in the Appointment list view.

• Now you can see training sessions in the Staff calendar.
• You can also now filter the calendar view :
  • "View My Calendar" : Shows only your schedule.
  • "View All Calendar" : Displays the schedule of all staff members.

• Now you can expand the message text box to accommodate longer messages, providing more space for detailed communication.

• Options for fixed schedule, open enrollment, and private training.
• Simple class and recurring schedule configuration and management.
• Automated per class homework.
• Optimized training area scheduling and management.
• Automated validation of class requirements (pet age, sex, and weight) during the purchasing process.
• In app or web link purchase options for group classes, training packages, and all other training services.

• To-do's
• Report Cards
• Message a Pet Owner
• View previous appointments
• Notes
• Service profile
• Ready for pickup

• Membership Monthly Trends and Comparison - Displays key membership trends through various visual reports, including active POs, revenue over time, renewal counts, and check-in pet count for the selected date range
• Revenue by Service Category - Displays the top 10 service categories and their appointment counts for a given time period.
• Revenue by Services - Displays the top 10 services and their appointment counts for a given time period.
• Monthly Sales Report - Trends & Comparison - Displays a comprehensive overview of monthly sales trends and comparison charts within a specified date range.
• Invoice Summary - Displays an overview of the invoice summary, highlighting sales tax, tips, total payments, and payment types for a selected date range.
• Total Revenue - Displays a comparison of revenue between the previous year and the current year.

• The day of the week for the entire series.
• Appointment frequency.
• End date for the recurring series.
• Staff assignment and area selection.
• Add-on services can be added or removed.

• You can now view a separate 'Checked Out' tab in the appointment list, showing pets that have been checked out today.
• We are now highlighting overdue check-ins with a light yellow shading on the appointment list view, as well as on the pet and pet owner appointment pages.

• In the lodging-based appointment booking workflow, the grayed out time slots indicate times that are outside of your defined business hours and the white indicate a time within your defined business hours for that service. These gray timeslots are now clickable and allow you to override your defined business hours to book an appointment outside of your defined business hours. When clicked, a warning message will pop up to alert that you are selecting a time outside of your business hours.
• By default, we display time slots from 6 am to 9 pm (or later if your defined business hours are later than 9m) in the booking process. Now, using Personalization, you can have the system display a full 24 hour period in the time options to provide you with the option of booking for any time of day. This can be enabled in Settings → Operations → Personalization → Show 24-Hour Time Slot for Lodging and Capacity-Based Services.

• You can now add tips in the Quick Checkout menu for packages, memberships and training based services.
• Now as part of refunding a membership purchase, the staff will be prompted to remove the membership from the pet owner profile.

• Neon green border : Indicates that all pets in that unit are scheduled to "Leave Today"
• Yellow border : Indicates that only some pets are leaving ("Partially Leaving Today")

• Staff Service Details Report : We have added appointment status, add-on services, a date filter, and appointment times to this report.

• The Appointment status shading in the portal is also now applied in the Staff App: Pink for check-in overdue, yellow for check-in overdue, and green for first time appointments. This feature is also available on the Pet and Pet Owner appointment pages.
• The home page and appointment list tab names in the Staff App can now be customized via personalization.
• Details for "Primary Services as an Add-on" and "Assigned to" can now be viewed via the (i) information icon
• For each appointment, when you click the down arrow, you will now also be able to access:
  • An Appointment Notes link for easy access to any notes related to that appointment.
  • An Appointment Status link that displays the details for the appointment and changes made.
  • A "Ready for Pickup" button to notify the Pet parent their pet is ready to be picked up.
  • A "Report Card" option to easily access and update the report card.

• Bundled Experiences : You can create customized pet care experiences by bundling specific services and specific add-ons as a single offering.
• Bundled Services : You can group multiple services into a single service offering, i.e. "board and train" or "daycare while boarding".
• Bundled Add-ons : This allows you to group several add-on services into a single add-on package at a discounted price.

We have fixed several other issues and bugs that were reported.

• You can now easily take a visual map unit out of service for a specific date range by marking it as "unavailable". You can mark a unit as unavailable either in the Visual Map view or in Settings → Visual Map
• Now you can also designate a visual map unit's capacity for internal use only, meaning that that unit's capacity will not be considered as an option for the auto-assignment nor will it be counted in the overall capacity numbers. The main use case for this feature is to provide an elegant overflow capacity option.
• We have added the ability to control how Visual Map units can be utilized with regards to "same family only" or if a unit can house non-family pets together (open boarding, for example). Units defined as "same family only" will now display a "same family" icon Visual Map and in the appointment assign screen.

