Help CenterOption 1: Create an Appointment by the "Add" button
By using the "Add" button from the left-hand menu. (Note that depending on your custom menu setup, your button may be in a different place or not there at all.) See option 2 below for other method.
-
From your dashboard or whichever screen you're on, look for the "Add" button on the left-hand menu.
-
Click "Add"
-
Click "New Board Appointment" or whichever module you're adding the appointment for.
-
Search for the client or pet and click the arrows next to the name/s.
-
Click this field to choose an "in-date".
-
Choose your date.
-
Click "Go" to create the appointment.
-
It will now open the appointment booking screen. Be sure to fill out all important details.
-
Click Save to create the appointment.
Add appointment from Client Explorer:
1. From the dashboard or whichever screen you're on, on the left-hand menu, start searching for a client or pet. (Can search by many things including phone numbers)
2. Click the "Search Clients/Pets" field.
3. Search by pet name, client name, phone number and more. The more you type, the more it filters.
4. Locate the client/pets and select the arrow. If multipe pets, select both arrows.
5. Click "Book"
6. Click "Grooming" or whichever module you're booking for.
7. Fill out the appointment details including in-date, in-time and other important information.
8. Click save to create the appointment.