Book Reservations and Services in the Customer Portal (How-To)

Article Details

Summary

Pet parents can book reservations and services in the customer portal. You can book a single reservation, a recurring series, or multiple reservations at one time.

Steps

Book a Reservation or Service

  1. Go to the customer portal for your facility.
  2. On the Home menu, select your pet or pets, then select the blue Book button.
  3. Choose a booking type, dates, and any service add-ons.
  4. Add any notes, review an estimate if you want, and select Submit.

    Animated recording of booking a reservation in the customer portal.

Notice: If an Evaluation is required and not complete, a "Requires Evaluation" warning shows next to each reservation type with an evaluation requirement.

Reservation types showing a Requires Evaluation warning.

Book Recurring Reservations

  1. During booking, select the first date you want and enter the pickup and dropoff times.
  2. Select + Add More Dates.

    Add More Dates button on the booking page.

  3. In the side panel, select the day or days of the week for the recurring appointments. You can select more than one day.
  4. Enter how often to schedule the reservations. The number is the weeks between bookings.
  5. Select an end date for the series.
  6. Select Available Dates to show the list of booking dates.

    Recurring date scheduling form.

  7. Select Add Dates. If any days are at capacity or are disabled dates, you get an error. Contact the business if you cannot book the dates you need. You can also remove some dates yourself.

    Recurring dates scheduling interface

  8. After a green success message shows, add services and notes as needed.
  9. On the Review tab, check the list of selected dates.
  10. At the bottom of the list of bookings, select Submit Request.

    Review tab with Submit Request button.

Book Multiple Reservations at One Time

  1. During booking, select the first date you want and enter the pickup and dropoff times.
  2. Select + Add More Dates.

    Add More Dates button on the booking page.

  3. In the side panel, select the Specific Dates tab.
  4. Select the date you want to add. To add more dates, select Add More, select the next date, and repeat.

    Calendar for November 2024, date 26 selected.

  5. When the dates you want show, select Add Dates.

    Calendar with selected dates in December 2024

  6. After a green success message shows, add services and notes as needed.
  7. On the Review tab, check the list of selected dates.
  8. At the bottom of the list of bookings, select Submit Request.

    Review tab with Submit Request button.

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