Making, changing and completing appointments, and managing your diary.
Booking an appointment from the diary: picking the customer, animal, service, staff member and time, and sending a confirmation.
Changing a booking's time, staff member, service or price, texting the customer the new time, and moving a prepayment.
Marking a booking complete: recording what was done, taking payment, and how it feeds your reports.
Cancelling a booking, what happens to prepayments and deposits, and cancelling one pet from a multi-pet visit.
Accepting online booking requests from the dashboard, moving them to a better time, and handling offline deposits on accept.
The diary's five views (Calendar, Week, Day, Staff and List), switching between them, and where appointment colours come from.
Setting up custom fields to record extra details on bookings, such as kennel numbers or collection times.
Booking several of one customer's pets into a single visit: prices, timing, billing, reminders and online requests.
Setting up hourly work on many animals at once, such as a breeder or cattery visit: a £0 service, one visit for every animal, and adding the hours.
Running mobile services: client addresses and notes, collection and drop-off points, and directions between jobs.
Why PetDesk sometimes offers a usual price and length for an animal and service, when it appears, and how to use or ignore it.
Blocking out diary time for lunch, deliveries or time off, for one staff member or everyone, once or every week.
Adding closures for bank holidays, training days and other days the whole business is shut.
If you can't find the answer here, raise a ticket from inside PetDesk and it comes straight to us.
