The Appointment Module is for time-based services that are not Daycare or Boarding such as grooming, training, walks, and transport. This module includes an appointment calendar with time slots that you can use to schedule appointments. You can assign different users to different services and you can set up each user's availability for these services.
Please Note: The Appointment Module can be used either in conjunction with the Boarding and Daycare Modules or as a stand-alone module.
This article will cover:
How to set up your Appointment Module
Navigate to Account Settings > Services & Costs > Appointments
There will be a few Default Services set up that you can Edit or Delete. To add a new Appointment Service Type, click the blue "Add a new appointment" button. From there, you will set the name and cost. You can also choose whether or not to show the appointment type on the Online Booker by using the checkbox at the bottom of the screen.
Scheduling Users' Appointment Availability
You can create individual appointment calendars for all your sub-users. This is done by editing/adding the User From Settings > Users and selecting "Create Individual Appointment Calendar."
Creating Appointments from the Business Side
You can create Appointments wherever you can create Bookings in Revelation Pets. This includes the Booking Page and Owner/Animal Profile, as well as the Appointments Calendar. Appointments can be added onto Boarding or Daycare Bookings, or, can be Appointment-only bookings.
If you do not assign the Appointment to any specific user, it will stay assigned to the "Anyone" User.
Creating Appointments via the Online Booker
Pet Parents will see Appointments on the Online Booker just as you see them on the Booking Page.
Accepting and Managing Appointment Requests
Appointment Requests will come into Revelation Pets like any other Booking Request. When customers submit booking requests via the Online Booker, you will then see a notification on your home page, alerting you to this new booking.
You will also be alerted by email to any requests submitted. From the alert, open the booking and either Accept or Decline the booking or place the pet on the Wait List.
When declining a booking request, you can enter a decline reason. This will allow you to keep track of why bookings were declined, and you can also choose to include the decline reason in the decline email to the pet parent by adding the [booking decline reason] variable to the email template from Account Settings » Online Bookings » Translation: Online Booking Email » Decline Email.
Here is an example of the decline email that the customer would receive:
There is an option on the Booking page for appointments to preview the appointment on the Appointment Calendar. To use this, simply click on the Calendar icon that will appear to the right of the appointment date (as well as repeating appointment dates). This will overlay the Appointment Calendar, and allow you to fine tune the appointment by updating the start or end time as well as move it to a different user.
You can drag and drop in order to reschedule from the Appointment Calendar. This allows you to move an appointment to a different user or time on the originally scheduled day, or to a different day in the same calendar week when on the week view for a single user. To use this feature, simply drag and drop the appointment to a new appointment time.