Appointments FAQ

Click on the appointment you wish to cancel directly on the calendar grid, OR

Click the 3-bar menu on the left, select Appointments, and choose the desired appointment from the list.

Once the appointment details panel opens on the right, click the Other Actions button near the bottom left of the panel.

From the pop-up menu, select Cancel Appointment (displayed in red).

A confirmation window will appear asking:
​“Are you sure you want to cancel this appointment?”

Type a reason for cancellation into the text box provided.

Click the Confirm Cancellation button to finalise the process.

Click on the existing appointment block on your calendar grid, OR

Click the 3-bar menu on the left, select Appointments, and choose the desired appointment from the list.

When the appointment details panel slides out on the right, click the pencil icon on the service you need to modify under the Services/Products section.

An Edit Service pop-up window will appear.

You can update details such as:

After making your adjustments, click the Save button at the bottom right of the pop-up window to apply your changes.

Go to Calendar → Click + Create in the top left → Select New Appointment.

In the right-side panel, use the search bar to find and select the customer and their pet.

Under Select Services or Products, choose the required service.

Scroll down to Payment Request to set up deposit details, if needed.

Click the Create & Confirm button at the bottom right.

Check that the new appointment appears on your calendar grid.

Click on the appointment block you want to remove on your calendar grid, OR

Click the 3-bar menu on the left, select Appointments, and choose the desired appointment from the list.

When the appointment details panel slides out on the right, click the Other Actions button near the bottom left corner.

From the pop-up menu, click Delete Appointment (displayed in red).

A confirmation window will appear warning that this action cannot be undone.

Click the red Delete button to permanently remove the appointment from the system.

Go to Calendar → Click + Create in the top left → Select New Appointment.

In the right-side panel, select the customer, pet, and service.

Click the blue Doesn't Repeat link located just below the appointment time at the top right of the panel.

In the Repeat This Appointment pop-up, configure:

Click Next.

Check the generated list of appointment dates.

Uncheck any specific dates you wish to skip.

Click Create Repeating Schedule.

Click Create or Create & Confirm at the bottom right of the main panel to finalize the recurring booking.

Click on the appointment you want to reschedule on the calendar grid, OR

Click the 3-bar menu on the left, select Appointments, and choose the desired appointment from the list.

Once the details panel opens on the right, click the Other Actions button near the bottom left corner.

Select Reschedule Appointment from the pop-up menu.

A blue banner will appear at the top prompting: “Select a date & time to reschedule the appointment to”.

Click the new desired time slot directly on the calendar grid.

A confirmation window will display the old and new appointment details.

Verify the New Appointment Date and New Appointment Time, then click Confirm Reschedule.

A green success message will appear at the bottom left, and the appointment block will be moved to its new slot on the calendar.

Click on the appointment you want to relocate on the calendar grid, OR

Click the 3-bar menu on the left, select Appointments, and choose the desired appointment from the list.

Once the appointment details panel opens on the right, click the Other Actions button near the bottom left corner.

Select Relocate Appointment from the pop-up menu.

In the Would you like to relocate this appointment? window, click into the Relocate to: search box.

Select the new location from the drop-down list (e.g., Pawfect – Manchester).

Note the system warning: if the currently assigned staff is unavailable at the new location, you may need to manually reassign a staff member.

Click the Relocate button to finalize the move.

Click + Create in the top left → Select New Appointment.

In the right-side panel, search for and select the customer and their first pet.

Choose the required service for that pet.

Click the Add Pet + button next to the first pet’s name at the top of the panel.

Select another existing pet from the drop-down list (e.g., Cooper), OR click + Add New Pet to create a new profile.

Click on the individual tabs for each pet (e.g., Maki and Cooper) just below their names to ensure the correct services are selected for each pet.

Click the Create & Confirm button at the bottom right.

Verify that the new appointments appear on your calendar grid.

While creating a new appointment or viewing an existing appointment, locate the chosen service in the Services section of the right-side details panel.

Click the pencil (edit) icon inside the service box.

The Edit Service pop-up window will appear on the screen.

Click the Assigned Staff drop-down menu at the bottom of the pop-up.

Select the desired staff member from the list of available employees.

Click the Save button in the pop-up window.

Finalize the booking by clicking Create & Confirm in the main panel.

Click on the appointment you want to mark as completed on the calendar grid, OR

Click the 3-bar menu on the left, select Appointments, and choose the desired appointment from the list.

Once the appointment details panel opens on the right, click the current status badge (e.g., green Confirmed button) at the top right.

Select Completed from the drop-down menu.

A confirmation window will appear asking:
​“Are you sure you want to mark this appointment as 'Completed'?”

If the system detects the appointment is still unpaid, a Payment window will appear.

Select a payment method (e.g., Cash) and click Mark As Paid.

Once fully paid, click the dark Mark As Complete button on the final prompt.

The appointment block will update to blue on the calendar grid.

The status will display as Completed, and a green success message will appear at the bottom left of the screen.

Click on the appointment you want to review on the calendar grid, OR

Click the 3-bar menu on the left, select Appointments, and choose the desired appointment from the list.

Once the appointment details panel opens on the right, click the Activity Log icon (a clipboard with a small clock) at the top right of the panel, just left of the X.

The panel will display the Appointment Activity timeline, showing:

Click on the appointment you want to invoice on the calendar grid, OR

Click the 3-bar menu on the left, select Appointments, and choose the desired appointment from the list.

Once the appointment details panel opens on the right, click the Other Actions button near the bottom left corner.

Select Send Invoice from the pop-up menu.

A green success message stating “Invoice has been sent to the customer” will appear at the bottom left of your screen to confirm the action.

Click on the appointment you want to request payment for on the calendar grid, OR

Click the 3-bar menu on the left, select Appointments, and choose the desired appointment from the list.

Once the appointment details panel opens on the right, click the Other Actions button near the bottom left corner.

Select Set Payment Request from the pop-up menu.

In the Payment Request window:

Click the dark Set Payment Request button at the bottom of the window to finalize and send the request.

Click on the appointment on the calendar grid, OR

Click the 3-bar menu on the left, select Appointments, and choose the desired appointment from the list.

In the right-side details panel, scroll down to the Internal Notes section.

Ensure the Appointment Notes tab is selected.

Click the + Add Appointment Note button.

A text box will appear—type your desired note into the field.

Click the blue Save Note button to attach the note to the appointment.

Click on the appointment on the calendar grid, OR

Click the 3-bar menu on the left, select Appointments, and choose the desired appointment from the list.

In the right-side details panel, scroll down to the Appointment Notes section.

Click directly on the existing note you wish to modify.

A pop-up window displaying the note will appear.

Click the dark Edit Note button.

Update the text in the text box as needed.

Click the Save Note button to apply your changes.

Click on the appointment on the calendar grid, OR

Click the 3-bar menu on the left, select Appointments, and choose the desired appointment from the list.

In the right-side details panel, scroll down to the Appointment Notes section.

Click directly on the existing note you want to remove.

When the note pop-up window appears, click the red Delete Note button to permanently remove it from the appointment record.