Introduction

Below, we will introduce you to the functionality of the main Dashboard sections and describe what each section is used for.  When viewing the tabbed sections, notice that the selected tab has a red line under it, and the other tabs are a faded color.

Within each section you can do the following: 

• Filter: Each of the reservation sections (except for the Notices section) can be filtered by words you type or any of your custom animal icons.
  
  
  
  
• Print Dashboard Sections: You can generate a PDF version of each of the Dashboard sections, which you can print. Click the double down-arrow in any of the sections. You can also create a new Event/Notice in the Notices section.
  
  
  
  
• Sort Lists: You can sort any of the reservation sections' lists by clicking their column headers.
  
  

Notices

Notices help to keep staff informed about company events, meetings, trainings, general concerns, and anything else you like. For more information on this feature, please see Daily Notices and Events Overview.

Expected

The Expected section lists all reservations (other than Wait Listed Reservations) and standing reservations that are scheduled to start on the current day. This is where you check in existing reservations for the day. You can also edit reservations and take other actions through the dropdown menu.

Tip: This section refreshes at midnight.

Going Home

This section lists all pets that are scheduled to checkout today.

Checked-In

The Checked-In section lists all pets that are currently checked in. You can do a number of things to manage reservations for pets who are currently in-house. You can also add all reservations that are currently checked in to an email campaign by selecting the downward arrow on the sections header.

Unconfirmed

The Unconfirmed section lists reservations and appointments that need to be confirmed with the customer that are expected in the next 7 days. Here you can send email and SMS confirmation requests to customers, as well as manually confirm reservations for customers.

If you would like to see reservations past the 7 days, you can click the drop-down in the Unconfirmed tab. Changing this setting will only affect your current session, and the number will revert to 7 when the page is refreshed or navigated away from.

Requested

Lists reservation and appointment requests that customers have created from the customer portal and which need your approval. You can also edit these requests here.

Related Resources

• Dashboard Overview Topic Outline
• Left-Hand Navigation Reference
• Top Navigation Menu Reference
• Widgets Reference
• Customize Quick Navigation Icons How-To
• Print Dashboard Reports How-To
• Hide Dashboard Sections How-To
• Dashboard Settings Reference