Create an Appointment from the New Appointment Page (How-To)

Article Details

Summary

Appointments are any reservation type a customer can book for a specific time with a specific specialist, such as grooming, transportation, tours, or private training. This article shows you how to schedule an appointment from the business side of Gingr with the redesigned appointment pages.

Steps

Go to Left-hand Navigation: Reservations » New Appointment.
Select a pet to begin. You can create a new profile from this page if needed.
Find the Select Service Details box after you choose the pet or pets.
Choose the Location. You can book appointments at any location, no matter which one you are logged in to.
Choose a Service Category. This is any reservation type with the "Is this type appointment based" toggle turned on.
Choose an Appointment Type. This is any scheduled additional service. For how to set up specialist schedules, see Specialist Schedules.
Optionally, select the blue View Details button to see the description of each service in the selected Service Category. Select Select Service to book that service.
Choose a Specialist. This is any user who has the selected appointment type on their schedule.
Tip: Turn on the Display By First Available toggle to see the first specialist available for a service, so you can get pet parents an appointment as soon as possible. If the pet has done the service type before, Gingr shows who they were last booked with, as "(Last Booked for pet name)."
Choose an Appointment Date.
Tip: When you select the field, a monthly view of dates opens. Past dates, dates when the service is unavailable (no schedule or facility calendar blocks), and disabled dates show in grey.
Choose when to book the appointment. This depends on whether the service is time-based or slot-based. For time-based appointments, go to step 11. For slot-based appointments, skip to step 12.
If the service is time-based with the specialist, choose an Appointment Time below the pet's information.
- To change the duration of the service, use the field just above the time picker.
- Gingr defaults to the service's default duration. If Remember Pet's Last Duration is on for the service type, it defaults to the pet's last duration for that service.
- The drop-down lists all appointment times for that specialist and service on the date you selected.
- It also shows the capacity for each appointment time, such as "(0/1 Booked)" or "(1/1 Booked)."
If the service is slot-based with the specialist, you do not need to enter a time. You can optionally enter a drop-off and pick-up time.
- If you leave the drop-off and pick-up times blank, slot-based appointments default to 12 am on the morning of the appointment.
- To change the number of slots the pet takes, use the field just above the slot information.
- The number of booked slots shows as a total booked out of the total available.
- Other pets booked with the specialist on that date show.
Optionally, select Add Daycare? The appointment becomes a daycare reservation of the type you choose, and the additional service is attached.
Optionally, select the Wait List? box to add the pet to the waitlist.
Optionally, select the Confirm for Customer? box to confirm the appointment for the customer.
Select any Service Add-ons or Appointment Options.
Add any Notes in the third column. Booking Questions also show here if they are set to show for the service type.
Important: Customers can see Service Notes. Customers may also see Reservation Notes, depending on your settings at Left-hand Navigation: Admin » Reservation Form.
If the appointment's reservation type has Deposits, Gingr calculates them when you choose a date. If you change the price while booking, a percentage deposit updates when you create the appointment.
Optionally, select Generate Estimate next to the button that creates the appointment. To send the estimate to the customer, select the paper plane icon.
Select Create Appointment in the bottom right corner. Gingr gives you a link to the reservation so you can view details.