PackPlanner Help Guide

Registration & Setup

PackPlanner is a web app that works on any smartphone, tablet or desktop. To get started:

1. Visit app.packplanner.co.uk and tap Register.
2. Enter your business name, your name, email and a password. You'll need an invite code — contact PackPlanner support if you don't have one.
3. Verify your email address using the link sent to you.
4. Log in and you're ready to go.

Installing the App

PackPlanner is a Progressive Web App (PWA), meaning you can add it to your home screen just like a native app — no App Store needed.

On iPhone / iPad (Safari)

1. Open app.packplanner.co.uk in Safari.
2. Tap the Share button (square with arrow).
3. Scroll down and tap Add to Home Screen.
4. Tap Add. The PackPlanner icon appears on your home screen.

On Android (Chrome)

1. Open app.packplanner.co.uk in Chrome.
2. Tap the three-dot menu.
3. Tap Add to Home screen and confirm.

Calendar

The Calendar is your daily command centre. It shows all scheduled walks and boarding bookings at a glance.

Calendar — boarding view

Week strip

Swipe between weeks using the < and > arrows, or tap Today to jump back to the current date. Dots below each day indicate walks scheduled on that day. The selected day is highlighted green.

Summary cards

At the top you'll see two cards: Today's walks and Walks this month.

Walks vs Boarding toggle

Tap the 🐕 dog icon to view walks, or the 🏠 house icon to view boarding bookings for the selected week.

Day / Week view

Tap Day to see a detailed list of walks for the selected day, or Week for a full week overview.

Staff picker

If you have staff, a dropdown appears in the top-right corner of the header. Switch between Me (your own walks) and a staff member's name to see their assigned walks.

Adding a walk

Tap + Add from the calendar to open the Schedule Walk modal.

Scheduling Walks

Schedule walk (top)

Schedule walk (bottom)

1. Select a Customer from the dropdown.
2. Select one or more Dogs from the customer's registered dogs (tap each to toggle).
3. Choose a Time — either tap an existing walk slot to add the dog to it, or tap + Set a different time to enter a new time.
4. Choose an Activity (walk type) from your price list.
5. Set the Schedule: Recurring for regular weekly walks, or One-off for a single date.
6. For recurring walks, select which days of the week using the day buttons (Mon–Sun), then set a Start date. Optionally set an End date if the schedule has a known finish date.
7. Optionally Assign to staff if another team member will be walking.
8. Add any Notes (e.g. "Keep on lead").
9. Tap Schedule walk.

Marking Walks

On the calendar day view, each walk shows the dog's name, customer, time and walk type. Tap a walk to expand it and see options:

• ✓ Done — marks the walk as completed.
• ↩ Undo — unmarks a completed walk.
• ✕ — cancels the walk. You'll be asked whether it's a free cancellation or a late cancellation (chargeable).
• Edit — opens the edit walk modal to change time, activity, staff assignment or notes.

Edit walk — apply to all future or this walk only

Deleting Walks

Delete recurring walk dialog

Tap the ✕ on a walk card, then the delete dialog appears for recurring walks:

• Cancel this walk only — skips just this occurrence, future dates remain scheduled.
• Delete all future walks — permanently removes the recurring schedule from this date forward. Past completed walks are preserved in reports.

Dog Boarding

If you offer dog boarding, enable it in Settings. Boarding bookings appear on the calendar in their own view (tap the 🏠 icon).

Boarding — past bookings

New boarding booking

Edit boarding — capacity warning

Adding a booking

1. Tap + Add booking from the boarding calendar.
2. Select the customer and which of their dogs are boarding.
3. Set the check-in and check-out dates.
4. Review the calculated price (price per dog per night, with multi-dog discount applied automatically).
5. Add any notes (e.g. medication instructions) and tap Add booking.

Booking tabs

The boarding calendar has three tabs: Upcoming, Past and All. Each booking shows the dogs' names, customer, dates, number of nights and total price.

Managing Customers

Customers list

Customer detail

Add new customer

Adding a customer

1. Tap + Add customer at the top of the Customers tab.
2. Enter their full name and phone number.
3. Optionally set an Owner Login email and password if they'll use the owner portal.
4. Tap Add customer.

Customer detail

Tap any customer to open their profile. From here you can:

• See all their dogs with breed, microchip and walker notes
• Tap 🧾 Invoices to view their full invoice history
• Tap the 💰 icon on a dog to set bespoke pricing
• Tap Edit on a dog to update their details
• Tap + Add dog to register another dog
• Tap Edit details to update the customer's name, email or password

Edit customer details

Sending login details

Once you've set an email and password for a customer, tap Email login details to owner to send them their credentials automatically.

Managing Dogs

Edit dog details

Each dog has a profile with:

Dog Walk Pricing

Per-dog bespoke pricing

Each dog automatically inherits your standard price list. To set a bespoke rate for a specific dog, tap the 💰 icon next to their name in the customer detail.

Dog Walk History

Dog history — Past view

Late cancellation highlighted

Tap a dog's name anywhere on the calendar to open their walk history. The screen shows the last 6 months of walks by default.

Use the ⬅ Past / Future ➡ toggle at the top to switch between:

• Past — last 6 months, most recent first. Shows Scheduled, Completed, Late cancel and Free cancel counts.
• Future — next 6 months, soonest first. Shows upcoming walk count.

Each walk row shows its status: ✓ Done for completed, Late cancel highlighted in red for late cancellations.

