Boarding estimate with notes

Boarding estimate with notes

You are able to add a note to the boarding estimate that will be included if you print or email the Estimate.


On the boarding schedule, open/modify an appointment.


Click the Estimate button.


Add your note.


Click Print or Email.


Please note:  The note is not recorded in the database.  It will only display on the printed or emailed estimate.



Estimate note





Estimate note

    • Related Articles

    • Pet Notes per module

      You are able to add module specific pet notes that will only apply to that module.  The pet notes will be automatically populated on the appointment screen and will print on the cards. Open the pet card, Notes tab, Appt Notes tab. Hit Add Note. Check ...
    • Live Access - Estimates for boarding appointments

      You are able to create your own custom Estimate template in Live Access. You can print or email the estimate. To set your template, click on Financial, Estimate Settings. Please note: Only the super admin ID or employees marked as Managers will have ...
    • Boarding deposit report

      The boarding deposit report will list all appointments with a total estimate for the stay, calculate a 50% deposit, show the deposit made and calculate how much, if anything, is due.   Please note:   In order for this report to work, you must hit the ...
    • Schedule notes

      Reports, Boarding, Schedule notes lets you print the notes for the booking, feeding, medication, and exercise. To add the booking note, right click on the appointment and click on Booking notes.  When you add a booking note, it will check the Notes ...
    • Get last for Feedings, Medications, Exercises notes

      You can get feeding, medication and exercise notes from previous appointments for the Boarding module. Right click on the appointment and click Feeding notes, Medication notes or Exercise Notes. Click the Get Last button to pull notes from the ...