• Membership Cancellations : Displays membership cancellations by date range and also displays the reason for cancellation.
• Membership Sales Revenue : Displays membership revenue details based on payment date for a selected date range.
• Daily Membership Purchase Details : Displays the membership purchase count for a selected date.
• Active Pet Owners with Memberships Count : Displays the total count of active memberships purchased by pet owners.
• Checked-In Appointments and Immunization Status : Displays the list of checked-in appointments with immunization status by date range.

• Pet Owner Details : We have removed the date range so the report now displays all pet owners. We have added pagination to enhance loading speed and detail viewing.

• New app users will be prompted the option to set up their biometrics (Face ID and fingerprints) after a successful sign up.
• Existing app users can enable biometrics by going to the "More" menu → Face ID or Fingerprint setup
• We will be rolling this feature out across all customers in a rolling fashion. If you are interested in using below feature immediately, please email puppylove@runloyal.com and we will prioritize your app release.

• Open Invoices will be displayed in home screen :
  • When you use the 'Send Invoice' request from the business portal
  • After the pets are checked in
  • After the pets are checked out without a payment

• We have added the ability for you to edit staff clock-in and clock-outs. You will see a new option "Time Sheet" on the left side menu and this icon under the Staff Management category.
• By default, Admin Users will have the ability to view and edit the timesheets of staff members, but who can perform edits is also configurable in Staff Groups settings. Timesheet data is also exportable as a summary timesheet by a time range or by individual staff members for payroll purposes.

• Under Settings → Pricing → Price Engine, you can now choose between "Calculate Per Pet" and "Least Price Option" (Currently available option) options when setting up a price rule. If the "Calculate Per Pet" option is selected, the discount will apply to all pets in the appointment. If the "Least Price option is selected, the discount will be calculated based on the pet with the lowest dollar amount).
• We have added a new discount structure based on how often a Pet Owner visits for services.The price rule now includes a frequency-based discount based on new “Appointment Frequency” and “Booking Count” factors for Price Engine rules. Using this rule, you can setup a rule where you can provide a discount if a pet visits “x” times within “x” weeks. For example, a discount of 10% for 2 or 3 daycare visits in a given 1 or 2 weeks timeframe.

• Add/Edit appointment :
  • After selecting a pet for an appointment under the pet name, vaccination details are now shown with current status indicated by color: red for expired, green for active, and orange for expiring within a month.
  • You can now view the pet owner's open invoice history while adding or editing appointments by clicking the invoice icon.
  • You can now view your pricing details for each service in the add/edit appointment screen. This feature can be enabled or turned off in Settings → Operations → Personalization → "Display Price in Appointment Screen".
  • You can now book appointments during blocked hours in the portal by enabling "Allow Booking during block hours" in Settings → Operations → Personalization.
  • You can now add or view a pricing estimate after adding a new single appointment by clicking the 'Add & View Estimate' button in the 'Add Single Appointment' view.
  • When booking a new lodging and capacity based appointments, you will now see a new "Assign Last Room Assignment" button. Selecting this button will book the pet's last assigned room to the current booking appointment. If that room is unavailable, a pop-up will appear, and you'll be redirected to the visual map for assigning another room.
• Appointment View and Pet and Pet Owner profiles :
  • A Pet Owner's first appointment is now highlighted in green on the Appointment View.
  • Now you can easily add requested appointments to the waitlist by clicking the Waitlist icon in the Appointment View.
  • Now you can view belonging details even after a Pet has checked out by clicking the belonging icon .

• Confirmed Appointments (Future Dates Only) : A new service filter has been added to easily filter out the reports by services.
• Pet Owner Details Report : First Name and Last Name columns have been added.

We have fixed several other issues and bugs that were reported.

• We have added the following new bundling capabilities in "Settings" → "Business Setup" → "Bundled Experiences/Services/Add-ons"
  • Bundled Experiences : You can create customized pet care experiences by bundling specific services and specific add-ons as one offering. offered by your business.
  • Bundled Services : This new capability allows you to bundle multiple services that are then offered as one, i.e. "daycare while boarding".
  • Bundled Add-ons : This allows you to group several add-ons as a group at a discounted price.

