Summary

The appointment card puts all the information a groomer needs about a pet in one place. Appointment cards show on the Dashboard, Calendar Details, Manage Services, the Service by Date Report, Animal and Owner profiles, and the shopping cart. If a scheduled service is on a reservation for the current date, it shows on the Appointment Card. Otherwise, a history of scheduled services shows for the future.

Where to Find It

On the Dashboard, look for the Appointment Card icon. It shows whether or not a reservation has scheduled services.

What This Does

A. If a service is scheduled for the current date, this area shows the service details. From here you can:

• Edit the appointment
• Mark the service as complete
• Send a "Ready for Pickup" SMS or email
• Re-book

B. The right side of the Appointment Card has 4 tabs: Data, Employee Notes, History, and Future.

Data

The Data tab lets you view or edit tagged fields from the Reservation Form, Animal Form, and Owner Form. Select the edit pencil icon next to the form to edit any of the tagged fields.

Employee Notes

Add Employee Notes here, as you can on the Animal and Owner profiles. You choose which Note Types show on the Appointment Card.

History

This tab shows all past scheduled service history.

Future

This tab shows all future scheduled services.

Related Articles

• Appointment Cards Topic Outline
• Set Up Appointment Cards How-To
• Tag Owner or Animal Information to Appointment Cards How-To