With online booking available to your customers 24/7 on any screen, your front desk staff will likely find they are taking fewer reservations over the phone or in person than they used to. However, we know that not every customer wants to book online and some offers may only be available via calling your front desk.
Which Users Can Make a Front Desk Booking
Any employee with an active account (including administrators, managers, and employees) at your facility can add a new booking for a customer.
When making a booking at the front desk, the employee starts by looking up a customer, saving time entering pet and customer details.
Employees will have access to information not shown to customers, such as occupancy rates and rules affecting the availability of each offer.
How to Start a Daycare Booking
From the navigation menu on the left side of the Operating System, choose the "New Booking" button.
If your facility offers both boarding and daycare, select the type of booking you want to make. (Note - your facility might use different labels for boarding and daycare.)
Step 1: Returning vs New Customer
Returning Customer: Search by the owner's name, phone or email to return all the pets for the customer.
New Customer: Select Make a New Customer Reservation to type in required pet information.
Step 2: Defining Pets
Returning Customers: indicate if each dog is attending daycare or not
New Customers: Enter Name, Breed, and Weight for each dog
You can add additional pets by choosing "Add Pet"
If you require behavior evaluations, you can schedule the evaluation while booking this reservation.
Returning pets who have failed a behavioral evaluation will have an indicator. As a facility employee, you may still choose to include them in the booking.
Step 3: Defining Dates & Booking Details
Select the daycare offer type you wish to book
Use the calendar control to select individual dates. As a facility employee, you have the option of selecting dates that may be unavailable to customers due to capacity, hours, or availability of behavioral evaluation times.
New Pets: If any pets have not yet completed a behavioral evaluation, you can schedule one now
New Customers: add contact information including name, address, phone, and email.
After you've entered all the booking details, choose 'Complete Booking' to navigate to the Invoices & Payments page where you can add a deposit and confirm the booking.
Step 4: Confirmation & Deposit
The new booking remains unconfirmed until you have chosen to confirm the reservation on the Invoices & Payments page.
You have a number of options to select from:
Pay Now
If the customer has booked online or their credit card has been saved by a front desk member
"Saved Card" will allow you to pay with a card that was previously used. You can confirm the last four digits
If the customer is at the front desk
"Swipe/Insert/Tap" will allow the customer to pay via credit card at the terminal onsite.
Click the orange "Pay $X.XX" and your customer can tap or insert their card for payment
You can "Save Card for Future Use" so the customer doesn't have to tap in the future
"Cash" will mean that you are collecting cash for that payment
If you are taking a reservation over the phone and there is not a credit card saved
"Manual Entry" will allow you to collect that credit card information
Click Pay $X.XX and you will move to the following screen to collect payment information
If you wish to forego deposit, select "Collect payment in person at facility"