← Back to Compass
Help & Guide
Compass is your floor tool — the morning huddle plus every pet's card. This page teaches you the whole thing, no one standing over you.
What this is: Compass is the staff tool you use every shift — two screens: the morning Hub (count, who's on, the note, clock in/out) and the Day Board (every pet's card, step by step). It lives on the floor tablet. This guide shows what every button does and what's needed from you.
🧭

What is Compass?

Your floor tool — the morning huddle, and every pet's card through the day.

Hub — your morning 17 Dogs today Who's on • the note Clock in / out Day Board — each pet 🐩 Bella — Full Groom In bath • Julia Check In Bath Groom Done Pickup
More — the two screens

One tool, two screens.

  • The Hub is your entrance each morning — today's dog count, who's working, the day's note, and your clock in/out. It replaces the morning text.
  • The Day Board is the working screen all day — one card per pet, walked from check-in to pickup.

It lives on the floor tablet. No money moves in Compass — it's the floor tool, not the register.

☀️

Your morning in 3 taps

Log in, read the count + who's on, check the note. That's the huddle.

🔑1. Log inname + password 172. The count+ who's on today 📌3. The notetoday's heads-up Post aToday's Update
More — count, note & updates
  • The dog count is automatic from the booked pets. An admin can type a manual number with Set count, or tap Use auto to go back to automatic.
  • Today's note is the day's message for everyone — admins post it and it replaces yesterday's.
  • Today's Update is for anyone — a heads-up, a swap, a "we're low on shampoo." Type it, tap Post.
⏱️

Clock in / out

Tap in when you start, break when you step away, out when you finish.

Clock In Break Clock Out
More — breaks, fixing a punch, payroll
  • Start Break / End Break mark an unpaid break — tap as you step away and when you're back.
  • Forgot a punch? Use Fix a punch — pick the entry, set the right time, and give a reason (a reason is required; it records who fixed it).
  • Admins can Export the pay period (CSV) at the end of a pay period — pick the dates and person, then Download.
📅

Who's on today / the schedule

See everyone on shift and their hours. Admins can edit a shift.

Who's on today Julia8am – 4pm Des9am – 3pm
More — editing shifts (admin)

Who's On Today is read-only for everyone — just glance at who's working and when.

Admins (Linda / Elias) can tap a schedule cell to Edit shift — type the hours (e.g. "8am-3pm") and Save.

🐾

A pet's card, top to bottom

Everything for one pet in one card — package, notes, photos, history.

🐩 Bella · Goldendoodle Full Groom · $95 · Confirm ✓ Notes (auto-save, shared)Front desk · Bather · Groomer 📷 Photos 🕘 Pet history ✓ Add-ons · Bather
More — each zone of the card
  • Package & Price + Confirm — check the package and price are right, then tap Confirm to lock it.
  • Notes (3 fields) — Front Desk, Bather, Groomer. They auto-save and everyone sees them.
  • Photos — add Before / After / Fun photos for the pet's parents; the × deletes one.
  • Pet history — read what happened on past visits for context.
  • Add-on chips — tap an add-on green when it's finished. Bather dropdown — pick who bathed this pet (credits them).
➡️

The status flow

Walk each pet left to right. One tap per step. Mis-tap? Undo.

Check Infront desk Bathbather Groomgroomer Doneready Picked Upfront desk ← undo last tap
More — who taps what + undo
  • Check In — front desk, when the pet arrives.
  • Start Bath / Bath Done — the bather, at start and finish (Bath Done notifies the groomer).
  • Start Groom / Groom Done — the groomer, at start and finish.
  • Confirm Done — marks the pet ready for pickup.
  • Picked Up — front desk, when the parent collects.
  • ← undo last tap — reverses your last status change if you mis-tapped.
📝

Notes — who sees what

Three shared note fields. Type and they save themselves.

Front Deskarrival notes Bathercoat / behavior Groomercut / finish
More — auto-save & what's coming

Type into any field — it saves automatically and everyone on the floor sees it.

Coming next version: notes split into client-facing vs internal, with separate Groomer / Bather instruction boxes and a read-only Last-Visit box. This guide updates when that ships.

💡

Why we capture this

Your taps = fair credit for you + a better day for the pet's parents.

Your taps Fair credit & commission Photos for parents Happy shopthat grows
More — what it does for you & the shop
  • For you: the bather you pick and the add-ons you tick credit the right person — that's fair commission and a record of your work.
  • For parents: photos and good notes mean a great hand-off and loyal customers.
  • For the shop: accurate timing and capture means correct pricing and a business that keeps everyone earning.

Need help on a screen?

The little "?" dots explain a section. The legend below lists them all.

Watch the walkthrough
A short screen-recording of Compass from log-in to pickup.
Video — coming soon
More — how the "?" dots work

Each section of Compass has one small ? dot in its top corner. Tap it and a one-line tip appears. The dots stay quiet so they don't clutter the screen — the words live in the legend right here.

On a tablet: tap the dot. On a computer: hover or tap.

🔑

The "?" legend

Every "?" dot and what it tells you — Hub first, then the Day Board.

