Once you have added your own service, booking it works like any other booking.
Steps
- Go to your bookings and choose the service you want to book.
- Start a new booking.
- Choose the Branch.
- Pick the customer, then Select Pets.
- Choose the Service.
- Set the Booking Date and the Time.
- Use Assign Staff if the job needs a particular person.
- Confirm.
The summary beside the form adds up as you go, so you can read the price back to the customer before you confirm anything. Hide booking summary gets it out of the way on a small screen, and Show booking summary brings it back.
More than one service on the same booking
You can add several lines to one booking, which is what you want when somebody books a walk and a training session together. Remove service row takes one off if you add it by mistake.
Which pets
Only pets that match the service appear. A service set up for dogs will not offer you a cat.
If the customer has no pets saved, add one first. A booking is always for an animal.
After you confirm
You get the option to open the booking straight away with View Booking, and to send the customer a message with Send.
Sending it there and then is worth the extra second. It gives the customer something in writing with the date and time on it, which cuts down the calls asking what time they are booked in.
If the service is missing
Check it was added for the right pet type and the right branch. Those two account for nearly every case of a service that exists but will not appear.