How to Add Training Appointments Using Special Services or Other Services

How to Add Training Appointments Using Special Services or Other Services

KC Cloud does not currently have a dedicated Training Module, so you will need to choose how you’d like to track training appointments in the system.

You have two main options:

Option 1: Use Special Services

This allows you to create standalone training appointments.

Good for:

Keep in mind:

Special Services do not appear in the Client Portal
Clients cannot book these online
Recurring appointments are not supported
If a class meets weekly for say 3 months, you will need to create each appointment individually (for example, 12 separate appointments)

Please click Here for more information on the Special Services module.

Option 2: Use Other Services (Attached to Boarding or Daycare)

You can create a Training “Other Service” and attach it to a Boarding or Daycare appointment.

Good for:

Keep in mind:

Clients must select Boarding or Daycare to book training
The appointment will not be labeled specifically as “Training”
Reports will show all Other Services together (you cannot filter just training)
The invoice will include a Boarding or Daycare line — do not remove it, but you can zero it out if needed

Please click Here for more information on Other Services.

What’s Easiest?

Resident training: Add it as an Other Service to the boarding stay
One-on-one sessions: Either option works
Long recurring classes: Special Services can be used, but each appointment must be created individually