Accept Online Reservations (How-To)

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Once your customer submits a reservation request from the customer portal, it will show up on your Dashboard under the Requested Section.

Notice:  When a service is requested from the customer portal this service will show on the facility calendar as a placeholder. If the reservation is rejected by staff this service will then be removed from the facility calendar.

Before You Begin

  • You can configure user groups to receive a notification when customers submit new reservation requests. Navigate to Left-hand Navigation: Reports & More » Groups and turn on the Notification: New Reservation Request permission.

    • This permission can be local to only the location where the request was submitted or can be global, meaning a notification will display at all locations when a customer requests. 

  • You can have the system send a reminder within X amount of days prior to the reservation automatically. To do this:
    • Visit Left-hand Navigation: Admin » System Email and turn on the Reservation reminder Email.

    • and/or visit Left-hand Navigation: Admin » System SMS and turn on the New Reservation SMS.

 

Accept and Confirm Online Reservations

This means the reservation request is good to go and will not require a future confirmation from the customer. It will not show up in the Unconfirmed section prompting you to email or text the customer for confirmation prior to the reservation and will appear in the Expected section on the day that the customer is scheduled to check-in.
  1. Navigate to the Requested section.

  2. Select the Actions Dropdown Menu next the the reservation that you would like to accept and confirm.

  3. Select Accept and Confirm.

Important:  Once confirmed, the customer will receive an email letting them know that their reservation is confirmed. 

 

Accept and Don't Confirm

This means that the reservation is good to go, but you want to require a future confirmation from the customer. This means that it will show up in the Unconfirmed section 7 days before the pet is expected to check-in. The purpose of this is to hold the spot on the calendar, but allow the business to confirm the reservation with the customer closer to the reservation date.

  1. Navigate to the Requested section.

  2. Select the Actions Dropdown Menu next the the reservation that you would like to accept and not confirm.

  3. Select Accept and Don't Confirm.

Related Resources

 

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