Navigating the Appointments View

Navigating the Appointments View: https://www.loom.com/share/5079dd5f5aa34287855d8f1c6603c259?sid=161a4c5b-3d15-4c08-8d09-d4d8dc57b0a3

1. Color Coding for Appointments

   • Pink: Overdue for checkout.

   • Orange/Yellow: Overdue for check-in.

   • Green: First-time check-in.
     
     

2. Actions Available for Appointments

   • Check out a pet.

   • Make edits to a reservation.

   • View invoice, send messages, and mark ready for pickup.

   • Copy appointment details.

   • View run card, belongings, and prepare for checkout.

   • Cancel appointments or check-ins.
     
     

3. Cancellation Fees

   • Set up fees for canceled appointments or no-shows.

   • Adjust total fees accordingly.
     
     

4. Additional Features

   • Printing collars, archiving appointments, and viewing report cards.

   • Accessing pet and owner information, adding tags, and setting alerts.

   • Monitoring assigned staff, service details, and financial statuses.
     
     

5. Appointment Status and Options

   • Check-in, check-out, and recurring appointment indicators.

   • Handling feeding, medication, and special requests.

   • Managing waitlists, approvals, and room assignments.
     
     

6. Customization Options

   • Personalizing appointment tab names.

   • Filtering appointments based on specific criteria.

   • Customizing views for pet owners and staff members.