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

Article Details

Summary

An appointment is any reservation type, such as grooming, transportation, tours, or private training, that a customer can book for a set time with a set specialist.

Gingr redesigned the New Appointment page in June 2022. It is now an opt-in experience. Any Admin user can turn on the new version with the Use New Version button at the top right of the page. Admins can switch between the legacy and redesigned versions with Use Old Version or Use New Version in the top right corner.

Steps

Go to Left-hand Navigation: Reservations » New Appointment. You can also open an Animal or Owner Profile and select the calendar icon to book a new appointment.
Select the Location.
Select the Type.
Notice: The drop-down shows only reservation types set up to be scheduled with a specialist.
Select the Service.
Select the Date.
Select the appointment Start Time from a specialist's available appointments or open slots.
Notice: Only specialists who can do this service on this date show here.
On the next page, choose the pet you are booking for. You can also add service add-ons and icons, see the previous appointment history and grooming notes, and add any notes for the reservation.
Check Confirm for Customer? to send a confirmation email to the customer.
Check Wait List to send the reservation to the Wait List area.