Create an appointment
Book a client in from the calendar, with the right groomer, time, pets and services, once or every few weeks.
Time: 2–5 minutes
Steps
- Go to Calendar
- Tap + New › Appointment. On a phone, tap +.
- Pick the Groomer, the Date and a Time
- Tap Choose client and pick the client, or add a new one
- Pick their pet(s) and tap + Add service for each
- On Review, check the time, groomer and price
- Add a Booking note if the team needs one
- Tap Book now, or Book now & check in if they're here
The client gets a New appointment message.
Pick the time on the calendar
- In step 3, tap Select on calendar
- The calendar opens on that day
- Tap a time in a groomer's column, or drag to place it. On a phone, hold then drag.
- Tap Use this time
Or skip + New: tap Book in a free gap on the calendar.
Book it every few weeks
- On Review, turn on Repeat (under the booking note)
- Set Every (for example 4 weeks) and Ends: after a number of visits, or on a date
- Choose how to tell the client
- Book now becomes Check 6 dates. Tap it.
- Check the dates, then tap Book 6 visits
More in Repeat bookings.
Notes
For several pets or services, check Review carefully before booking.
Troubleshooting
- Can't book → check the client, a pet and at least one service are picked
- Repeat isn't there → it isn't offered for a walk-in without a name, or a saved draft
- Can't see new changes → refresh the page
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