Article Details
Summary
Mark services as complete to track which services are done and which are not.
Tip: If you mark a service complete by mistake, select the checkbox again to undo it.
Steps
From the Dashboard
- Go to the Checked In section of the Dashboard.
- Select a service in the Services column of the reservation.
- Select the checkmark. A green success message shows at the bottom of the screen.
From the Facility Calendar
On the New Facility Calendar, icons show whether a service is complete.
- Find the appointment on the facility calendar.
- Select it.
- Select Details. The Appointment Details panel opens.
- Scroll to the Modify Appointment section.
- Select Mark Complete! A green success message shows at the top of the screen.
From the Reservation Details Page
- Select the reservation name on the Dashboard, or on the Reservations tab of the Owner or Animal profile.
- Select the Services tab.
- Select the Actions menu.
- Select Edit Service.
- Check the Complete box.
From the Services by Date Report
- Go to Left-hand Navigation: Reports & More » Reports » Services by Date.
- Enter the Criteria.
- Select Generate Report.
- Select Mark All as Complete to mark every service. To mark one service, check its Complete box.
Related Articles
- Additional Services Topic Outline
- Add a Scheduled Service to a Reservation How-To
- How to Change a Service Price After Check-In How-To
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