Create a Booking
Step through the create-booking form — customer and pets, services, address and transport, and payment.
Creating a booking schedules an appointment for a customer's pet (or pets). This guide walks through each section of the create-booking form in the order it appears.
To begin, open the Bookings list and click Create (or select a slot directly from the calendar view).
Customer and Date#
Choose the customer the booking is for, then set the date and time of the appointment.
Pets and Services#
Select which of the customer's pets are included in the booking, and the service for each pet:
- Each pet gets its own order — a pet paired with one main service (for example, a Full Groom) and any extra services added on top (like a nail trim or teeth cleaning).
- A pet must already exist on the customer's profile before it can be booked — add pets from the customer's Pets tab if needed.
- The service list only shows services that apply to that pet's type and support this kind of booking.
Address and Transport#
Select how the pet(s) will get to and from the booking:
| Transport mode | What it means |
|---|---|
| None | The customer brings the pet in and collects it themselves — no address required. |
| Collect and deliver | Your team collects the pet from, and returns it to, the customer's address. |
| Other configured modes | Any additional transport options your business has set up under Transports. |
If transport isn't set to None, select the customer's address for the booking — this is where the pet will be collected from and/or delivered to.
Payment#
Select how the customer will pay for the booking (for example, cash, card, or EFT). The payment method chosen here determines what the booking's state shows once payment is collected — see booking states.
If the customer has an active voucher, it can be applied to the booking to discount the total before payment.
After You Create the Booking#
Click Create to save. The booking appears on the Bookings list and in the calendar view immediately.
Manage it any time from the Bookings list, or use the calendar view to see your day at a glance — reschedule, move, cancel, or update its state as the appointment progresses.