Appointment Cancellation and Adding Deposit to Revenue in RunLoyal

Go to your RunLoyal staff portal on a Google Chrome browser. All settings-related items must be updated while on a desktop or laptop.

Locate the Pet Owner's Page:

• Find the pet owner whose associated appointment you need to cancel and would like to add the deposit as a revenue item.

• Navigate to their dedicated pet owner's page.

Initiate Cancellation and Provide Cancellation Details:

• Click on the overflow menu (three dots) on the associated appointment.

• Select Cancel Appointment from the options.

• Type a clear message explaining the reason for cancellation.

• Check the box Notify pet owner if you want them to receive a notification.

• Click Cancel Appointment to proceed.

  • You may leave the message blank if a notification is not required.

• You will receive a prompt regarding any associated cancellation fee tied to the appointment.

• Click View Invoice to access the invoice associated with the canceled appointment.

  • If no cancellation fee is set up, you can access the invoice via the three-dot menu again.

Add Deposit to Revenue:

• While in the canceled invoice, click on Balance Options.

• Select Add to Revenue.

• Choose the appropriate reason for adding the deposit to revenue (e.g., cancellation, no show, or other).

  • Selecting "Other" requires an associated staff note for auditing/reporting purposes.

• Click Add Revenue to finalize.

• Once added, the invoice will be zeroed out; select Close Invoice to finalize the process.

• Confirm by clicking Mark as Closed.

• Return to the pet owner's page.

  • You should now see that the appointment has been successfully canceled, and the deposit has been correctly added to revenue for reporting purposes.

A step-by-step tutorial with screenshots is included below for guidance: