How do I make a reservation for a customer?

Start a booking

1. Click the Reservation button, with the plus sign, in the top bar. From a customer’s or pet’s page, they’re already chosen.
2. In Search or create a customer, type a name, phone number or pet’s name and pick the customer. For someone new, click Create customer, fill in their details and click Save and add pet.
3. Under Select pets for this reservation, click each pet that’s coming, then Continue.
4. Under Select services, tick Boarding, Daycare or Grooming (or more than one), then Continue.

Booked them before? Rebook from previous services and pets copies the booking it lists, starting today. Check the dates and prices before you book.

Boarding and daycare

1. For boarding, pick the Dates. Arriving and Departing can stay Not set, except on hourly rates.
2. For daycare, pick How often (One day, Several days or Repeats), the days, and the Drop-off and Pick-up times. Several days takes up to 30, for daycare on its own. With boarding, pick the Days of the stay instead.
3. Under Assign facilities and rates, tick the room type (Select facility type), the room (Select facility, or At Check In to choose on arrival) and the rate (Select rate). When only one fits, it’s ticked for you. Calendar shows which boarding rooms are free.
4. For separate rooms, untick a pet under Select pets and click Add new group.
5. Click Continue, add extras with Add service on each pet (those on its profile are added for you), then Continue.

Grooming

1. Under Setup grooming services, click Add service on each pet, tick the services and click Apply.
2. Choose the groomer under Assign Staff and set the Date and time. Add extras with Add upgrades.
3. Or open the calendar beside Assign Staff and click a time in a groomer’s column. Find first available fills in the earliest date, time and groomer for every service.
4. Click Next service to move on, Complete on the last one, then Continue.

Check the summary and book

1. Check the charges and Total in the Summary (Total per day or Total per visit for several days or repeats). Click a step’s pencil to change it.
2. Click Book reservation (for several, it says how many, such as Book 5 reservations). If the booking starts today, Book & Check In also checks the pets in.

The booking opens. With Confirm reservations automatically on under Settings › Business › Location details, it’s Confirmed straight away, unless a form must be filled in first. Otherwise it’s Unconfirmed until you click Confirm on it or its Dashboard row.

As soon as you book, customers with an email address get a booking confirmation, unless Booking confirmation is off under Settings › Messages › Customer emails. Several days booked together get one email.

Warnings you might see

• The summary names any pet already booked on those days, with a link. You can still book.
• If a pet’s vaccines don’t cover the stay, the summary shows Can’t check in yet, but you can still book. Enter the vaccine’s new date and click Save, or use Request records.
• Full rooms show in red but can still be picked. A room type with Prevent overbooking on is hidden once it’s full.
• With several days or repeats, the summary flags any day that needs a look. Click Remove or Skip to leave it out.