- LAST UPDATE: 9/16/2015
PRICING TIER: All
APPOINTMENT VERSION: Single & Multiple
DaySmart Appointments software offers the ability to schedule Customers and their Pets through Site Administration and the Customer View. Pet profiles can be added when creating Customer profiles and when scheduling Appointments in Site Administration, as well as when Customers register through the Customer View and schedule their own Appointments. Data for Pet profiles is also available for use with the DaySmart Appointments Web Services system to make it possible to access the data with other applications and systems.
Contact our Client Services department or submit a Support Ticket through your account if you need the Pet scheduling functionality enabled for your scheduling system.
NOTE: Pets cannot be scheduled for Events at this time.
WARNING: Enabling the Pet scheduling functionality automatically requires Customers to log in prior to making appointments. This means that Customer View Preference #3 will automatically be enabled, and then hidden within the Preferences section when the Pet Scheduling Functionality is enabled.
Scheduling Appointments for Pets through Site Admin
Within the Make Appointment page that opens after selecting a time slot in Site Administration, you have a few options for viewing existing Pets or creating a new Pet for a Customer.
First, select or search for your Customer. Once selected, you can Show Pets to view any existing Pet profiles. After clicking to view the Pets, you can select an existing Pet for the Appointment.
Alternately, you can create a new Pet using the Pet fields that display below the Customer's profile information. Enter the information based on your account's configuration, which may include Pet Name, breed, gender and/or special handling information.
Click Next to continue with the Appointment booking process.
NOTE: Due to the functionality for scheduling Children and Pets being so closely related, it is not currently possible to have both Children and Pets in the same account.
TIP: If you need the ability to schedule multiple Pets for a single Appointment, please ensure that the Multiple Appointments Per Time Slot (MAPTS) version of the software is enabled for your account. An DaySmart Appointments representative can assist you with enabling this version.
Adding Pets to Customer profiles
After searching for a Customer and selecting their name within the Customers tab of Site Administration, Pet profiles can be added by clicking on the Add New Pet link at the top left. The next page will let you type in all the details for the new Pet.
Setting up Pet Types & Complexity Factor Types
Pet Types are added within the List tab of Site Administration. Pet Types can then be selected when editing or creating new Pets within the Customers tab.
Complexity Factor Types are also added within the List tab in Site Administration. Each Complexity Factor Type will show as a check box within the Special Handling field of each Pet's profile.
Registering Pets through the Customer View
Customers will be able to add up to five Pets when registering through the Customer View. After clicking on the submit button at the bottom of the Registration Page, the Customer will log in automatically and start the scheduling process. An example of the Pet information form is included below.
Scheduling Appointments for Pets through the Customer View
Pets added during the registration process can now be selected from the drop down list when scheduling Appointments on the Customer View. Additional Pets can be added by clicking on the Pet Add/Edit link within the Customer View navigation bar.