• Additional interval options (Weekly and Specific Dates) have been added for feeding and medication tasks in the To-Do list.
• In the Full Run Card view, you can now customize your view by clicking the new "Display"  button and selecting which data fields you want to see and their order on the screen.

• Monthly Sales Report : This new report provides a summary of your sales for a given month based on accrual accounting.

• Staff Commission Report : A new column has been added to view the status of staff members (active/inactive).
• Membership Report, Membership Details & Membership Monthly Subscribers : A description has been added clarifying that these reports are "Based on Membership Effective Date.

• Pet count : "Restrict pet count for purchase".
• Immunization Status : "Do not allow the purchase using kiosk or app without Immunization".
• Pet sex : "Allowed Pet Sex for this membership"
• Agreements : "Do not allow clients to purchase using kiosk or app without membership agreement"

• Now you can restrict minimum pet age during check-in in portal and kiosk . There will be a new warning while purchasing a membership with minimum pet age in the pet owner app (new app release required) and in portal and kiosk. You can force this condition to block a pet parent to check-in with a minimum age in kiosk.
• You can also manage the effective start date of a membership from the settings (Based on customer selection (like today), with 2 new options - Same as purchase date and select a custom date)
• Also, if you offer a recurring membership, you can manage if you want to allow the pet parents to unselect a recurring membership or not. This will allow you to offer a recurring membership where a pet owner cannot unselect the auto-renewal option at all.
• You can also multi-select the allowed pet sex for the given membership (the option to warn and not allow a specific pet sex is coming soon)
• In Pet owner profile, now you as the business owner can change the end date of a membership (the events will be recorded for auditing)
• Now you can request review (ask about our external review if you want to get more reviews in Google) during membership check-out.

• For lodging based services - The navigation has been improved where if you select a start date to be a future month, the end month automatically moves to that month.
• When you search a single pet in the search area, the pet automatically gets selected improving the workflow.
• Now you have the option to notify a pet owner while marking an appointment as No-Show appointment by selecting the toggle button (default off)

• In the coming weeks, we will be rolling out a new app for your pet parents with improved performance and experience. No action is needed from your end.
• This newer app would provide more personalization options allowing to customize the look and feel of the app (how you want to display packages and memberships) and more ways to collect critical information while the pet owners are adding a pet or while requesting an appointment. Please stay tuned for more updates.

• We have added the option to no longer show the Start/Effective date to Pet Parents when they are purchasing a membership. This may require a new app release, so please contact puppylove@runloyal.com if you'd like to enable this immediately.
• You can now duplicate an existing membership type by clicking into an existing Membership → three dots on the upper right hand corner.

• We have added a "Confirmed by Pet Owner" filter in the Appointment view, as well as in the appointment views within the Pet and Pet Owner profiles.
• You can now choose to display the pick up time in the Appointment view. The pick up time displayed will be the time selected by the pet owner in the app or web appointment, or the end of the defined pickup hours.

• Monthly Sales : This new report provides a summary of your sales for a given month.
• Sales Tax Summary - With breakdown : This new report provides a view of your taxable and non-taxable services with the taxes collected.

• Daily transaction Report : Added "Service type" & "Services" filter.
• Invoice Register, Daily Transaction Report : "Credit Adjustment" renamed to "Pet Owner Credit adjustment" and :Refund" renamed to "Refunded as Credits".

We have fixed several other issues and bugs that were reported.

• You can now directly manage/edit your staff hours directly on the Calendar. open_in_new
• You can now block off time on a staff members calendar, with configurable categories. These categories can be defined in Settings → Operations → Personalization → Portal → 'Staff block hour categories'
• Admin users can edit the calendar for all Staff, but a staff member can only edit their own schedule.

• We have added 5, 7, and 10 day interval options for Service Related To-Do's
• Service filters have been added to the Roll Call feature.
• We are now populating the primary add-on service details (room assignment, etc) in both the Assigned view and printed list.
• In staff and owner notes, we are now restricting words such as CBD, THC, weed, marijuana, cannabis, ganja, vapor, and vaporizer. If any of these words are entered, a pop-up message will appear on the screen that says "Messages that relate to cannabis or use cannabis-related terms are not allowed.” Similar alerts and pop-up will show up when you attempt to enter similar words in Message Hub as well.
• We have also optimized the performance of the To-Do feature.

