Online Booker for Pet Parents

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 Revelation Pets Payments, you can also allow customers to submit payments toward bookings via their Online Booker! 

 

Related articles:

• Pet Parent Help: How to Register with a Business via the Online Booker
• Managing Custom Fields

 

In this article: 

• How to locate the Online Booker link
• Customizing your Online Booker & customer communication
• Accessing and navigating the Online Booker as a pet parent
• Blocking a pet parent from using the Online Booker
• How do I review bookings submitted by customers?

 

Let's Get Started with this Video Overview! 

 

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? 

Custom Configuration Settings

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:

 

Setting	Description	Notes
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 custom fields from pet owners	When this setting is activated, customers cannot add, update, or view of the custom fields on the Online Booker.	Hiding custom fields from owners keeps you in control of custom field information.
Hide behavioral notes from pet owners	When this setting is activated, customers cannot add, update, or view behavioral notes on the Online Booker.	Hiding behavioral notes from owners keeps you in control of behavior related information.
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.
Show time blocks in the Appointment module	When this setting is activated, customers will be able to select specific time blocks for appointments based on user(s) availability.
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.

 

Defining Appointment Types for Users

You can define which appointment types each of your users that have an availability calendar can be booked for. This is helpful to book specific specialists and services, and stop overbooking. 

This can be managed in two places. The first is in Account Settings » Services and Costs » Appointments. Under each appointment type, there is a drop-down to select which of your users that have the “Create Individual Appointment Calendar” setting enabled on their profile are available for this type of appointment.

The second is in the Admin Section » Users under each user. If the “Create Individual Appointment Calendar” setting is enabled for their account, you can select which services that they perform from this page. 

Once this is configured, the system is going to look for availability for users that take this type of appointment when providing times to the customer on the online booker, and to determine if there is availability on a date.

 

Enabling Overlapping Appointment Alerts

To prevent overlapping appointments, you have the ability to configure a pop-up alert when you are creating an appointment for a pet at the same time another appointment is booked. In order to enable this feature, you’ll head to Account Settings » Services and Costs » Appointments and disable the setting called “Allow appointment bookings to be requested for the same time as another pet?” under each appointment type where you do not wish to allow overlapping appointments. 

 

Setting Default Duration

To prevent errors or overbooking when making appointments, you can set a default duration for each appointment type that you offer. In order to enable this feature, you’ll head to Account Settings » Services and Costs » Appointments and enter the “Default Duration” (in minutes) for each of your appointment types. Once set, the system will automatically use this duration to set the end time of the appointment once an employee (or the pet parent) sets the start time.

 

Show Time Blocks in the Online Booker (Recommended)

To show appointment time blocks in the Online Booker and create the best experience for your pet parents, navigate to Account Settings » Online Bookings and enable the “Show time blocks in the Appointment module” setting.

The system will use a default duration of 1 hour when this setting is enabled, meaning that pet parents can book appointments on the hour. To change the default, the business should go to Admin » Services and Costs » Appointments and edit each appointment type to set a default duration as outlined above.

The system will use the set duration combined with the time windows found on the Admin » Time Settings page to split out the day into the appointment times.

When the pet owner goes to the Appointments section of the Online Booker, they will see the ability to first select a date, then to select from an appointment time. If the “Allow appointment bookings to be requested for the same time as another pet?” setting is disabled for the appointment type they created, the pet parent will only see available appointments on the online booker. They will not be able to request the appointment at the same time as another pet is already booked.

 

Mandatory Fields

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 mandatory fields, but you can hide non-mandatory fields, or leave them as optional for customers to add. Mandatory fields are highlighted in RED on the online booker for customers to complete. 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. 

 

Emailing Customers

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. We also have an article you can supply to your customers when registering for the first time to help guide them: How to Register with a Business via the Online Booker

 
**Important: If your customers are having difficulty accessing the customer portal or online booker that is imbedded into your website please review this article with your pet parents to help educate them on how to enable 3rd party cookies on their device: Enabling 3rd Party Cookies

All customers can access the following information from their Profile on the Online Booker: 

Setting	Description
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. 

 

Submitting Appointment 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. 

As with Boarding bookings, new customers will have to enter and save their owner, pet, and vet information before they can submit an appointment booking. 

If the setting to “Show time blocks in the Appointment module” is enabled, pet parents will see the ability to first select a date, then to select from an appointment time. If the “Allow appointment bookings to be requested for the same time as another pet?” setting is disabled for the appointment type they created, the pet parent will only see available appointments on the online booker. They will not be able to request the appointment at the same time as another pet is already booked.

Be sure to set your appointment duration (time it takes to perform each appointment service) via Account Settings » Services and Costs » Appointments.

 

Blocking Pet Parent's access to the Online Booker 

If you'd like to block a pet parent's access to the online booker, you can do so from their profile page. 

Navigate to the pet parent's profile » click Customer Details » scroll to the bottom of the customer's details » tick the box next to "Don't allow Online Booker login" » click "Save Details".

 

This setting will inhibit a pet parent from logging into the Online Booker. If the pet parent tries to access the Online Booker once this setting is enabled, they will receive an error message. 

 

 

By default, the error message will display as "Online login not allowed. Contact facility for assistance." However, you can edit the error message verbiage by navigating to Account Settings » Online Bookings » Customize the text on the online booker widget. 

 

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.

 

If you have any questions regarding configuring the online booker, please reach out to our Support Team at support@revelationpets.com