RunLoyal – Advanced Staff Calendar (ASC)

Filters, Navigation, Staff Hours, Appointments, and Pet Details

Filters in ASC for Easy Viewing of Appointments:

1. Navigate to the Advanced Staff Calendar from the left-side menu.

2. Change Location – Switch between locations to view appointments at other branches.

3. Filter for Today – Use the Today filter to jump to the current day.

4. Show Waitlist Appointments – Toggle Show Waitlist to display unapproved/waitlisted bookings.

5. Go to Date – Navigate directly to a specific day.

6. View Selector – Choose from:

   • Default

   • Detailed

   • Summary

7. Switch View Mode – Change to Day, Week, or Month view.

8. Print – Click the print icon to print the view.

Navigation (2 Steps)

9. Daily Navigation – Use Previous Day and Next Day buttons to move day by day.

10. Weekly/Monthly Navigation – In Week or Month view, use navigation arrows to move between weeks or months.

Manage Hours for Staff (6 Steps)

11. Manage Staff Hours – Click the calendar icon next to the staff’s name.

12. Add Working Hours – Specify start and end times.

13. Block Hours – Add blocked times (e.g., Staff Meeting, PTO, Lunch).

14. Apply Changes – Apply for current or future weeks; notify staff if needed.

15. Save Changes – Click Save.

16. View Updates – Updated hours and blocks appear in the calendar.

Drag & Drop Appointments (3 Steps)

17. Move Appointment – Drag and drop to another staff member or time slot.

18. Confirm Move – Click Confirm to save.

19. Updated Appointment – Changes reflect immediately.

Creating New Appointments from Staff Calendar (2 Steps)

20. Add Appointment – Click the Add Appointment icon.

21. Select Options – Click within staff working hours to choose:

• Add a Single-Service Appointment

• Add a Multiple-Service Appointment

• Manage Working & Block Hours

• Single-Service Appointments: Only staff-based services allowed.

• Multiple-Service Appointments: Combine services, even if not staff-based.

Adding a Single-Service Appointment (4 Steps)

22. Search Pet/Owner – Enter name and select from list.

23. Choose Service & Date – Select service and start date.

24. Add Appointment – Click Add Appointment.

25. View Appointment – Appears on the calendar.

Adding a Multiple-Service Appointment (3 Steps)

26. Click Add a multiple-service appointment.

27. Select multiple services, dates/times, and assign staff/rooms.

28. View services as per staff’s assignments.

Pet Details (5 Steps)

29. View Appointment Details – Click pet’s appointment.

30. Edit Appointment – Reassign staff, adjust details.

31. Pet Information – Displays Name, Weight, Age, Owner Info.

32. View Report/Run Card – Review service activities and care details.

33. Check-In / Check-Out – Manage arrivals and departures.

Appointment Details (8 Steps)

34. Copy/Create Appointments – Duplicate, create recurring, cancel, or mark No Show.

35. Mark as No Show – Select appointment → Mark as No Show.

36. Cancel Appointment – Select appointment → Cancel Appointment.

37. View Invoice Details – Access your invoice with details on Paid, Payable, and Balance.

38. View Service Profiles – Review linked service details.

39. Add Incidents – Log issues/events.

40. Review Past Appointments – Click Previous Appointments.

41. Add Notes – Enter staff notes for collaboration

• Employee Availability
  • Green indicates employee availability.
  • Blocked hours can be added within normal working hours.
  • Notifications are sent to employees for any changes in hours.
• Booking Reservations
  • Single or multiple appointments can be added.
  • New customers can be added easily.
  • Current customers can be selected for booking.
• Service Selection
  • Select pets and services to be delivered.
  • The system warns if employee cannot deliver a specific service.
• Appointment Management
  • Change staff members if needed.
  • Add assistants for services (paid add-on).
  • Open invoices for payments or changes.
• Service Profiles and Notes
  • Create service profiles with notes.
  • Add incidents and view previous appointment notes.
• Pet Profile Management
  • Add tags and notes to pet profiles.
  • Mark appointments as no-show or cancelled.
• Checkout Process
  • Add open invoices to reservations.
  • Apply tips, coupons, gift cards, and manual adjustments.
  • Add non-commissionable services.
• Payment and Deposits
  • Record payments, deposits, and send payment requests.
  • Custom messages for payment requests.
  • Check out pets and send reviews for feedback.
• Review and Feedback
  • Send reviews to Facebook or Google.
  • Utilize paid version for enhanced review options.
  • Reschedule appointments as needed.