Create a Recurring Reservation (How-To)

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The Recurring Reservations feature allows you to repeat a reservation at an interval you set. The base reservation's details will apply to each recurring reservation, including reservation type, confirm reservation, times, duration, and additional services. If Lodgings must be assigned, they are chosen for each reservation (or all together).

 

Before You Begin

Notice: If any of the reservations you are creating fall within Deposit Dates date ranges, deposit requirements will automatically apply to those reservations, unless overridden by deposits you add to these reservations. If you type an amount in the the Amount field in the Deposits section, a deposit in that amount will apply to each reservation you are creating.

 

Create a Recurring Reservation

  1. Navigate to the New Reservation page:  Left-hand Navigation: Reservations ยป New Reservation.

  2. Enter the information of the base reservation in the Details section. This will be the first reservation in the series.

  3. Click the Add Recurring Dates button.


  4. Select the days of the week.

  5. In the Until field, select a date when the recurring reservations will stop.

    • Alternatively, enter the number of reservations that should recur, in the # of Reservations field.



  6. Select Add Dates. A blue confirmation box will appear, letting you know how many reservations you are creating and when the last date of the last reservation is.
    Screen_Shot_2018-10-18_at_11.56.12_AM.png

  7. To view all of the dates you added, click the Show Recurring Dates button.

  8. To remove any of the individual dates (reservation date ranges), click the red trash can icon.



  9. To add individual dates, click the Add Another Reservation button.


  10. Save. You will see a green success bubble and a green box with links to each reservation.
    Screen_Shot_2018-10-18_at_4.19.26_PM.png

You can optionally add Additional Services when creating a recurring reservation. The services will be attached to each of the reservations at whatever frequency you select.

Important:  If you are adding services to recurring Daycare reservations, do not select any frequency for services other than Once or Every Day. The system will not add your service every other recurring reservation or every third reservation. If you select Once, choose the date in the base reservation.

 

 

Recurring Boarding Stays

For instances where an animal will be boarding certain days of the week on a recurring basis (e.g. Boarding and Train reservations on weekdays only), there are a few important things to note: 
 
  • Start Date will be the first date of the recurring reservation.

  • End Date must be the end date of the first week of the recurring reservation.

  • Which days of the week?  must be the first day only the animal is expected to arrive each week.

 

 

Related Resources

 

 

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