Messages

Messages list

Message thread

The Messages tab shows a conversation list with all your customers. Unread messages show a badge on the tab icon.

Tap any customer to open the thread. Messages are delivered in real time — a ● Live indicator shows the connection is active. Type your message and tap Send.

Reports

Walk report — this week

Boarding report — this month

Period selector

Choose from five periods: This week (Mon–today), Last week (Mon–Sun), This month (1st–today), Last month (full month) and YTD (Jan–today).

Walk report

Shows total scheduled walks and a breakdown into five stat cards:

Revenue & detail view

Scroll down to see the Total Revenue card (completed + late cancellations), any unmarked walk value, commission payable to staff, and a full per-walk detail list.

Boarding report

Switch to 🏠 Boarding report to see total bookings, upcoming/completed counts, total nights and revenue for the period.

Email as CSV

Tap Email detailed report as CSV to receive a spreadsheet of all walks for the period at your registered email address.

Invoicing for this period

Tap 🧾 Invoicing for this period to go straight to the invoicing workflow for the currently selected period and report type (walks or boarding).

Invoicing

Invoice list — this week

Invoice detail with send button

Boarding invoice detail

The invoicing screen lists every customer who has completed (but not yet invoiced) walks or boarding bookings in the selected period.

Sending an invoice

1. From Reports, tap 🧾 Invoicing for this period.
2. The list shows each customer with their uninvoiced total. Tap a customer to review the line items.
3. Review the walk dates, dog names, activity and price for each line.
4. Tap 📧 Send invoice to [email] to send a branded invoice email.
5. After sending, a green ✅ Invoice sent! confirmation replaces the button, showing the invoice number and recipient email.

Previous invoice indicator

If a customer has been invoiced before, a small grey prev: INV-00003 pill appears next to their name, and a blue info banner shows on the detail screen. The walks listed are always new and uninvoiced.

Boarding invoices

When you're on the Boarding report and tap Invoicing for this period, the invoicing workflow shows boarding bookings instead. Each row shows check-in to check-out dates, dog names and number of nights.

All Invoices

All Invoices tab

Customer invoice history

The 🧾 Invoices tab in the bottom navigation shows every invoice ever sent from your business.

Summary cards

Two cards at the top show your Outstanding total (amber) and Paid total (green) with invoice counts.

Filter tabs

Filter by All, Unpaid or Paid to find what you need quickly.

Invoice status badges

• 📧 Sent — invoice sent, awaiting payment
• ↩ Reminder — payment reminder has been sent
• ✓ Paid — marked as paid
• 🏠 Boarding — boarding invoice

Invoice detail actions

Tap any invoice to see the full line-item breakdown. From here you can:

• Tap ✓ Mark as paid to record payment (tap again to unmark)
• Tap 📧 Send payment reminder to resend a copy of the invoice with a friendly reminder message — subject line reads "Friendly Reminder: Invoice INV-00001 from [Business]"

Customer invoice history

From the Customers tab, tap a customer card then tap 🧾 Invoices to see all invoices sent to that specific customer. Tap any invoice to view the breakdown and resend if needed.

Business Settings

Business settings

From the Settings tab, the Business Settings section lets you update:

• Business name — appears in the app header and on invoices
• Your name — used in invoice sign-offs
• Login email — your account email
• Password — leave blank to keep the current password

Tap Save changes to apply. The header updates immediately.

Walk Pricing Settings

Walk pricing settings

Define your standard walk types and prices. Each entry has three fields: name, duration (minutes), and price.

Use + Drop-in or + Custom type to quickly add common types, or enter your own. Tap ✕ to remove a type.

Boarding Settings

Boarding settings

Toggle boarding on or off. When enabled, configure:

Managing Staff

Staff management in Settings

Adding a staff member

1. In Settings, scroll to the 👤 Staff section.
2. Enter their name, commission percentage and email address.
3. Tap + Add staff & send login details. A welcome email with login credentials is sent automatically.

Assigning walks to staff

When scheduling or editing a walk, select the staff member from the Assign to staff dropdown. Their walks appear in your calendar when you select their name from the staff picker dropdown in the header.

Commission

The commission percentage is used in Reports to calculate commission payable to each staff member based on completed walks in the period.

Staff Offboarding

When a staff member leaves, use the Offboard button next to their name in Settings to guide you through the process.

Offboarding flow

1. Tap Offboard next to the staff member's name.
2. Review the warning screen and tap Continue — review summary.
3. The summary shows two things:
   • Commission due — a per-walk breakdown of what is owed based on completed walks in the last 6 months
   • Future walks to reassign — a list of upcoming walks currently assigned to them
4. Choose your action:
   • Offboard & return walks to my calendar — deactivates the account and unassigns all future walks back to you
   • Offboard but keep walks assigned — deactivates but leaves walk assignments in place
   • Cancel — go back without making changes

Staff App

Staff members log in at app.packplanner.co.uk using the credentials sent to them when you added them. They see a simplified view showing only walks assigned to them.

Staff can:

• View their assigned walks on a calendar
• Mark walks as completed
• Edit walk times
• Message customers

Staff cannot see other walkers' schedules, customer financial information or your business settings.

Owner Portal

Dog owners can log in using the email and password you set for them in the Customers tab. They access a read-only view showing:

• Their upcoming walk schedule
• Their dogs' profiles
• A messaging thread with you