Hub (your morning)

?SectionWhat the tip says
?Log in / outSign in with your first name + password; sign out on a shared screen.
?Dog countToday's number. Admins can type a manual count or go back to auto.
?Today's noteAdmins post the day's message (it replaces yesterday's).
?Today's UpdateAnyone can share a heads-up for the day.
?Clock cardTap In to start, Break when you step away, Out when you finish.
?Fix a punchForgot a punch? Fix the time here — a reason is required.
?Schedule gridWho's on today. Admins can edit a shift's hours.

Day Board (each pet)

?SectionWhat the tip says
?Views & filtersSwitch Welcome / Day / List, filter to your name, move between days.
?Capacity / weekThis day's and this week's load; admins set how many fit.
?Status rowWalk the pet left to right; ← undoes your last tap.
?Package & priceCheck it's right, tap Confirm to lock it.
?NotesThree fields, auto-save, everyone sees them.
?Add-ons / batherTick add-ons when done; pick who bathed the pet.
?PhotosAdd Before / After / Fun photos for the parents.
?Pet historyWhat happened on past visits.
?MyTime linkOpens MyTime in a new tab — log in there yourself.
📖

Every button — full reference

What each control does and who can use it. Anyone Admin only

Hub — your morning

Log in
Signs you into Compass for the day — first name + password.
Anyone
Log out
Ends your session on this device — tap when you leave a shared screen.
Anyone
Set count
Manually sets today's dog count for the team — type the number, tap Set.
Admin
Use auto
Drops the manual number and uses the automatic count from the day board.
Admin
Post note
Posts the day's note for the team (replaces yesterday's).
Admin
Today's Update
Anyone posts a heads-up / swap / supply note for the day.
Anyone
Clock In
Starts your work time — tap when you start.
Anyone
Clock Out
Ends your work time — tap when you finish.
Anyone
Start Break
Starts an unpaid break — tap as you step away.
Anyone
End Break
Ends the break and resumes work — tap when you're back.
Anyone
Fix a punch
Edits or voids a clock entry; records who fixed it + a required reason.
Anyone
Export pay period (CSV)
Opens the payroll export — pick dates & person, then Download.
Admin
Edit shift
Edits one schedule cell (e.g. "8am-3pm") — type the hours, Save.
Admin
Who's On Today
Read-only — shows everyone on shift and their start–end times.
Anyone

Day Board — each pet

Welcome Board
Front-desk arrivals view — who's coming in.
Anyone
Day Board
The working pet-card view — every pet today.
Anyone
Staff / Master view
Toggles the staff layout vs the owner master table.
Admin
Role filter
Filters cards to one person — tap your name to see your dogs.
Anyone
Day scrub ← / → / Today
Moves between days; Today jumps back; Calendar = grid.
Anyone
Capacity edit
Sets per-person bath/groom capacity (defaults or this-day-only).
Admin
Presence pills
Tap who's covering the front desk / kennel today.
Anyone
Week-at-a-Glance
This week's booked-vs-capacity load.
Anyone
Lifecycle pills
Filter by stage (Expected / Checked-In / Going-Home); numbers = counts.
Anyone
Check In
Marks a pet arrived — front desk taps on arrival.
Anyone
Start Bath
Starts the bath + the bath timer — bather taps at start.
Anyone
Bath Done
Ends the bath and notifies the groomer.
Anyone
Start Groom
Starts the groom + the groom timer — groomer taps at start.
Anyone
Groom Done
Ends the groom — groomer taps when done.
Anyone
Glamour ✓
Confirms the pet was blow-dried and received a bow/bandana — groomer taps after finishing.
Anyone
Confirm Done
Marks the pet ready for pickup — unlocks only when all 6 progress steps are complete (checked in, bath done, notes, photo, glamoured, price confirmed).
Anyone
Picked Up
Closes the visit when the parent collects.
Anyone
← undo last tap
Reverses your last status change if you mis-tapped.
Anyone
Add-on chips
Tap an add-on green ✓ when it's finished.
Anyone
Bather dropdown
Assigns/credits the bather for this pet. Appears alongside Blade selector.
Anyone
Blade selector
Choose follow / #5 / #7 / #10. Selecting #5, #7, or #10 requires the bather to check the Pre-shave confirmed box before the groom starts.
Anyone
Package & Price + OK?
Shows package/price; tap OK? to confirm and lock it.
Anyone
Adj $ / Hand $ / Demat $
Adjustment, handling fee, and dematting fee — appear inline next to the base price. Leave blank if not applicable.
Anyone
Bather ★ rating
Groomer rates the bather's work (1–5 stars) after service. Impacts future tip-share calculation.
Anyone
FD / Mgr ★ rating
Front desk or Linda rates the overall service visit (1–5 stars).
Anyone
Auto-score 🤖
System-calculated score based on timing, notes, and photos. Read-only — hover/tap to see the reason.
Anyone
Check Out
Tap when the parent arrives to collect — records the checkout time.
Anyone
Mark Paid
Tap after the parent pays — records payment time. If checked out but not paid, a red flag appears for Linda.
Anyone
Notes (FD / Bather / Groomer)
Three shared fields that auto-save; everyone sees them.
Anyone
Photo upload
Adds Before / After / Fun photos for parents; × deletes one.
Anyone
Pet history
Shows notes from past visits for context.
Anyone
MyTime quick-link
Opens MyTime in a new tab (no auto-login — log in there yourself).
Anyone
Heads up: the MyTime button opens MyTime in a separate browser tab — it does not log you in. Sign in on MyTime yourself. No payments or card actions happen in Compass — it's the floor tool.