How to Create an Appointment

Modified on Wed, 15 Jan at 5:14 PM

How to create an appointment: 

https://www.loom.com/share/07ddc797302b4e8d86e99223f51da753?sid=ddfab290-0f43-47a7-ac7b-4fca67434d38


  1. Accessing the Appointment System

    • Enter owner name, dog name, or phone number to make an appointment.

    • Use space and subsequent letters to isolate specific names if there are multiple similar names.

    • Sidebar shows pet's previous locations in a multi-location setup.

  2. Booking Appointments

    • If pet is new to the location, add an appointment to include them in that location.

    • Two buttons for making appointments, both lead to the same place for booking a single pet.

    • Options vary based on whether it's the pet's first appointment or subsequent ones.

  3. Lodging Appointment Booking

    • Select services for one or multiple dogs in the same room or different rooms.

    • Choose room assignments, dates, times, and add-ons for each pet.

    • Option to display pricing for staff members if desired.

  4. Additional Services and Assignments

    • Assign rooms, additional services, and staff members as needed.

    • Set up days and times for services with specific requirements like room assignments or staff members.

  5. Completing the Booking

    • Add appointments, view estimates, or proceed to check-in.

    • Collect any required deposits during booking.

    • Tag alerts can be set to pop up at the time of booking for specific notifications.

  6. Multi-Pet Family Appointments

    • Select pets for booking, view their details, including age, weight, and vaccine status.

    • Book different services for each pet in a multi-pet family setup.

  7. Finalizing Appointments

    • Follow the booking process for each pet, ensuring all details are accurate.

    • Auto-assign rooms or manually select room assignments as needed.

    • Complete the booking process by adding the appointments.



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