Frequently Asked Questions

Why HappyGoMobile?

Nobody can help you manage your business and connect with pet owners like HappyGoMobile!

Manage a website, promote on social, schedule, get paid and most importantly enjoy being busy.

Schedule appointments online and get paid any time of day from anywhere.

Designed for pet care professionals! We are not another generic booking site.

Our pet care providers spend less time on paperwork, freeing them up to do what they love, including growing their business.

Get paid faster by accepting credit cards.

Organize your schedule, clients, pets, services and more in one place. Access it from any place.

Run your business with confidence.

Works on Macs, PCs, tablets and mobile devices.

Scheduling

What can be scheduled?

Our custom scheduling system is built to support any kind of event.

Custom booking forms (per service category) allow you to manage your clients' booking experience according to your business needs.

Make events like classes and other group events publicly listed so clients could join.

Turn an event into a repeating event with daily, weekly and bi-weekly repeating settings.

Setup limits by managing maximum number of clients and pets for services and events.

Is a daily agenda supported? How can it be viewed?

Yes, a daily agenda is sent to your email inbox early in the morning. Workers and clients can also Sign in to view their agenda, schedule and to update appointments they are checked in to.

Can I add more than one client to appointments?

Yes, define client and pet limits per service or configure capacity when creating or updating an event.

Can I add more than one service/product to an appointment?

Yes, update an appointment at any time to modify which services and products are part of it.

When a pet owner makes an appointment request, is the appointment scheduled automatically?

Appointment may be accepted by the manager as it was requested or with some changes (like assigning a worker). The manager also has the option to Propose Changes, in which case the pet owner will either Accept or propose changes of their own. This flow is performed electronically via HappyGoMobile.

What if a worker cancels and I wish to delegate their appointment to another?

Delegation is performed by updating the appointment(s) and assigning to another worker.

Can vaccinations be monitored for expiry?

Yes. 30 days prior to vaccination expiry, an email notification will be automatically sent.

Services, Products and Packages

How can my clients find out what I offer?

Your existing and prospective clients can visit your website at yourcompanyname.ezbz.ca to view, book and join events.

What can I sell using HappyGoMobile?

We support event-based and stand-alone services, products and packages.

I like to group the services I offer into Grooming and Boarding categories, can you support this?

Yes. You can add as many Service categories as you need, each with its own list of services and custom booking form.

I offer packages that include services and products, can your system accommodate?

A package may have one or multiple products and a number of times the package can be used.

A pet owner may purchase a package if credit card payments are accepted. Otherwise the manager will create an Invoice for the client and mark it as Paid.

For example, a pet owner buys a package of 10 Grooming Sessions. When booking, user will see list of available packages remaining.

Clients

How many clients and pets can I store?

As many as you need.

What information about clients and pets can I store?

You decide. We offer an easy to use Custom Forms engine for Clients and Pets with many useful field types and privacy settings.

Do pet owners / clients have access to their own schedule, invoices, historical and personal information?

Yes, through the branded client portal.

Can I have my clients use this service with little hassle?

Yes, you can set everything up on their behalf except for credit card information. Once a client pays for their first invoice, the credit card will automatically be accessible in the future.

What is the minimum amount of information to store a client record.

A first name is all that is required. The rest is optional. Entering an email address will allow you to interact with your customer via HappyGoMobile.

How do I add customers?

You can invite them and they will get an email with a link to the Client form.

You can fill out the Client form on their behalf.
You should invite them to create a password so they can log in and get access to more features like requesting appointments.

Onboarding

How easy is it to setup my business with existing business data?

The time spent is minimal, and the cost is usually free. We will guide you through the process. Please do reach out to your HappyGoMobile account manager for support.

Who do I contact for technical support?

Access the Contact page, and select "Support" under the pull-down subject line. This will connect you with the escalation team and kick off direct correspondence.

Most of the time we get back to you immediately or within an hour. We will use email and may connect over the phone for a speedy response.

Who do I contact for concerns, questions, client care and escalations?

Your account manager is your single point of contact. You can also use the Contact Us form on happygomobile.com.

