Help CenterThe Special Services module provides a flexible way to set up, schedule, and track stand-alone services such as hydrotherapy, massage therapy, pool time, hiking, dog walks, pet sitting, and cuddle time. After services, categories, commissions, and recurring appointment options are configured, staff can book single or repeating appointments for a pet, assign an employee and duration, review schedules in different views, and generate detailed daily or weekly reports.
Creating your Special Services
Click on File, Lists, Spec Services.
You can set up as many different services as you would like.
Commissions - Click here to get the steps of how to enable commissions.
Category – This is what the Sales report uses to break your revenue down into categories. Each Special Service can have its own category or they can share. These are added in Setup, Inventory, Categories.
Recurring appointments
Recurring appointments are appointments that are booked on a recurring basis, i.e. every 3 days for a month, every Monday for 3 months, and so on. To allow this, click on Setup, System Options, Special Services and click the box to ‘Allow multiple recurring appointments’.
Making appointments
Now you are ready to make appointments. Use the Client Explorer to find the pet. You can search for client name, pet name, client phone number, email address, mailing address.
Once you find the pet, click on their name and click Book and choose Special Services.
Choose the date of the appointment.
Choose the service, Start Time, Employee and Duration if needed.
If this is a recurring appointment, click on Choose Recur Dates.
Recurring dates
This is a quick way to add appointments on a recur basis. You might have services that occur 3 times a week or once a week for 3 months, and so on.
Choose the date range.
Choose what day(s) of the week are needed.
Repeat every X days for X time: This lets you recur the appointment for a set timeline. You can choose to repeat the appointment every 2 days for 3 months, for example.
Additional dates: There may be times when you want to make a recurring set of appointments, but you also need to add an additional date or change one of the recurring dates. In our example, the appointment is to be every Tuesday and Thursday. However, the client can’t come on Tuesday October 6th and instead wants to come on Monday October 5th. To adjust this, uncheck 10/6 and check 10/5.
Hit Confirm to save these recurring dates and Save to save the appointment.
Schedule
Full Day View
You can click on Employees to see appts assigned to each employee.
Compact/Comfortable views
Reports
Click on Reports, Special Services.
There are many reports, including feeding, medications, exercises schedules, and pet warnings.
The Special Services log will give you a list of appointments for the day or week.
This can be printed for all employees (Master List) or a specific employee.
You can print a Daily List or a Weekly list of appts.
You can choose the sort order – Last name, Pet name, Service type, Time
Key Points
• Flexible service setup: Create as many Special Services as needed, assign sales categories for revenue reporting, and configure commissions where applicable.
• Recurring appointments must be enabled: Turn on Allow multiple recurring appointments under Setup > System Options > Special Services.
• Booking starts with the pet record: Locate the pet in Client Explorer, then choose Book > Special Services and enter the date, service, start time, employee, and duration.
• Recurring dates are customizable: Set a date range, choose weekdays or a repeat interval, and add, remove, or substitute individual dates before confirming.
• Multiple schedule views support daily management: Use Full Day, Compact, Comfortable, and employee-specific views to review assigned appointments.
• Reports support operations and planning: The Special Services Log can show daily or weekly appointments for all employees or one employee and can be sorted by client, pet, service, or time.