Help / Calendar and appointments
Book a new appointment
Book one pet or several for a household, check the calendar as you go, and use Book anyway or the waitlist when needed.
Who can do this: Owner, Manager and Front desk.
Steps
- On the calendar press New appointment, or click or drag on an empty slot in Day view, or right-click (long-press on a tablet) a free slot and choose New appointment at ... .
- Choose What to book: One appointment, or Several pets for a group visit.
- Under Household type in the search (it starts after 2 characters) and pick the household. If they are new, press New household, fill in Household name, Phone or Email, the optional Address and the pet, then press Create household.
- Under Pets in this visit tick each pet coming. Several pets are groomed one after another, in the order you tick them. Add a pet adds one to the household.
- Pick the Date and a Time from the list of free starts, then the Service and Groomer (First available by default). Tick any add-ons under each pet.
- If the service has offers, Suggest lists them: Add puts an add-on on the pets you picked, Switch changes to the upgraded service.
- Check the message under the form. "Free. The visit runs ..." means you can book. Press Book.
What you will see
- A warning explains what is in the way, for example a busy groomer, or no free bath tub.
- If the only problem is the groomer's hours, an owner or admin sees Book anyway.
- Reopening the form shows "Restored your draft --" with a Discard link.
Common problems
- "That time has already passed. Pick a time from now on."
- Choose a time from now on.
- "A pet marked as passed away cannot be booked."
- Mark the pet active on its record if that was a mistake.
- "Only the owner or an admin can book outside a groomer's hours."
- Ask the owner or an admin, or choose a time in the groomer's hours.
- "That time was just taken. Pick another."
- Another booking got it first. Choose another free time.
- "No times this day." with Next open: <date>
- Pick another day, or use Add to waitlist.
- "Booking needs at least one groomer and one service. Finish the onboarding checklist first."
- Add them in Settings > Team and Settings > Services.
- "<pet> has no size or weight yet, so sized services are hidden and prices are list prices."
- Add the pet's weight on its record.
- "Give a phone number or an email."
- A new household needs one of the two.
Good to know
- Add to waitlist is next to Book; see the waitlist article.