Pet Sitting & Dog Walking Business Operating System — Help & Setup

Video Tutorial & Product Support

This is the permanent support destination for the Pet Sitting & Dog Walking Business Operating System. Use this same URL from the PDF guide and its QR code so future tutorial or documentation updates do not require a new download link.

Start Here

Keep the original download untouched. Open the EXAMPLE workbook first to understand how records connect, then save a working copy of the CLEAN workbook for your real business. The intended operating sequence begins in SETUP and moves through clients, pets, services, pricing, bookings, daily route, visit records, payments and review.

CLEAN vs EXAMPLE

Do not turn the EXAMPLE file into your live operating file by deleting sample records. Keep it as a permanent reference and use the CLEAN file for real data.

Setup sequence

1. Save an untouched backup of both original files.
2. Open EXAMPLE and review TODAY, DASHBOARD and representative records.
3. Open CLEAN and configure SETUP before entering live records.
4. Choose the reporting year, currency, distance and weight units, then add business/contact information and the follow-up window.
5. Add clients first, then connect pets to those clients.
6. Create the active service catalog and dated pricing records.
7. Create operational bookings from the linked client, pet, service and price structure.
8. Use DAILY ROUTE, VISIT LOG, PAYMENT TRANSACTIONS and FOLLOW-UPS to keep day-to-day records current.
9. Use TODAY, DASHBOARD and REPORTS after the source records are current enough to interpret.

Customizing dropdown lists safely

In SETUP, yellow lists are customizable and teal lists are system-controlled. Add a new option in the first empty yellow cell and keep active options contiguous.

To remove a customizable option, move the values below it up one row and clear the final duplicate. Do not use Delete Cells → Shift cells up. Do not edit system-controlled teal lists.

Core workflow

Payment and service delivery may occur in either order depending on the booking. RECURRING SCHEDULES is a planning register; it does not automatically create operational bookings. DAILY ROUTE is also a planning tool and is not GPS route optimization.

What the 19 worksheets are for

Preconfigured capacity

The workbook includes preconfigured record space designed for solo and small pet-care businesses:

Compatibility and regional behavior

This edition is designed for Microsoft Excel. Google Sheets and Apple Numbers compatibility is not claimed for this Excel release. Importing the XLSX file into another spreadsheet application may change formulas, dropdowns, validations or formatting.

The workbook supports USD, GBP, EUR, CAD and AUD currency codes, dd-mmm-yyyy dates and miles/km distance labels as designed. Decimal separators and some display behavior can follow the buyer’s Excel or operating-system regional settings.

Troubleshooting

A dropdown needs another option

Add it only to the appropriate yellow customizable list in SETUP, in the first empty yellow cell. Keep active options contiguous and do not modify teal system-controlled lists.

A dropdown appears blank or incomplete

Confirm the source client, pet, service, booking or schedule exists and has not been removed by structural edits. Test in Microsoft Excel rather than assuming another spreadsheet application reproduces the same validation behavior.

A recurring schedule did not create a booking

This is expected. RECURRING SCHEDULES plans recurring demand; confirmed operational bookings are created separately.

The route order was not optimized automatically

This is expected. DAILY ROUTE is a planning register for order, timing and distance; it is not a GPS routing engine.

Dashboard or reports look incomplete

Check the reporting year/month and the underlying bookings, visits, payments, expenses, travel and follow-up records. The management views can only summarize records that have been entered and pass the workbook checks.

Currency, distance, weight or date display looks different

Check SETUP and your Excel regional settings. Changing unit labels does not convert existing values, and decimal separators may follow the local Excel/operating-system locale.

Data safety

Keep backup copies before bulk imports or structural changes. Client, pet, access, health-context and payment-status records can contain sensitive business information. Use appropriate device security, backups, sharing controls and retention practices for your circumstances.

This workbook is an administrative business-management tool. It does not provide legal, accounting, tax, veterinary or financial advice.

Support

For pre-launch documentation questions, use SellerFuture support by email. Order-specific marketplace support will be added only after this product has a live purchase route.