Overview

The Visual Map allows you to create a digital map that mirrors your physical kennel, play yard, grooming, and/or training setup at the facility. The Visual Map displays when 

TABLE OF CONTENTS

• Overview
• Applicable business types
• Requirements
• Portal Path
• How to Create an Area?
• How to Add Units (Runs/Spaces)?
  • How to add a Public Unit?
  • How to add an Unavailable Unit?
  • How to add an Internal Unit?
• How to Edit / Bulk Update Units?
• How to Delete Areas / Units?
• More Information

Applicable business types

Boarding, Daycare, Grooming (Optional)

Requirements

Before configuring or managing a Visual Map, ensure that:

• The business and location are already created in the Business Portal.
• The service categories needs to exist.

Portal Path

• When creating or editing an appointment
• Settings > Business Setup > Visual Map

How to Create an Area?

Areas are the physical spaces where many units (runs) can exist. For example, if you have runs in an East Wing and a West Wing, you might wish to add two areas to show that the wings are physically separate spaces. You can also separate areas by service type, such as a Dog Boarding area and a Cat Boarding area. Keep in mind that when booking an appointment, staff will need to select the area and then the run.

1. Navigate to Settings > Business Setup > Visual Map.

2. To add a new area, click Add Area.

3. Enter the name of the area, such as Overnight Boarding, then click Add.

4. Verify the area now displays as expected. To add an additional area, click Add Area again.

5. Enter the name of the area, such as Kitty Suites, then click Add.

6. Verify the area now displays as expected. Once you have added all your areas, you can drag and drop to customize the display order by clicking on the area names in the top left. The most commonly used area should be the first one listed.

How to Add Units (Runs/Spaces)?

Units are the physical runs where you place a dog or dogs. For boarding, many businesses have different units that cost more than the standard unit, depending on their size and quality. We advise making different services for those deluxe units. For example, you may have two services called Boarding (Standard Run) and Boarding (Deluxe Suite). The units section of the visual map is where you can assign each of those services to the correct physical run.

This video explains how to Add Units for the services.

1. Settings

Navigate to Settings > Business Setup > Visual Map.

2. Select the Area

Select the area where you wish to add units (runs).

3. How to Add Unit?

Click Add Unit.

4. Unit Availability

When adding units to a Visual Map for a Boarding service, each unit can be configured as Public, Unavailable or Internal. These unit types help the business control whether a boarding space is available for regular use, temporarily blocked or reserved for internal staff operations. In the Add Unit popup, Select the unit availability as Public or Unavailable or Internal.

5. How to add a Public Unit?

Public Unit is a Standard bookable unit which is visible to pet owners. Enter the name of the public unit (such as Standard Suite).

6. Description

Optionally enter a description.

7. Service Category

In the Services Category dropdown, select which service category is associated with these units.

8. Eligible Services

Select all the applicable services.

9. Max pets and weight per unit

Set the Maximum pets per unit and Maximum weight of pets per unit. For example, maybe your standard runs can only fit comfortably 2 pets with a maximum total combined weight of 500. These limitations will prevent pets who exceed this capacity from being placed in these runs via auto-select when booking.

10. Pet pairing rule

Set whether these units should be limited to Same family pets only or Pets from any family are allowed. The most common selection is Same family pets only.

11. Internal unit

Check the box Mark this unit as internal if you want the unit to not be auto-selected or count towards your capacity.

12. Create Units in Bulk

If creating runs in bulk, select How many units total would you like to create? and the starting number. For example, you may wish to create 5 standard suites with a starting number of 1. The starting number will add to whatever you set the unit name as (such as "Standard Suite #1").

13. Visual map display

Select a color for the units, and indicate their width and height. You can also adjust this later by dragging and dropping if you need to indicate some units are larger or smaller.

14. Verify the units

Verify the units added correctly, and drag and drop the units to their appropriate places on the map. Add more public units as Deluxe suites if required.

15. Drag and drop units

Drag and drop units as per the physical allocation plan. Once you have finished dragging and dropping all units to the correct places on your visual map, click Save Layout to save your work.

 ⚠️ Important: If you do not click Save Layout, your changes will be lost!

16. How to add an Unavailable Unit?

An Unavailable unit is a space that normally exists as part of the facility's inventory but should not currently be used for pet accommodation. It is generally used when a unit is temporarily out of service. Choose the duration of unavailability as Immediately or By date range.

17. Unavailable duration - Immediately

Select Immediately when the unit needs to be made unavailable right away.

18. Unavailable duration - By date range

Choose the unavailable duration by date range by providing the start and end date.

19. By date range

20. Unit details

Furnish all the details for the unavailable unit.

21. Review and confirm

Review the unit details and Confirm by clicking on Add unit (unavailable) .

22. Add Unit

Visual map area shows the created unavailable unit. Proceed to click on Add Unit if any more units needs to be added.

23. How to add an Internal Unit?

Choose the internal unit type to categorize the unit for internal use only.

24. Fill the details and confirm

Fill the internal unit details to complete the setup process and click on Add internal unit to confirm.

25. Save Layout Changes

Visual map area shows the internal unit created. Remember to save the layout changes to apply all updates.

How to Edit / Bulk Update Units?

1. Navigate to Settings > Business Setup > Visual Map.

2. Select the area where you wish to edit units (runs).

3. To make an edit to a single run, hover over the unit in question and then click the Edit pencil icon.

4. Make changes to your unit as needed, then click Update.

5. To make bulk updates to all units in the area, click Bulk Update.

6. Make changes to all units as needed, then click Update. 

⚠️ Important: this will update all units in the area to have these settings.

7. Once you have finished dragging and dropping all units to the correct places on your visual map, click Save Layout to save your work.

⚠️ Important: If you do not click Save Layout, your changes will be lost! 

8. View of saved layout after bulk update.

How to Delete Areas / Units?

1. Navigate to Settings > Business Setup > Visual Map.

2. Select the area where you wish to delete units (runs) or delete the entire area.

3. To delete a specific run, hover over the unit in question and then click the Edit pencil icon.

4. On the Edit Run popup, click Delete. Then type "DELETE" and click Yes, delete this run.

⚠️ Important: Deleting a run is permanent and will cause issues if any pets are booked in that run! Please reschedule pets into a different run before removing the run, or consider deactivating the run instead. 

5. To delete the entire area and all runs in it, click Delete Area. Then type "DELETE" and click Yes, delete this run.

⚠️ Important: Deleting an area and all runs within is permanent and will cause issues if any pets are booked in those runs! Please reschedule pets into different runs before removing the run, or consider deactivating the runs instead. 

More Information

For more information on creating service types, please refer to this article: Create Lodging-Based Services (Boarding)

For more information on daycare playgroups, please refer to this article: Managing Playgroup Areas