• You can now go to a specific date by clicking on the new "Go to date" calendar icon.
• We have also optimized the performance of the Calendar.

• Draft push marketing campaigns now can be edited with the 'Edit Message' button.
• We have optimized the performance of the push marketing to provide faster loading and a smoother user experience.
• You can now edit a message before sending it.

• Credit Card Settlement Report (FiServ Only) : If you are with our new payment processor, you can now view all settlements done via Fiserv/CloverConnect
• Staff - Total Work Hours : This report shows the total hours worked by each employee within a chosen date range.
• Pet Owner Appointment Log: Recent & First Visits : Provides details on pet owners including their names, latest appointment, first appointment date, and total number of appointments.
• Revenue by Add-on Services : This report shows the income generated from additional services provided within a chosen date range.
• Pets with Zero Appointments : This report shows customers who are registered in the system but have never scheduled any appointments.

• Going home : Now you can generate single-day reports, with the option to choose between Confirmed, Checked-in, or all statuses, with Checked-in being the default option.
• Projected Revenue : This report now shows the data based on checkout and confirmed statuses, with the date range based on the appointment end date.
• Daily Transactions : The Tips column has been rearranged and service fees are now shown per transaction.
• Sales Tax Summary : A summary section to display the taxable items and tax-exempt items is added to this report.
• Invoice Register : Card not present and card present transactions are now grouped into a single filter titled "CARD".
• Retail : Now you can view the tax percentage for all products.
• Retail Inventory : We have added new columns for "Total Purchase Cost" and "Total Real Value".
• Staff Commissions : We have added multi-pet and multiple add-ons to this report.
• Pet Owner Details : We have added a new column for Full Address.

• For those customers on our new payment platform, you can now customize the tip amounts for your terminals in Settings → Pricing → Point of Sale Terminals → Edit button. This same personalization for in-app tips is coming soon. Please contact us with any questions or for more information.
• Card Account Updater (CAU) Option : With this new offering, out-of-date debit/credit card information (card number, expiration date, etc.) is automatically updated to avoid recurring payment interruptions by reducing the frequency of declines.
• Please contact us with any questions or for more information on these new payment features.

• We have reorganized the left hand menu for To-Dos for better clarity, with specific groupings for to-dos and for status filters.
• The list print view now includes room assignments and secondary staff assignments.
• We have added new granular control on who can enter owner notes, upload media, and add to report cards in To-Dos. These new permissions are defined by Staff Group and can be configured in Settings → Business Setup → Staff Group → To-Dos.

• Staff Commission Summary : Displays a summary of staff commission, including service totals, tips, and adjustments.
• Retail Inventory Report : Displays current stock levels and purchase price of each item. This report also includes an audit of changes, such as restocking and quantity edits.
• Retail Inventory Audit : Displays retail inventory audit details, including staff-restocked or edited quantities with date, time, staff info, product details, action type, and pricing.
• Cash Report : Displays only cash transactions within the selected date range.

• Incidents Report : We've added a new column to include the pet owners involved in incidents.
• Total Customer Spend : This feature enables you to view your customers based on their total spend.
• Visits Report : You can now see how often each customer visits and which services they use the most.
• Sales Tax Summary : All relevant records will be accurately displayed in the Sales Tax Summary, providing you with a comprehensive overview of your sales tax data.
• Pet With Appointments : Service Category and Service filter added and precision, allowing you to search for pets with specific appointments based on service categories or individual services.

We have fixed several other issues and bugs that were reported.

• Sales Tax Summary Report

• We have added the ability to do a "bulk" Mark as Complete in To-Dos for Additional Services, Feeding, Medication, and both Facility and Service Related tasks.
• In addition to the viewing and/or the existing list view for additional services, medication and feeding details, you can now also print each in a Run Card format that contains only the additional services, medication, feeding information tracking cells.

• Customer Rank by Total Spend : Displays a complete list of your customers by total spend.

• QuickBooks Sales Detailed : We have added a column that displays "Used Credit/Dollars".
• Staff Commission : We have added a column for Pet name.
• Birthday pets : Date range issue fixed.
• Deleted Pet and Pet Owner : Date range issue fixed.

We have fixed several other issues and bugs that were reported.

• Sales Report - Credit card : Receivable and Refunds added.
• Staff App Utilization Report : Column added for Action done by and Action done on.

