Before you start

Your services and your rooms both need to exist first. A booking asks which service the customer is buying and which room each pet sleeps in, so it cannot be saved without them. See Set up HappyPet if you have not done that yet.

Steps

  1. Go to Bookings, then Boarding.
  2. Press Add Booking.
  3. On Booking Details, choose the customer and their pets, then set the check in and check out dates. If the customer is new, you can add them here without leaving the booking.
  4. Press Next Step to reach Room allocation. Give each pet a room. Only rooms that are free for those dates appear in the list.
  5. Press Next Step to reach Addons. Add any extras the customer wants, such as a bath before going home. If there are none, press Skip Addons.
  6. On Additional Details, add anything the team needs to know, such as feeding instructions or medication.
  7. Press Save to create the booking.

Taking money up front

Open the booking you just made and use Amount Paid to record an advance. The amount comes off the final bill, so the invoice at check out only asks for what is left.

If something goes wrong

If a room is missing from the list in step 4, it is already taken for part of those dates. Change the dates, or add another room under Rooms & Spaces.

If the customer's pet is not in the list in step 3, the pet has not been added to their record yet. Add it from the customer's page under Customers.