Service profile

Overview:

Service Profiles allow you to create structured headings and fields to capture staple information related to a pet’s booked service (such as grooming, training, daycare, or lodging). This information is visible during check-in, on the pet profile, and within the Advanced Staffing Calendar.

Service Profile information can be viewed in the following areas:

1. Check-in screen
2. Advanced Staffing Calendar
3. Pet Profile under the Notes section
4. Run card information

Creating a Service Profile:

1. Navigate to Settings > Operations > Service profile

2. Click on Add Service Profile

3. Enter a Service Profile Name, select a Service Category from the list and choose the Services to include. Click Add to save the new profile 

Please note: You can enable the toggle Print Service Profile in ToDo and prompt the service note during check-in if needed

Adding Fields Under a Service Profile:

1. Click Add Field

2. Input a field name and click Add to save

For more information on assigning a Service Profile to a pet from the Pet Profile, please refer to this article: Assigning a Service Profile to a Pet (From the Pet Profile)

For more information on assigning a Service Profile to a pet from the calendar, please refer to this article: Assigning a Service Profile to a Pet (From the Calendar):