We have fixed several other issues and bugs that were reported.

• Deleted/Archived Appointments : Shows “action done by” data in separate line items.
• Birthday Pets : Owner contact info added.
• Staff Commission : Shows totals for each staff separately.
• Membership Report : Email address added.
• Overnight Pets : Pet count and pet type added.
• Daily Transactions Report : Total for each column added.
• Pet Owner Details : Pet Owner Status filter added.
• Invoice Register Details Report : Packages/membership related quick checkout invoices are now shown.

We have fixed several other issues and bugs that were reported.

• Staff Service Details - List the services performed by staff with a timeline

• Pet Owner Details : Pet details are now in a single column.
• Quickbook Sales : Payment method column has been added.
• Tip Report : Now shows tips shared between staff.
• Sales Tax : Additional columns added to manually adjust sales tax accounting if adjustments are involved.

We have also fixed some issues with general tax reporting

We have fixed several other issues and bugs that were reported, including calendar views and filters, search, To-Do's, and other settings

• Deleted pet and users
• Daily appointment details

• Tip report : Added Payment Mode column.

We have also fixed several other issues and bugs that were reported, including: Pricing adjustment during check-in when editing appointments. Issues with multiple filter combinations in Todo's confirmed/checked-in status. Archived Pet Owner - In "Add appointment" and "Pet page" is now grayed out.

• How did you hear about us? :

• Top 10 Customers : We have added service details.
• Deleted/Archived Appointment : We have added the date and the staff details who deleted or archived an appointment.
• Pet Tag : We have added a Pet Type filter.
• Checked in / Checked out / Confirmed Appointments : We have added a pet count to the report.
• Checked Out Pets : We have added immunization details.
• Pet Owner Tag : We have added an Appointment Status filter.

We have also fixed several other issues and bugs that were reported.

• Top 10 Customers : We have added service details.

• Deleted/Archived Appointment : We have added the date and the staff details who deleted or archived an appointment.
• Pet Tag : We have added a Pet Type filter.
• Checked in / Checked out / Confirmed Appointments : We have added a pet count to the report.
• Pet Owner Tag : We have added an Appointment Status filter.

• Pet Owner name is now clickable to go to the Pet Owner profile
• Pet tags will now also show
• Appointment details are now viewable by clicking the new “i” icon to the right of the Pet name
• Fixed the color not changing for boarding checkouts.

• We have added a new “Unread” filter option
• We have added icons at the top of the message section where it displays the available options to send the message (App/Email/SMS). These options are based on your system preferences and what the Pet Owner actually has available in their profile so that you know how the message can be sent.

• We have simplified and improved the way we display the tax amount on invoices moving forward for better formatting and clarity of the invoice
• We have modified the page format for Quick Checkout to enable quick scanning of retail items.
• We have resolved reported issues related to invoices.

• No Show/Canceled Fees : Displays the fees collected for No Shows and Canceled appointments for a selected date range.
• New Customers Report (Pet Owners) : Displays new customers details for a selected date range.
• Service Fee Report : Displays the service fees collected by the invoice for a selected date range.

• No Show & Canceled Appointments : We added a Service Category and Service Filter for more granular reporting.
• Immunization Status : We have added a filter for appointment status - All, Checked in, Confirmed and Checked out.
• Pet Owner Details and Membership Report : Pet Breed, Age and Birthday has been added.
• Sales Report : "Non Revenue" will show E-gift, Service Fee & Tips
• We have added No Show and Canceled fees to the following reports :
  • Invoice Register
  • Invoice Register - Accrual
  • Sales Report
  • Daily Transaction Report

• When creating a new appointment in the portal, an alert will now populate if you are trying to book an appointment for an animal that already has an existing appointment for the same day and service.
• The "Assign" for Lodging and Capacity based services in the Visual Map now includes additional options for users to filter the results by availability, with choices for Show Only Available, Show Only Partially Available, and Show All Available.

• The action buttons have been moved to the left side of each appointment to provide easier access to them and eliminate the need to scroll right to get to them.
• There is a new “Summary View” toggle that provides a condensed list view for each tab that can also be easily printed.
• You can now check in pets from Arriving Today and check out pets from my On My Way.
• A new column has been added for Add-ons that displays the details for any add-on services, including times and assignments.
• There are two new options that have been added to the quick filters for all tabs: Checked In Today and Checking Out Today.