Creating appointments in Live Access
Creating appointments in Live Access is simple. Here's a quick overview.
From the left-hand menu choose the module you want to create an appointment for and choose "Make Appointment" OR click the "Add" menu item and create an appointment from there. Both bring you to the same place.
Search for the client name or pet name or any info you have. You can do combo searches as well like Tom Smith Fluffy to narrow it down. Select your client, module and start date. If making a multi-pet booking, click the arrow next to each pet you want to select.
In this case here I'm only making a booking for Snickers. Click Go.
This will open up the booking window where you can set all the preferences and apply any other information pertinent to this booking. Be sure to click "Save" at the top before exiting!
Note the warnings are tabs on top of the booking.
Important: If you are making a multi-pet booking, the left side of the booking window will be actions that apply to ALL pets in this booking. The right side of the booking window applies to the pet selected in the tab only.
Related Articles
Getting started using Live Access
Welcome to the Kennel Connection Live Access Getting Started Guide. Here you'll find some helpful info and some links to knowledgebase articles that will help you get the ball rolling. Many want to know what's different about our Live Access VS other ...Live Access - Creating invoices/taking payments
This document will show you how to invoice appointments, take payment, create a cash sale or retail invoice, and how to store a credit card on file. Invoicing appointments You can invoice appointments from several screens. On the dashboard or ...Live Access setup guide (Basic)
Kennel Connection Live Access Setup Guide **This is a Quick setup guide that includes basic instruction. If you would prefer a much more detailed setup guide, please click here to redirect: Kennel Connection Live Access Detailed Setup Guide** ...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 ...Live Access setup guide (Detailed)
Kennel Connection Live Access Setup Guide **This is a detailed setup guide that includes step by step instruction. If you would prefer a basic setup guide, please click here to redirect: Kennel Connection Live Access Basic Setup Guide** Welcome ...