Skip to content Skip to main navigation Skip to footer

Create a Booking or Subscription on Behalf of Existing Clients

There are multiple ways to create a booking on behalf of existing clients.

Note

To learn how to make bookings on behalf of new clients, please see ‘Create a Booking on Behalf of New Clients’.

Within the Calendar Module

  1. Click on any space within the Calendar
  2. Under Product: Select the specific service or membership you would like to book for the customer
  3. Fill in the Date and Time
  4. Enter the Client name
  5. Tick the Pets you are booking for
  6. Confirm booking
  7. If you are making long-term repeated bookings e.g. 52 weeks, we recommend ticking the Disable notifications box

Within the Bookings Module

  1. The client must have existing bookings; the benefit of this way is it will pre-fill the Service, Client and Pet information
  2. Search the Client or Pet name within the Search bar
  3. Hover over their existing booking and click the button
  4. Click on New Service from the drop down list
  5. Under Product: Make sure the pre-filled service is correct
  6. Fill in the Date and Time
  7. Ensure the pre-filled ticked Pets is correct
  8. Confirm booking
  9. If you are making long-term repeated bookings e.g. 52 weeks, we recommend ticking the Disable notifications box

Within the Pets Module

  1. The benefit of this way is it will pre-fill the Client and Pet information
  2. Search the Client or Pet name within the Search bar
  3. Hover over the pet/client and click the button
  4. Click on New Service from the drop down list
  5. Under Product: Select the specific service you would like to book for the customer
  6. Fill in the Date and Time
  7. Ensure the pre-filled ticked Pets is correct
  8. Confirm booking
  9. If you are making long-term repeated bookings e.g. 52 weeks, we recommend ticking the Disable notifications box

Note

If you click ‘Confirm’ and you see the message ‘fetching a ball’, please check that the customer has a card attached to their profile; a small card icon will be pictured under the client profile (not the pet profile). If the card is attached, and you are charging the client immediately (pre-paid) it could mean that the client does not have sufficient funds in their account and therefore payment cannot be taken. If you see a card on file, and you have checked with the customer that they have sufficient funds, and you are still seeing a ‘fetch’ message, please contact Collar Support via Slack or email: support@collar.pet

Was This Article Helpful?