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Dog Walking Business Spreadsheet for Excel — Help & Setup

Permanent setup, tutorial, compatibility and troubleshooting documentation for the 19-sheet SellerFuture system. Keep this URL bookmarked: the support page can be updated without changing the link printed in your guide.

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Video tutorial & product support

See the complete workflow step by step.

The tutorial covers the workbook structure and intended operating sequence. To reduce unnecessary third-party loading, YouTube is embedded only after you choose to play it.

Permanent support URL: sellerfuture.com/support/pet-sitting-dog-walking-business-operating-system/
Start here

Learn from EXAMPLE. Run your business from CLEAN.

Keep the original download untouched. Review the EXAMPLE workbook first to see how records connect, then save a working copy of the CLEAN workbook for your real business.

SET UP→BUILD→OPERATE→REVIEW
CLEAN vs EXAMPLE

Use each workbook for the job it was designed to do.

CLEAN workbook

Blank operating file for your real business after setup. Keep an untouched backup and work from a saved copy.

EXAMPLE workbook

Filled reference file for learning the intended workflow. Do not turn it into your live file by deleting the sample records.

Setup sequence

Configure the foundations before entering live work.

Back up the originals

Keep untouched copies of both downloaded workbooks before making changes.

Review EXAMPLE first

Inspect TODAY, DASHBOARD, DAILY ROUTE, INVOICE and representative records to understand the flow.

Configure CLEAN in SETUP

Choose reporting year, currency, distance and weight units, then complete business and contact information.

Add clients, then pets

Create the client record first so pet records can connect to the correct owner.

Add services and dated pricing

Build the active service catalog and maintain effective pricing records before creating bookings.

Operate from bookings

Use BOOKINGS as the operational source, then use DAILY ROUTE, VISIT LOG, PAYMENT TRANSACTIONS and FOLLOW-UPS as work progresses.

Review only after source records are current

TODAY, DASHBOARD and REPORTS depend on the records underneath them.

Regional settings: changing currency, distance or weight settings updates labels only. It does not convert values already entered.
Core workflow

One connected operating chain.

Payment and service delivery may occur in either order depending on the booking. RECURRING SCHEDULES plans recurring demand; it does not automatically create operational bookings. DAILY ROUTE plans order, timing and distance; it is not GPS route optimization.

CLIENT→PET→SERVICE→PRICE→BOOKING→ROUTE / VISIT / PAYMENT→FOLLOW-UP
19 connected worksheets

What each part of the system is for.

Get Started 01–02

  • 01 START HERE
    Orientation, editing guide, workflow and capacity notes.
  • 02 SETUP
    Business settings and reusable customizable/system-controlled lists.

Daily Control 03–04

  • 03 TODAY
    Daily command center for active work, upcoming bookings and attention items.
  • 04 DASHBOARD
    Management view of bookings, visits, cash, expenses, clients, pets and follow-ups.

Clients & Pets 05–06

  • 05 CLIENT CRM
    Client profiles, onboarding, access information, activity and balances.
  • 06 PET DATABASE
    Pet profiles, care instructions, health context and status.

Services & Pricing 07–09

  • 07 SERVICES
    Active pet sitting and dog walking service catalog.
  • 08 PRICING HISTORY
    Date-based historical/effective service pricing.
  • 09 PRICING CALCULATOR
    Cost, time and target-price decision support using your own assumptions.

Bookings & Delivery 10–13

  • 10 BOOKINGS
    Operational register linking dates, clients, pets, services, pricing and payment status.
  • 11 RECURRING SCHEDULES
    Planning register for repeating visits and walks; no automatic booking creation.
  • 12 DAILY ROUTE
    Selected-day visit order, timing and distance planning; not GPS optimization.
  • 13 VISIT LOG
    Delivered service, care actions, client updates, incidents and follow-up needs.

Money & Client Statement 14–17

  • 14 INVOICE
    Booking-linked client statement generated from operating records.
  • 15 PAYMENT TRANSACTIONS
    Deposits, payments and refunds linked to bookings.
  • 16 EXPENSES
    Business expense records feeding reporting.
  • 17 MILEAGE
    Business travel records in the selected distance unit.

Follow-Up & Reporting 18–19

  • 18 FOLLOW-UPS
    Booking-linked reminders, care actions, payment and rebooking follow-ups.
  • 19 REPORTS
    Monthly and service-level performance review.
Preconfigured capacity

Structured record space for solo and small pet-care businesses.

Clients & pets

100 clients · 200 pets

Services & pricing

50 services · 100 pricing-history records · 50 pricing-calculator scenarios

Planning

300 bookings · 100 recurring schedules · 50 daily-route stops

Operations

300 payment/refund transactions · 400 visit-log entries

Money & travel

300 expenses · 300 mileage/travel records

Follow-up

300 follow-ups

Structure safety: do not sort, insert or delete preconfigured record rows. Edit or clear data within existing rows to preserve linked IDs and workbook logic.
Compatibility

Microsoft Excel edition.

Supported Excel versions

Designed for Microsoft Excel 2021, Excel 2024 and Microsoft 365 Excel.

Regional-ready settings

USD, GBP, EUR, CAD and AUD currency codes, dd-mmm-yyyy dates and miles/km distance labels.

Other spreadsheet apps

Google Sheets and Apple Numbers compatibility is not claimed. Importing the XLSX files elsewhere may change formulas, dropdowns, validations or formatting.

Troubleshooting

Check the source record before changing the structure.

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 app 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. 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 can follow the local Excel/operating-system locale.

Data safety

Protect the records around the care.

Client, pet, access, health-context and payment-status records can contain sensitive business information. Keep backups before bulk changes and use appropriate device security, 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 and does not guarantee business results.
Support

Use the right support channel.

Product setup or file question

Use this documentation first. If you still need help, contact SellerFuture at support@sellerfuture.com.

Etsy order-specific question

Use Etsy Messages from the purchase/order context so the conversation stays connected to the transaction.

Open the Etsy Listing

Need the system itself?

Review the full product scope, current Etsy offer and real workbook view before checkout.

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