Introduction

The appointment card is designed to put all the information a groomer needs about a pet into one place. Appointment cards will show in various places including the Dashboard, Calendar Details, Manage Services, Service by Date Report, Animal & Owner profile and the shopping cart. If a scheduled service is assigned to a reservation for the current date it will show on the Appointment Card, otherwise, a history of scheduled services will show for the future. 

From the Dashboard, you can see the new Appointment Card Icon. This icon will show regardless of any scheduled services. 

Anatomy of an Appointment Card

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

• Edit the Appointment
• Mark the service as complete
• Send a 'Ready for Pickup' SMS/Email
• Re-book 

B. On the right side of the Appointment Card there are 4 tabs (Data, Employee Notes, History and Future).

Data

Data will allow the user to edit or view tagged fields from the Reservation Form, Animal and Owner Forms. If you click the edit pencil icon next to the form, you can edit any of the tagged/displayed fields.

Employee Notes

Here you can add Employee Notes just like you can from the Animal and Owner profiles. You can select which Note Types you would like to show on the Appointment Card.

History

This tab will show all previously scheduled service history.

Future

This tab will show all future scheduled services.

Related Resources

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