Overview

Past Appointment Booking allows staff to create appointments for dates that have already passed. Businesses can enable this feature and define a look back window of 1–6 months, allowing teams to accurately record appointments that were missed or entered after the actual visit.

This is useful for recording walk-ins, phone bookings, or appointments entered after the service occurred helping businesses maintain complete and accurate appointment records without relying on manual workarounds.

TABLE OF CONTENTS

• Overview
• Requirements
• Basic Step
• How to book Past Appointment?
• More Information

Applicable Users

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

Requirements

Before using Allow Past-Date Appointment Booking, ensure you:

• Have access to the RunLoyal Business Portal.
• Have permission to access Settings → Operations → Personalization.
• Have permission to create appointments.
• Have Allow Past Date Appointments enabled.
• Have configured a lookback window between 1 and 6 months.
• Have an existing pet owner and pet available for the appointment.
• Have the required service configured and available for booking.
• Know the actual past appointment date and required appointment details.

Basic Step

The feature is OFF by default and can be configured from:

Settings → Operations → Personalization → PORTAL → Allow Past Date Appointments

Once enabled, a Past Appointment option becomes available from the Add Appointment menu. Staff can use the standard appointment booking flow and select a past date within the configured lookback period.

How to book Past Appointment?

This video explains how to enable and create past appointments.

1. Open Personalization Settings

Go to Settings > Operations > Personalization.

2. Portal

Select PORTAL in Personalization setting.

3. Past date Appointment

Enable Past date Appointment and select the lookback window. Set between 1-6 months.

4. Select Past Appointment

Choose Past Appointment from Top Quick Menu of Add Appointment.

5. Choose Pet

6. Make selection

Select the services and the pet.

7. Service Category

Select the Service Category.

8. Service Type

Select Service Type.

9. Start Date

Select Start Date.

10. Select Appointment Time

Select Time.

11. End Date

Select End Date and Select Pickup Time.

12. Assign A Room

13. Confirm

14. Add Appointment and Check In

Add & Check In your pet for the past appointment.

15. Check In Pet

16. Past Appointment Success

Now the past appointment is successfully created for the pet from the current date.

More Information

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