Summary

The main Dashboard has several sections. Each one has a different use. In the tabbed sections, the selected tab has a red line under it. The other tabs are a faded color.

What This Does

In each section you can:

• Filter: Filter each reservation section, except Notices, by words you type or by any of your custom animal icons.

  

• Print Dashboard Sections: Select the double down-arrow in a section to make a PDF you can print. In the Notices section, you can also create a new Event or Notice.

  

• Sort Lists: Select a column header to sort the list in any reservation section.

  

Notices

Notices keep staff informed about company events, meetings, trainings, general concerns, and more. See Daily Notices and Events Overview.

Expected

The Expected section lists all reservations (except Wait Listed Reservations) and standing reservations that start today. Check in existing reservations for the day here. You can also edit reservations and take other actions from the drop-down menu.

Tip: This section refreshes at midnight.

Going Home

This section lists all pets scheduled to check out today.

Checked-In

The Checked-In section lists all pets that are checked in now. You can manage reservations for pets that are in house. To add all checked-in reservations to an email campaign, select the downward arrow in the section header.

Unconfirmed

The Unconfirmed section lists reservations and appointments in the next 7 days that need customer confirmation. Send email and SMS confirmation requests to customers here, or confirm reservations for customers by hand.

To see reservations past 7 days, select the drop-down in the Unconfirmed tab. This change affects only your current session. The number goes back to 7 when you refresh or leave the page.

Requested

This section lists reservation and appointment requests that customers made in the customer portal and that need your approval. You can edit the requests here.

Related Articles

• Dashboard Overview Topic Outline
• Print Dashboard Reports How-To
• Hide Dashboard Sections How-To
• Dashboard Settings Reference