Overview

Pet Owner Requirements settings now allow businesses to control Food & Feeding, Medication Details, Card on File and Medical History independently for the Business Portal and the Pet Owner App/Client Portal. Businesses can choose whether each requirement is Off, Optional or Required separately for each portal.

TABLE OF CONTENTS

• Overview
  • Applicable Users
  • Requirements
  • Basic steps
  • Pet Owner Requirements
• More Information

Applicable Users

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

Requirements

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

Portal Path

• Settings > Business Setup > Service Configuration > Services Category 

Pet Owner Requirements

This article explains configuration of Pet Owner Requirements in Services Category which now allows businesses to control Food & Feeding, Medication Details, Card on File and Medical History independently for the Business Portal and the Pet Owner App/Client Portal

1. Open Service Configuration

Go to Settings > Business Setup > Service Configuration Click the Service Configuration.

2. Add or Edit Services Category

To add or edit a Services Category, click on the Add button or the edit pencil icon next to the existing category.

3. Basic Details

Define the basic details of the Services Category.

4. Booking Rules

Define the businesses booking rules.

5. Pet Owner Requirements

Define the Pet Owner requirements configuration as Off or Optional or Required in the Portal and Branded Mobile Apps.

6. Food & feeding info

Indicate whether the food and feeding information is Off or Optional or Required by making a selection here.

7. Food & feeding info

Select Off to disable this feature from being displayed in the portal or branded mobile apps.

8. Food & feeding info

Select Optional if this feature can be included as an optional feature in PORTAL or branded mobile apps.

9. Food & feeding info

Select Required if this feature must be enforced in the PORTAL or Branded mobile apps.

10. Medication details

Set the medication details as Off or Optional or Required by making a selection here for the Portal and Branded Mobile Apps.

11. Card on file

Set the card on file to Off or Optional or Required by making a selection here for the Portal and Branded Mobile Apps.

12. Medical history for each appointment

Set the medical history for each appointment as Off or Optional or Required by making a selection here for the Portal and Branded Mobile Apps.

More Information

For more information on setting up a Lodging-Based Service Category, please refer to this article: Set Up Lodging-Based Service Category (Boarding).

For more information on setting up a Capacity-Based Service Category, please refer to this article: Set Up Capacity-Based Service Category (Daycare).

For more information on setting up a Staff-Based Service Category, please refer to this article: Set Up Staff-Based Service Category (Grooming, Training)