Book a boarding appointment

Use the boarding appointment screen to book a stay for one pet, or several pets from the same client.

You need permission to add boarding appointments. If you don't see New Board Appointment in the menu, ask your manager to check your access rights.

Start a new appointment

1. Go to Add Appointment > New Board Appointment.
2. In the Make New Appointment window, search by pet, client, phone, or address.
3. Pick the pet (or pets) and click Go.

Tip: You can also right-click a day on the Boarding Calendar and choose New appointment, or use Create Next Appointment from an existing appointment's menu.

Set the dates and run

1. In Appointment Details, set the In : and Out : dates and times.
2. Type your initials in Taken by (initials):.
3. In Run for all, choose a Size : and a Run : for all pets on the booking.
4. If the pets share a run, tick Board together. Tick Board together only on NRA if they should share only when no run is available. NRA=No runs available.

To choose a different run for one pet, open that pet's tab under Options for and use its Run box. Click View to see open runs on a grid and click Reserve, or click Get Last Run to reuse the run from the pet's last stay. If a pet has different runs on different nights, the run box shows Mixed (see View).

Add each pet's details

On each pet's tab under Options for you can:

• Check or change the Rate :.
• Add Boarding Instructions (click Get Last to copy them from the last stay) and Boarding Notes (click Copy to Instruction to copy them across).
• Add a Pet Warning or Pet Board Warning.

Further down, in Extra Services for each pet, use the Other Services, Feeding, Medications, and Exercises tabs. Click Add to add an item, or Get Last to copy items from the last stay. These feed the printed feeding, medication and exercise schedules.

Status, packages and daycare

In Status you can tick Add to daycare (click Edit Days to pick the days), Add to waitlist, Confirmed, or No Show. The status card also shows Client package days left:, and Purchase lets you sell a package. If your business offers it, tick Pickup or Delivery.

Take a deposit

Click Deposit to record a deposit. Once added, the screen shows the Deposit Amount:, Date:, and Reference:, and you can click Edit to change it.

Note: Cancelling a booking does not remove its deposit. The deposit can be found or deleted under Financial, View Receipts.

Click Belongings to note what the pet arrived with. See "Record a pet's belongings".

Save the appointment

Click Save at the top of the screen. Click Cancel to leave without saving.

Common questions

How do I book two dogs from the same family? Select both pets in the Make New Appointment window before you click Go. Each pet gets its own tab under Options for.

Can I see the cost before saving? Click View Estimate on the boarding appointment.

How do I check if a run is free first? Use Run Glance. See "Check run availability with Run Glance".