This article focuses on empowering management and staff members to make client bookings efficiently. Learn more about booking by pet's here. For pet owners, a simplified interface tailored specifically for them is provided (not covered in this article).
To begin, log in as either the manager or a staff member, and access the pet's CRM (Customer Relationship Management) page.
Identify which client you'd like to book into a service:
Follow these simple steps to initiate a booking process:
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Locate your client by conducting a search using either their name, phone number, or email. This will promptly load their profile. Alternatively, you can easily spot your client in the comprehensive main window listing.
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Identify the action pull-down menu and select the "Book" option.
By following the above procedure, you can seamlessly begin the booking process for your client.