How to create a booking on behalf of a client

Create a booking lets you schedule a service for a client’s pet directly from the Calendar view or from any client/pet list.

Before You Begin

– Ensure you have at least one client and pet record in the system.
– Services must be set up with appropriate time slots (single‑slot or recurring) before you can schedule them.

How to create a booking

1. Open the Calendar view — Navigate to the Calendar module on your dashboard.
2. Select a date/time — Click or tap any empty day or time slot. This opens the New Booking modal.
3. Search for the client — Type the client’s name in the search field and select the correct record.
4. Choose the pet — From the client’s pet list, pick the pet that will receive the service.
5. Select the service — Pick the desired service from the dropdown.
6. Set the date and time — The date and time you clicked are pre‑filled; adjust if needed.
7. Choose slot type — Select Single slot for a one‑off appointment or Recurring for repeat services, then configure the recurrence pattern.
8. Confirm the booking — Review the details and click Confirm Booking.

Alternative entry points

• From a client or pet list — Click the (+) button next to a client or pet name and choose New booking. Follow steps 3‑8.
• From an existing booking — Open an existing booking and select Create new booking from this. The new modal pre‑populates the client and pet fields, allowing you to modify date, time, or service as needed.

Important Information

Note: Single‑slot services require a schedule to be defined beforehand; otherwise the slot will not appear in the calendar.

Tip: Using the “Create new booking from this” option saves time when you need to book multiple appointments for the same client and pet.