Tag Individual Reservation Information to the Appointment Card (How-To)

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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. 

If you so choose, you can create new Reservation Forms for your specific reservation types. For example, if you only need specific information to show up for a Grooming Appointment you can create a reservation form that's only required for Grooming. These forms are edited when creating a new reservation or appointment.

 

Add Fields to the Reservation Form

  1. Navigate to Left-hand Navigation: Admin ยป Reservation Form.

  2. Select the field type you'd like to add from the right-hand Toolbox.
    Screen_Shot_2018-09-28_at_10.28.58_AM.png

  3. Edit the field according to where you would like it to display.
    Screen_Shot_2018-09-28_at_10.30.38_AM.png

  4. Adjust the below settings.
    Screen_Shot_2018-09-28_at_9.29.47_AM.png

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