Petboost Logo
Product Updates

Pro Automations: Get Paid Automatically, Every Time

Introducing Pro Automations: 6 automated workflows that confirm, hold, charge, and complete appointments without you lifting a finger.

Mo AbedMo Abed
20 February 2025Updated 25 January 202612 min read
Pro Automations workflow showing automatic payment and confirmation steps

Quick Answer

Pro Automations is a 6-step automation chain: Auto-Confirm sends booking confirmations, Auto-Hold validates cards 72 hours before, Auto-Start marks appointments in progress, Auto-Complete finishes them on time, Auto-Invoice generates invoices, and Auto-Pay charges saved cards automatically.

The Problem

"I spend more time chasing payments than doing what I love."

Sound familiar? Every pet business owner knows the admin burden:

  • Manually sending booking confirmations
  • Texting reminders one by one
  • Chasing customers for payment
  • Following up on failed cards
  • Reconciling invoices at night

Industry research suggests pet business owners spend 10-20 hours per week on admin tasks that could be automated. That's half a working week. Every week.

The Solution: Pro Automations

Pro Automations is a chain of 6 automated workflows that handle your admin from booking to payment. Once set up, they run in the background, saving you hours every day.

Pro Automations workflow showing automatic booking confirmation, payment holds, and invoicing
Pro Automations workflow showing automatic booking confirmation, payment holds, and invoicing

Here's the automation chain:

StepAutomationWhat It Does
1Auto-ConfirmSends confirmation SMS/email when booking is made
2Auto-HoldValidates card 72 hours before appointment
3Auto-StartMarks appointment as In Progress at start time
4Auto-CompleteCompletes appointment at scheduled end time
5Auto-InvoiceGenerates invoice from appointment details
6Auto-PayCharges saved card and sends receipt

From the moment a customer books to the moment you're paid, automation handles everything.

Who Benefits Most

Business TypePrimary Benefit
Solo groomersReclaim evenings from admin
Growing daycaresScale without adding office staff
Multi-service businessesConsistent processes across service types
High-volume operationsNo manual work as volume increases

Pro Automations is available on Business Pro and Business Max plans.

Key Capabilities

Auto-Confirm: Never Miss a Confirmation

When a customer books, Auto-Confirm immediately sends a confirmation via SMS and email. The message includes:

  • Appointment date and time
  • Service and pet details
  • Your business address
  • Cancellation policy reminder
  • Link to reschedule if needed

No more "Did you get my booking?" questions. Customers know instantly.

Auto-Hold: Validate Cards Before Appointments

This is where payment protection begins. 72 hours before an appointment, Auto-Hold validates the customer's saved card:

  • Checks the card is valid
  • Confirms sufficient funds are available
  • Holds a temporary authorisation (releases if not charged)

If a card fails, you get an alert with time to contact the customer. No more "forgot my wallet" surprises at checkout.

Auto-Start: Track Appointments in Real-Time

When an appointment's scheduled start time arrives, Auto-Start automatically marks it as In Progress. This:

  • Updates your Mission Control view
  • Shows accurate real-time status
  • Triggers any downstream workflows

Your dashboard always reflects reality.

Auto-Complete: Finish on Schedule

At the scheduled end time, Auto-Complete marks the appointment as Completed. This triggers:

  • Invoice generation (Auto-Invoice)
  • Payment processing (Auto-Pay)
  • Customer notification
  • Revenue tracking updates

If you need to adjust the completion time, you can override manually. But for most appointments, auto-complete is perfect.

Auto-Invoice: Zero Manual Data Entry

Auto-Invoice generates invoices automatically from appointment details:

  • Correct service pricing
  • Applied add-ons
  • Package credit deductions
  • GST calculated correctly
  • Professional format ready to send

No typing. No spreadsheets. No errors.

Auto-Pay: Get Paid Without Asking

The final step. Auto-Pay charges the customer's saved card 30 minutes after the appointment is finalised (allowing time for any last-minute adjustments):

  • Charges the invoice total
  • Sends receipt to customer
  • Updates your revenue tracking
  • Marks invoice as paid

Money lands in your account automatically. No awkward payment conversations.

Real-World Impact

Before Pro Automations:

  • Marcus spent 3 hours every evening sending invoices and chasing payments
  • 15% of his grooming customers paid late or required follow-up
  • Sunday nights were dedicated to Monday's reminders

After Pro Automations:

  • Marcus checks his phone in the morning to see payments already processed
  • Late payments dropped to under 2%
  • Sundays are for rest, not admin

Multiply this across hundreds of pet businesses, and the pattern is clear: automation changes everything.

How to Get Started

  1. Go to Settings → Automations in your Petboost dashboard
  2. Enable each automation in the chain (all 6 are independent)
  3. Customise triggers for your business needs
  4. Test with a sample booking to see the chain in action
  5. Review automation history to verify everything is working

Each automation can be toggled on or off independently. Start with Auto-Confirm and Auto-Hold, then add the others as you get comfortable.

The Bottom Line

Pro Automations eliminates the repetitive admin that drains your energy. Confirmations, reminders, holds, invoices, payments: all handled automatically.

Set it up once. Get paid automatically, every time.


Ready to Automate Your Business?

Pro Automations is available on Business Pro and Business Max plans.

Start your free 14-day trial →

Learn more about automations or see how payments work.

Mo Abed

Mo Abed

CTO & Co-Founder

Mo is the technical brain behind Petboost. With a background in enterprise software, he builds the systems that help pet businesses run smoothly.

Ready to try?

See Petboost in action

Join many Australian pet businesses saving 20+ hours every week with intelligent automation.