Help CenterThe Auto Add to Appointment feature helps streamline appointment creation by automatically adding commonly used services to new appointments. This can reduce manual data entry, ensure important services are not overlooked, and help maintain consistency across appointments. It's especially useful for services that are routinely included with a specific module, allowing staff to create appointments more quickly and accurately.
Click here to learn how to setup Other Services.
Click on Setup, System Options, Auto Add to Appointments.
Click on Add New Record>Choose the service and module.
Set Different Services for Different Modules
You can configure auto-add services separately for Boarding, Grooming, Daycare, and Special Services based on your facility's workflow and can add as many as needed.
When making appointments, these services will populate only for the module the service was assigned to.
Quick Tip: Improve Consistency
Automatically adding services helps ensure staff follow the same booking procedures and reduces the chance of forgetting commonly assigned services.
Common Uses for Auto Add to Appointment
- Daily report cards
- Required assessments or evaluations
- Standard enrichment services
- Facility fees
- Commonly selected add-on services
- Services that staff frequently forget to add manually