Appointments are any reservation type (such as grooming, transportation, tours, or private training) that a customer can book for a specific time with a specific specialist. This article walks through the steps of scheduling an appointment from the business side of Gingr from the redesigned appointment scheduling pages.

Create an Appointment from the New Appointment Page

1. Navigate to Left-hand Navigation: Reservations » New Appointment.
   
   
2. Select a pet to begin.
   

   Tip:  You can create a new profile from this page if needed.

   
   
   
3. Locate the Select Service Details box after choosing the pet(s).
   
   
   
4. Choose the Location. You can book appointments at any location, regardless of where you are logged into.
   
   
5. Choose a Service Category. This is any reservation type with the "Is this type appointment based" toggle turned on.
   
   
6. Choose an Appointment Type. This is any scheduled additional service. For more information on how to set up specialist schedules please see our article on Specialist Schedules.
   
   
7. Optionally, you can click the blue View Details button to see the descriptions for each service that is available for the selected Service Category. Click Select Service to proceed with booking the given service. 
   
   
   
8. Choose a Specialist. This is any user with the selected appointment type on their schedule.
   

   Tip: You are able to view the first specialist available for a service to get Pet Parents an appointment as soon as possible using the Display By First Available toggle. If a pet has previously completed the given service type, then the system will indicate who they were last booked with "(Last Booked for pet name)."

   
   
9. Choose an Appointment Date.
   

   Tip:  Upon clicking a monthly view of dates will appear. Past dates, dates where the selected service is unavailable (no schedule or facility calendar blocks), and disabled dates display in grey.

10. Select when to book the pet's appointment. This will vary depending on if the service is time-based or slot-based. For time-based appointments, proceed to the next step. For slot-based appointments, skip to step 12.
    
    
11. If the service is time-based with the selected specialist, you will choose an Appointment Time below the pet's information.
    
    
    • The duration of the service can be changed just above the time-picker.
      
      
    • The system will default to the service's default duration or, if Remember Pet’s Last Duration for this service is on for the service type, it will default to the pet's last duration for the selected service.
      
      
    • In the drop-down, all appointment times for that specialist and that service on the date selected will show.
      
      
    • It will also indicate the capacity for the given appointment time with "(0/1 Booked)", "(1/1 Booked)", and so on. 
      
      
12. If the service is slot-based with the specialist, you will not need to enter a time. You can optionally select input a drop-off and pick-up time.
    
    
    • Slot-based appointments will default to 12am on the morning of the appointment if the drop of and pick up times are not filled out.
      
      
    • The number of slots the pet will take up can be changed just above the slot information.
      
      
    • The number of booked slots will be displayed as a total booked out of the total available.
      
      
    • Any other pets booked with the specialist on that date will be displayed. 
      
      
      
13. Optionally, select the Add Daycare? button. The appointment will become a daycare reservation of the specified type and the additional service will be attached.
    
    
    
    
14. Optionally, add the pet to the waitlist with the Wait List? checkbox. 
    
    
15. Optionally, confirm the appointment for the customer with the Confirm for Customer? checkbox. 
    
    
16. Select any Service Add-ons/Appointment Options. 
    
    
    
17. Add any Notes to the appointment in the 3rd column. Booking Questions will also display here if configured to show for the selected service type. 
    

    Important:  Please keep in mind that Service Notes are visible to customers. Reservation Notes may also be visible to customers depending on your configuration in Left-hand Navigation: Admin » Reservation Form.

    
    
    
18. If you have configured your appointment's reservation type to have Deposits, they will be calculated when you choose a date. If you adjust the price while booking, the deposit amount (if a percentage) will update when you click to create the appointment. 
    
    
    
19. Optionally, an estimate can be generated by clicking Generate Estimate next to the button to create the appointment.
    
    
    • The estimate can also be sent to the customer by clicking the paper plane icon.
      
      
      
20. Finally, click Create Appointment on the bottom right corner. A link will be provided to the reservation so you can view details as needed.
    

Related Resources

• Appointment Scheduling 2.0 Topic Outline
• Get Started with the New Appointment Page Reference
• Create Appointments for Multiple Pets from the Same Family How-To
• Reschedule an Appointment How-To
• Create a Recurring Appointment How-To
• Override Appointment Capacity Reference