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Knowledge base

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Getting started with Pata (3)

About Pata (5)
  • What are Pata's Core features?
  • What is a Marketplace and how does it help me?
  • Where is Pata available?
View all 5
Security (1)
  • How do you store my data?
My Account (6)
  • Create a Pata Account
  • How do I update information on my account?
  • How do I reset my password?
View all 6
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Pet Parent (4)

My Pets (1)
  • How do I manage my pets?
My Appointments (4)
  • How do I view my appointments?
  • How do I reschedule my appointments?
  • How do I cancel my appointments?
View all 4
Deposits (2)
  • Why do I need to pay a Deposit?
  • Is my Deposit refundable?
Cancellations, Complaints, and Refunds (4)
  • How do I make a complaint?
  • How do Refunds work?
  • How long will it take to get my refund?
View all 4
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Pata for Business (18)

Guides and How-tos (1)
  • Optimise Online Booking
Setting up your Pata Partners account (3)
  • Add Business details
  • Categories
  • Address
Managing your Catalogue (3)
  • Adding and managing Categories
  • Adding and managing Services
  • Memberships
Managing your Team (4)
  • How do I view Team Members?
  • How do I add Team Members?
  • How do I update existing Team Members?
View all 4
Managing your Workplaces (3)
  • What are Workplaces and how do I add one?
  • How do I add and edit closed dates?
  • Can I change Workplace details?
Managing your Marketplace Profile (7)
  • How do I list my profile on Marketplace?
  • Can I preview my profile before I list it?
  • How do I update my Marketplace profile?
View all 7
Managing your Clients (4)
  • How do I view existing Clients?
  • How do I add a Client to my Client List?
  • How do I update Client information?
View all 4
Managing your Clients' Pets (2)
  • How do I add a Pet to a Client?
  • How do I manage and update Pets?
Managing your Appointments (12)
  • How do I view my appointments?
  • How do I add new appointments?
  • How do I amend an existing appointment?
View all 12
Payments - PataPay (7)
  • What is PataPay and why should I sign up to it?
  • How do I sign up to PataPay?
  • How are my deposits and cancellations protected?
View all 7
Payments - Pata Card Reader (8)
  • What is the Pata Card Reader?
  • How do I order a Pata Card Reader?
  • Getting started with the Pata Card Reader
View all 8
Notifications (6)
  • How do Notifications work?
  • How do I set up notifications for clients?
  • Will I be notified when a new appointment is made?
View all 6
Managing your Account (3)
  • How do I manage Tax rates?
  • How do I update my account information?
  • How do I change my billing details?
Reporting (1)
  • What reporting is available for appointments?
Sales, Invoicing, & Refunds (7)
  • How do I view Sales?
  • How do I manage Sales?
  • Can I edit past Sales?
View all 7
My Data (1)
  • I haven’t set up a profile, how did you get my business details?
Glossary (1)
  • PataPay
Pata Partners Updates (1)
  • Pata Partners May Update

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