Article Details
Summary
The Reservations tab on an owner profile shows all current, past, and standing reservations for the owner's animals. Use it to view and manage each reservation.
What This Does
The tab lists reservations from newest to oldest. Each reservation shows one status: Checked-In, Unconfirmed, Confirmed, Completed, or Cancelled.
On the owner profile, the lists include all of the owner's animals. To see one animal, use the animal's page or the Select Animals filter box.
Location Selector
The location selector on owner profile pages and their tabs is a multi-select field. It lets you view and manage records for one or more locations.
- The default selection is All Locations.
- When Restrict Users to Allowed Locations is off, all locations are selected.
- When Restrict Users to Allowed Locations is on, only your allowed locations are selected.
- Single-location users default to their assigned location.
The filter makes the data on all tabs match the locations you select. This covers the Reservations, Deposits, Invoices, Agreements, and Notes tabs.
Sub-Tabs
Requested Reservations: Lists reservation requests from the customer that the business has not accepted or rejected. You cannot accept or reject from this page. Use the Requests tab on the Dashboard instead. From this list you can view or edit the reservation, print a run card, cancel the booking, view an estimate, or delete the reservation.
Today: Shows checked-in reservations. Select the action menu button to view or edit the reservation, print the run card, view the estimate, delete the reservation, or create a report card.
Future: Lists all future reservations. This includes reservations for today that are not checked in. Select the action menu button to view or edit the reservation, print the run card, cancel the reservation, view the estimate, or delete the reservation.
Past: Lists all reservations booked for a past date, including canceled ones. Select the action menu to view the reservation or create a report card. For a canceled reservation, you can also reschedule or delete it.
If you miss checking in a pet and notice a day or more later, the reservation shows here and does not say Completed. To complete it:
- Edit the check-in date to today.
- Check the pet in from the Expected tab.
- Edit the reservation check-in date back to the correct date.
- Add the pet to the cart.
- Edit the check-out date.
- Complete the check-out.
Wait List: Lists all wait-listed reservations. Select the action menu button to view or edit the reservation, print the run card, cancel the reservation, view the estimate, or delete the reservation. For more, see Waitlist.
All: Lists all reservations, no matter the date or status.
Where to Find It
Open an owner profile and select the Reservations tab.
Related Articles
- Owner Profile Page Overview Reference
Comments
0 comments
Article is closed for comments.