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

Article Details

Summary

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

You can create new Reservation Forms for specific reservation types. For example, if you only need certain information for a Grooming appointment, create a reservation form that is only required for Grooming. You edit these forms when you create a new reservation or appointment.

Steps

  1. Go to Left-hand Navigation: Admin » Reservation Form.
  2. Select the field type you want to add from the Toolbox on the right.

    Form editor with toolbox and text fields.

  3. Edit the field for where you want it to show.

    Text editor toolbar with red arrow pointing.

  4. Adjust the field settings.

    Form settings for grooming services

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