PawLoyalty - Adding notes to appointments

PawLoyalty - Adding notes to appointments

You are able to add notes or special instructions to the pet card and these will be automatically added to appointments.

To add special instructions, on the pet card, click Edit Profile.



There are three fields but you can click the Add button to add additional ones.  



To add a note, click Add Note on the pet card.



Notes can be flagged as a particular top such as General, Medical, or Customer.



When checking a pet in, the special instructions from the pet card automatically display for this appointment.  You can click Notes to add another instruction just for this appointment.
Click Add and type in your new instructions.
If you check the Save box, it will add this as a special instruction to the pet card.
You can also click to Remove all instructions if needed.



These will now print on the room card.




    • Related Articles

    • PawLoyalty - Waitlist appointments

      PawLoyalty does not have a waitlist schedule to keep these appointments separate. You can create a room called Waitlist to put these appointments in. However, please note that these clients will also receive the confirmation email that the ...
    • PawLoyalty - Making appointments for past dates

      If you need to make an appointment for a past date, on the pet card, click on Historical appointment. This will allow you to choose past dates. Then you can go to that date on the schedule and check the pet in/out. You will be able to put the date of ...
    • PawLoyalty - Booking appointments on the same day

      There may be times when you need to create two appointments on the same day. For example, a pet is checking out this morning but will checking back in later. To book more than one appointment on the same day, you need to select different services. So ...
    • PawLoyalty - Petsitting appointments show duplicated on the employee calendar

      When making a petsitting appointment, you need to choose Morning, Afternoon, or Evening. Otherwise it will show duplicated on the Employee Calendar. Please note: If you make the appointment through the Employee Calendar, you're not able to choose ...
    • PawLoyalty - Recurring appointments do not show on schedule or pet card

      When making recurring appointments, you notice that they do not show on the schedule or pet card. It may take 4-10 hours for the appointments to populate, depending on the queue and length of appointment. Please check the next day to see if the ...