Summary

A redesigned New Appointment page has been available since June 2022. It helps you have a smooth conversation with a pet parent while you book an appointment. It also shows more data and options during booking, so booking is faster and takes fewer clicks. This article walks through the updated workflow and its new features.

What This Does

Enable the New Appointment Page

The redesigned page is opt-in. When an Admin user first loads the page, they see Use New Version at the top right.

Important: When an Admin turns on the new version, it changes the workflow for all users in the app, across all locations.

To go back to the legacy workflow, an Admin selects Use Old Version in the top right corner.

Select Pets First

This is a small change in the workflow, but it matches the flow of your conversation with pet parents.

Create a New Customer Record on the Fly

You can create a new owner and animal right from the New Appointment page.

View Owner and Pet Details

The page shows more details about the owner and pet while you book, including the pet photo. The photo is very helpful when you book services such as grooming.

View Specialists by First Available

Use 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. When you select a specialist from the ranked list, the date of their first available appointment shows, and their schedule for that day shows on the right. To book with a specific specialist, turn off Display By First Available before you select the specialist menu.

Book Times for Slot-Based Services

You can choose a time for the reservation when you book slot-based services. Before, the reservation showed 12:00am as the start and end time. You can do this only from the New Appointment page.

See the Last Booked Specialist

Many pet parents like to book with the same specialist each time. You can now see which specialist the pet last booked with. This works on the New Appointment page and when you add an appointment to a Daycare or Boarding reservation.

Book from History

You can book directly from the pet's history. Select Add from History to pick from the pet's 3 most recent appointments. Gingr rebooks the same service type, specialist, add-ons, service price, duration, and service notes. After you pick the appointment, select the date and time.

Re-Book from the Appointment Card

You can re-book appointments from the pet's appointment card. When you select Re-Book, Gingr opens the New Appointment page with the pet, service category, service, and specialist already selected. Select a date and time for the new appointment.

Add Daycare to Grooming

You can add Daycare to a Grooming appointment. Select the Daycare reservation type you want to book the pet for. Gingr changes the main reservation type of the booking to Daycare and attaches the appointment. The options shown are the reservation types assigned to the Daycare Booking Category in your app.

Important: If you add Daycare, Gingr creates the appointment as a Daycare reservation with the appointment added as an additional service.

View and Edit Appointments on the New Facility Calendar

After you schedule an appointment, you can view, reschedule, and edit it, and other appointments, on the New Facility Calendar.

Related Articles

• Appointment Scheduling 2.0 Topic Outline
• Create an Appointment from the New Appointment Page How-To
• 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