Can I setup "register" and/or "log in" buttons that would redirect my pet owners to your website?

Yes, our branding feature generates the appropriate link to be made into a button on your website. Clicking the button a pet owner would be redirected to a branded portal that is powered by HappyGoMobile.

What is a Custom Form?

We created an easy to use form builder to add and manage custom fields.

You can customize what information you collect on Clients and Pets. You can also setup custom fields for the Booking form per Service Category.

You can add, remove and edit fields unique to your business needs and wants.
You decide who can see a particular field and which fields are mandatory.
Use it to run your distinct business processes in the cloud. A visual drag and drop interface is easy to use. Access it through Settings, Forms any time.

What pet care providers can benefit?

This pet care software (online app) is for any business that needs to manage the day to day and take care of clients and their pets. It is for pet sitters, dog trainers, dog walkers, dog runners, day care, pet boarding, and groomers. Custom forms means you can also manage any type of animal clients including critters, fish, sheep or horses.

What happens after the free trial is over?

Your workers and clients will not be able to login to HappyGoMobile.com until you subscribe.

Once the trial is over, signing in will automatically take you to the account management page, where you can subscribe.

Since we give full access during the free trial, once subscribed, you do not lose nor gain any data, features and settings.

Payment

Does the credit card transaction fee vary by credit card company?

No. We know why you are asking... some of the 'premium benefits' credit cards my charge over 4% and close to 5%.
With our payments processor, the fee is fixed across all credit card types supported including MasterCard, VISA, and AMEX.

The fee varies by country, the fee in the United States and Canada it is 2.9% + 0.50 and in the United Kingdom and EU it is 1.4% + 0.40 for EU cards.

Where is credit card information stored?

Credit card data is not processed nor stored by HappyGoMobile. Payment processing is managed by Stripe, our payment infrastructure provider. See www.Stripe.com for more details.

Can you pass credit card transaction fees to the client automatically?

Yes, some of our clients choose to pass transaction fees to their customers so they get paid the amount they expect.

This is an optional feature of the HappyGoMobile service and can be used in most state and some regions internationally.

Please review your locally applicable regulations to determine whether you can charge a convenience fee to pass the transaction fee on-to the paying party.

Invoicing

How do I invoice clients?

When an invoice is created, all appointments for a client that have not been billed are added automatically.
You can specify a time range for the system to find unbilled appointments for a client.

You also have the option to create an invoice without a client.

When adding or updating an invoice you can easily add your products, services and packages.

Can I auto-charge my customers when creating invoices?

Yes! Significantly reduce the time and effort you spend on invoicing and getting paid.

Pet owner's card is added to the system once they pay for an invoice. Clients may also add a card by going to My Account, Payment Settings. When adding the credit card, pet owner has the option to allow pet care provider to charge the card (on by default).

Pet care provider can enable auto-charging of invoices as soon as they are created, or charge invoices by clicking 'Pay' after an invoice is issued.

This significantly speeds up payment processing.

Can I undo a PAID invoice?

If an invoice was paid for by a credit card, you can refund it from the Invoice page.

If an invoice was marked as Paid by you, you can Refund it or mark it as Unpaid.

You have the option of cancelling an invoice. Cancelling an invoice will gray out the invoice, it will remain on the Invoices list for reference purposes. The cancelled Invoice will not count towards Received and Outstanding amounts.

In general invoices can be deleted, canceld, marked as paid, unpaid, uncollectable, copied, shared and downloaded as PDFs.

If the canceled or deleted Invoice was for past appointment(s), the system will show this client as owing a balance for those appointments next time an invoice is created.

More

Is mobile supported?

Yes, HappyGoMobile is mobile-focused and is accessible from any mobile device, tablet or full size computers.

How reliable is the service?

HappyGoMobile uses the same platform as the world's most popular web services, powered by Google cloud infrastructure. We operate 24x7, 365 days a year, world wide. Google gives us a 99.95% service guarantee.

What is the data backup process?

Data is automatically backed up daily. Data is secured in transit (while it is being transmitted) and at rest (while it is being stored).