Overview

The View Estimate feature allows you to review the expected price of an appointment before creating the appointment.

The estimate uses the same pricing rules as the final invoice, including applicable multi-night discounts, holiday and weekend surcharges, breed-based pricing, and taxes.

This provides a more accurate expected total at the time of booking and helps reduce differences between the appointment estimate and the final invoice.

Note: 

The estimate is based on the appointment details and pricing rules available at the time it is generated.

If the dates, pets, services, pricing rules, or other appointment details change, the final amount may also change.

TABLE OF CONTENTS

• Overview
  • Applicable Users
  • Requirements
  • Basic Step
  • How to View estimate?
• More Information

Applicable Users

The following users can access the View estimate:

• Business Owner / Kennel Owner
• General Manager / Location Manager
• Front Desk / Receptionist
• Operations / Service Manager
• Pet Owner / Customer

Requirements

Open your staff portal using Google Chrome. All settings-related updates must be done on a desktop or laptop.

Make sure you have:

• A pet owner selected.
• At least one pet added to the appointment.
• One or more services selected.
• Appointment dates selected.
• Applicable pricing rules configured.
• Applicable tax settings configured.
• Pricing rules defined.

Basic Step

Single Appointment → Select Pet(s) → Select Service(s) → Select Dates → Assign Room -> View Estimate

How to View estimate?

 

This Video explains how to book an appointment and view estimate of the booking prior finalizing the appointment.

1. Add Appointment

Click on the top navigation menu to add an appointment.

2. Select the Appointment Option

Choose the appointment type.

3. Search Pet or Pet Owner

To add a new appointment, search for the pet or pet owner's name, email, and/or phone number above.

4. Enter Client details

Enter the client's details to locate their profile within the system for appointment scheduling.

5. Select Pet for Appointment

Choose the specific pet associated with the client to assign the appointment correctly.

6. Choose Service Category

Select the service category to specify the type of care or service the pet will receive.

7. Select Specific Service Type

Choose the specific service type from the available options to define the appointment details.

8. Pick Appointment Date

Select the date for the appointment to schedule the service on the desired day.

9. Choose Appointment Start Time

Select the start time for the appointment to define when the service will begin.

10. Pick Appointment End Date

Select the end date for the appointment to specify the duration of the service.

11. Choose Appointment End Time

Select the end time to complete the scheduling window for the appointment.

12. Assign a Room

Assign room for the pet.

13. Confirm

Confirm the scheduling action to finalize the appointment details and proceed.

14. Bundled Add-ons

Select bundled add-ons to include in the appointment if necessary.

15. Add-ons

Select the Add-ons if necessary.

16. Loyal Cart Add-ons

Select Loyal Cart Add-ons if necessary.

17. View estimate

Once you have selected all the options for your appointment, you can review the estimate before finalizing your booking.

18. Review Service Summary

Review the summary of services and pets included in the appointment for accuracy.

19. Select Membership Option

Choose the membership option if necessary for boarding to apply membership benefits to the appointment.

20. View the estimates

Access detailed information about the services included in the appointment for review and its estimates.

21. Price Adjustments

Select Price Adjustments options available if required.

22. Review Services Summary

Review the services summary again to ensure all selections are correct before payment.

23. Confirm and Pay Deposit or Create Appointment

Confirm the appointment and pay the required deposit to secure the booking or create appointment.

More Information

For more information on creating and managing appointments, please refer to this article: Creating & Managing Appointments