Check in, move, rebook or cancel an appointment

Steps

1. Click an appointment on the calendar to open its quick view. Its tabs are Overview, Pet, Notes, Household and History.
2. Check in: press Check in when the dog arrives. Undo sits beside the Checked in tag until a pickup message is sent or a checkout exists.
3. No-show: once the start time has passed and the dog is not checked in, press No-show.
4. Move by dragging: in Day view drag a confirmed appointment to a new time or another groomer's column. One that has started cannot be dragged.
5. Move with the form: press Move, choose Date, Time and Groomer, wait for the check, then press Move here. An owner or admin sees Move anyway if only the hours are in the way.
6. Rebook: press Rebook. The household, pets, service, groomer and add-ons are filled in, on the pet's due date or six weeks on. Change anything and press Confirm rebook.
7. Cancel: press Cancel, then Yes, cancel it (Keep it backs out).
8. Ready for pickup: once the dog is checked in, press Ready for pickup to tell the client by text or email (or "No way to reach them -- call <phone>" if they have no consent). The button then reads Told <time>; Undo does not recall a message already sent.

What you will see

• Moving or cancelling can notify the client: if they have email or text consent (and texting is set up for the shop), they receive a changed or cancellation message automatically. Nothing is sent without consent or contact details.
• A same-day online request shows Confirm and Decline instead of Move and Cancel.
• Step to the previous or next appointment with the arrow buttons or arrow keys. Esc or the X closes the quick view.

Common problems

"This appointment has already started."

A started appointment cannot be moved.

"Cancellation window closed <N> minutes before start"

The shop's cancellation window has passed.

"A pet on this appointment is marked as passed away, so it cannot be moved. Cancel it instead."

Cancel the appointment.

"The appointment has not started yet." on No-show

No-show is available only after the start time.

"This client has checked in, so it is not a no-show."

Use Undo beside Checked in first if it was a mistake.

"That time is outside the groomer's hours." or "<name> is booked at <time>."

Choose another time, or First available.

Good to know

• Adding a note from the quick view is not available yet. Add groom notes on the pet record's Groom notes tab.

Related

• Take payment at checkout: card, cash, pay link, split and refund
• Add a client to the waitlist and offer them a slot