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:

  1. 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.

  2. 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.