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
• Requirements
• Basic Flow
• How to View estimate?
• More Information

Requirements

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

Basic Flow

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

How to View estimate?

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

How to View estimate?

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

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

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

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

5. Select Price Adjustments options available if required.

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

7. Make a choice to Create Appointment or Confirm and Pay Deposit.

More Information

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