Mark a Service as Complete (How-To)

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

  1. Go to the Checked In section of the Dashboard.
  2. Select a service in the Services column of the reservation.
  3. Select the checkmark. A green success message shows at the bottom of the screen.

    Service list with prices and action buttons.

From the Facility Calendar

On the New Facility Calendar, icons show whether a service is complete.

Schedule with checkmarks and location marker

  1. Find the appointment on the facility calendar.
  2. Select it.
  3. Select Details. The Appointment Details panel opens.

    Calendar event for dog grooming appointment.

  4. Scroll to the Modify Appointment section.
  5. Select Mark Complete! A green success message shows at the top of the screen.

    Modify Appointment options interface

From the Reservation Details Page

  1. Select the reservation name on the Dashboard, or on the Reservations tab of the Owner or Animal profile.
  2. Select the Services tab.
  3. Select the Actions menu.
  4. Select Edit Service.
  5. Check the Complete box.

    Manage Services screen with grooming details.

From the Services by Date Report

  1. Go to Left-hand Navigation: Reports & More » Reports » Services by Date.
  2. Enter the Criteria.
  3. Select Generate Report.

    Report generation form with options.

  4. Select Mark All as Complete to mark every service. To mark one service, check its Complete box.

    Pet service schedule with completion status.

Related Articles

Was this article helpful?

0 out of 1 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.