Making Notes on Reservation, Appointment, or Service

Operating Procedure

When booking a reservation or appointment:

For boarding or daycare, add notes to the 'Booking Notes | BUSINESS ONLY' section.
For grooming, add notes to both the 'Booking Notes | BUSINESS ONLY' section', AND the 'Service Notes' section.
- Note: the 'Service Notes' section is visible to customers through the online portal.

Adding notes to ADDITIONAL SERVICE when booking a reservation or appointment:

To add a note to an additional service, select the desired additional service and write the note here:

Adding notes to an existing reservation or appointment:

Navigate to the desired reservation or appointment.
Click the pencil icon at the top right of the screen.
Select 'Edit Booking Details'
- For boarding or daycare, add notes to the 'Booking Notes | BUSINESS ONLY' section.
- For grooming, add notes to both the 'Booking Notes | BUSINESS ONLY' section', AND the 'Service Notes' section.
Press 'Save' at bottom of screen to save.

Adding notes to an existing additional service:

Navigate to the desired reservation or appointment.
Open the 'Services' tab.
Select the menu button (three lines, looks like a hamburger), next to the desired additional service.
Select 'Edit Service'.
Write any notes under the 'Service Notes' section.