Barclo platform guide

0

Quick start

From sign-up to first booking in 10 minutes.

1

Getting started

Sign up, understand the dashboard, and find your way around.

2

Business settings

Logo, contact details, address and the basics that appear on every invoice.

3

Working hours

Tell Barclo when you're open, and when you're closed.

4

Payments

Bank details, Stripe, VAT and how invoices get raised.

5

Policies

Cancellation, vaccinations and your terms, shown to clients at booking.

6

Subscription & referrals

Trial, billing, cancelling, and earning months free.

7

Services

The things you sell. Walks, grooming, daycare, boarding, training.

8

Walk slots

Recurring group walks with capacity, the dog-walker's timetable.

9

Team members

Add staff and choose who delivers which services.

10

Clients

Your customer database. Profiles, contact details and notes.

11

Pets & vaccinations

Health, behaviour, vet details and vaccination records.

12

Bookings

Create one-off and recurring bookings; manage their lifecycle.

13

Invoices & payments

Bill clients, take payments and track who owes what.

17

Calendar & daily workflow

Day, week and month views, where everything comes together.

16

Messaging

In-app messaging tied to each client and booking.

14

Client booking portal

Let clients book themselves 24/7 through your booking page.

15

Public profile

A shareable mini-site for your business.

18

Importing & exporting data

Move data in and out. Clients, pets, bookings and invoices.

19

Reports

Revenue, outstanding invoices and booking activity at a glance.