Overview: What are we talking about?
The Online Booker in Revelation Pets is the pet parent customer portal. Here, customers can submit booking requests, view their profile, and access past booking data. It is possible for your customers to make booking requests on your website or Facebook page. For more information on this, checkout this helpful article: Adding the Online Booker to Your Facebook Page. Our Online Booker is a pop up screen. We never navigate your customers away from your website.
If you have integrated credit card processing implemented with one of our integrations, such as Revelation Pets Payments, you can also allow customers to submit payments toward bookings via their Online Booker!
In this article:
How do I find the link for my Online Booker?
Navigate to Account Settings » Online Bookings in your Rev Pets app. From here, scroll down to Booking URL, and copy this link. Paste this in a new tab to see the Online Booker for your app.
How do I customize the Online Booker for my clients?
Navigate to Account Settings » Online Bookings » Online Booking in your Rev Pets app. Below the Booking URL section, you will see custom configuration settings for your Online Booker setup:
Hide vaccination details from pet owners
|When this setting is activated, customers cannot see the vaccination details for their pets from their Online Booker.||
Hiding vaccinations from owners keeps you in control of vaccination records.
Hide Appointment module on the online booker
|If you use the Appointment Module, this will not show on the Online Booker, so customers will have to reach out to book an appointment.|
Hide times in the Appointment module
|Removes the time option picker from the Online Booker for Appointments|
Only allow registered users to book online
Bookings can only be created by existing customers that you've added to Revelation Pets.
Hide Waiting List option from online booker
|Customers cannot submit wait listed bookings from the Online Booker when this setting is active.||If at capacity, the customer will not be able to submit a booking request.|
Hide customer profile from online booker
|If enabled, customers will only be able to view the New Booking page, and will not have access to their customer profile, pet details, past bookings, invoices, or other customer information.||This limits the online booker to only be used to submit booking requests. No personal information will be displayed to the customer.|
Navigate to Account Settings » Online Bookings » Select Mandatory Fields to choose which information is required for customers to fill out. Here, you can choose which pet, owner, and vet data customers are required to answer and add to their profiles.
Customers must fill in all required fields, but you can hide non-mandatory fields, or leave them as optional for customers to add. Customers will also be able to access their account via your profile link, found via Account Settings » Customer Communication » Profile URL.*Important: Customers will have to save their answers before moving on in order for their profile data to save. If they are editing their profile information while submitting a booking, they must press Save before moving on, or these new details won't update on their profile.
Online Booker Custom Text
Navigate to Account Settings » Customer Communication » Customise text on the online booker widget.
Here, you can change the wording or language of your Online Booker text. This is helpful if you'd prefer to change "Booking" to "Reservation" or if you are looking to translate from English to French, for example.
Revelation Pets provides reminder emails that can be customized for your business. Confirmation emails will send once your facility has confirmed the booking.
To see the different email types, navigate to Account Settings » Online Bookings » Translation: Online Booking Email.
The Email for Customer will send once they submit their booking request via the Online Booker. The Email for Owner will send to you to let you know there's a new pending booking. The Confirmed email has to be sent manually to the customer via their booking request. The Decline email sends if you decline the booking request. The Wait List email for Customer sends to the customer when their booking is waitlisted, and a Wait List email is also sent to you to let you know there's a new wait-listed reservation in your app.
Accessing & Navigating the Online Booker as a Pet Parent
Customers can login to your Revelation Pets Online Booker via Account Settings » Online Bookings » Booking URL. Copy this link and open this in a new tab to view the Online Booker for your facility. You may need to create a personal account for testing purposes.
Customer profiles can be accessed from the Profile URL link found via Account Settings » Customer Communication » Profile URL. Copy the link and paste this in a new tab to open the Customer Profile in the Online Booker. If the Online Booker is enabled, click the Create Booking Request button at the top left of the profile:
*Important: If you only want customers to access their online profiles, but not have access to the Online Booker to request reservations, do not share the Booking URL with customers. Instead, only share the Profile URL, found via Account Settings > Customer Communication > Profile URL. Here, you can disable the Online Booker, so customers can only have bookings if you or a fellow staff member enter these into your system from the business end.
All customers can access the following information from their Profile on the Online Booker:
|Account Balance||Store credit balance. The customer can redeem toward bookings.|
|Outstanding Balance||This will show the amount owed for all unpaid bookings.|
|Daycare Credits (if applicable for the Daycare module)||How many daycare credits the customer has remaining.|
|Pet Activity||This will show past bookings and the Activity Page actions for all pets in a family.|
|Bookings||This will show past, current, and upcoming bookings, as well as whether they have been accepted and/or paid.|
|My Account||Personal Customer Details, such as name, phone number, password, etc.|
|My Vet||Vet Details.|
|Signed or Unsigned Agreement||Is the customer agreement for your business signed? If they have signed, it will show as "Signed" in green on their profile. Otherwise, it will say "Sign the Agreement."|
|Log Out||Logs the customer out of the Online Booker.|
Submitting bookings from the Online Booker
Once you have opened the Booking URL or the Profile URL and then navigated to Create Booking Request, the booking request page looks very similar to the business end booking tool.
New customers will have to enter and save their owner, pet, and vet information before they can submit a booking.
Make sure to add the times for pick up and drop off! These will auto-populate with hours, based on the hours you set via Account Settings » Time Settings. Customers will not be able to see the charge amount on their booking request. They will only see the invoice if you send it to them via the booking itself on the business end.
How do I review bookings submitted from the Online Booker?
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.