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 ...
PawLoyalty - Assigning employees to add on services
When adding an add-on groom service to an appointment, PawLoyalty will assign it to the first employee available that has that service assigned to them. You can change who the service is assigned to by moving the appointment on the Employee Calendar. ...
PawLoyalty - Sort order of employees on Employee calendar
The Employee Calendar will show in alphabetical order. However, it shows groomers and trainers first, and then general employee afterwards in alphabetical order. In our example, Andy is set as a general employee so he will show after the groomers and ...
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 ...
PawLoyalty - Error when adding appointment
There may be times when you get an error when making an appointment. Some examples are: Object reference not set to an instance of the object No Employees available for service Price has not been set for service String was not recognized as valid ...
PawLoyalty - Undo a cancelled appointment
You are not able to undo a cancelled appointment. You will need to add it again. If this is an appointment for a future date, add a New appointment. If this is an appointment for a past date, add a Historical appointment.
PawLoyalty - Not able to transfer pets into another room
If you are not able to transfer pets to another room, verify the setup. Click on PawLoyalty, Administration. Click on Resources. Find the room and click Edit. If this room is set to Private, that means only pets of the same family will be able to be ...
PawLoyalty - Rooms do not show as available when making appointments
If rooms do not show as available when making appointments, verify the setup. First, click on PawLoyalty, Administration. Click on Resources. Find the room and click Edit. Verify it is set to the correct type of room. If this was set incorrect, you ...
PawLoyalty - Creating rooms
Use these steps to add regular rooms or overflow rooms. Click on PawLoyalty, Administration. Click on Resources. Click on Add Room. Choose a name. Count - This is how many rooms will be created. If I put 5 here, it will create Overflow room 1, ...
PawLoyalty - Adding pets to past training classes
You are not able to add pets to training classes that have already started. In this case you can create a generic training service called "Late Group Registration", for example. Then you can book the pet for this service and have the income show on ...
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 - Setting up automated emails
You can setup automated emails for birthdays, appointment reminders, expired vaccinations, reservation requests, package and credit thresholds, and many more options. Please note: You are not able to dictate what time automated emails are sent. They ...
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 - 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 - 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 - Removing runs
Runs can only be removed by Development. Please submit a request to Support@SoftwareConnectionLLC.com You can mark these runs as unavailable in the meantime. This link will give you the steps: PawLoyalty - Marking runs as not available
PawLoyalty - Marking runs as not available
You can set runs to not be available for appointments. Click on Calendar, Run Transfer. Click on Run Transfer. Double click on the run you'd like to mark as not available. Choose the reason in the drop down then click on the calendar to choose the ...
PawLoyalty - Change boarding room for pet
You can change the pets boarding room by going to Calendar on the left hand side and then clicking run transfer. From there you will select the date that the reservation starts. Click on the pets name and drag and drop them to the room you would like ...
PawLoyalty - Quick check in for Daycare
You can quickly add up to 15 pets to the Daycare schedule by using the Quick Check in option. Click on Quick Check-in. Type in the pet name and choose it from the menu. You can add up to 15 pets. Click Next. The next screen will show you their ...
Recent Articles
Cloud - Default services
On the pet card, you are able to add default feedings, medications and exercises so that they load onto every appointment made for this pet. This is a great time saver if the pet gets the service every time. Important: If you add/modify/delete ...
Live Access - Default Services
On the pet card, you are able to add default feedings, medications and exercises so that they load onto every appointment made for this pet. This is a great time saver if the pet gets the service every time. Please note: Default services will load ...
PawLoyalty - Using Custom Icons
Custom Icons allows you to flag accounts and quickly see information by viewing an icon. For example, you can set an icon to alert you about an arthritic pet, a client who has special instructions, a pet who has food allergies, and so on. Click on ...
PawLoyalty - Using report cards
Click on PawLoyalty, Administration. Click on Report Cards. This is where you setup the content that is available to be added on report cards. Click Configure on the module you want to edit. Add title and subjects. Add subjects that you can create ...
PawLoyalty - Disable Online Bookings
When you are ready to turn off OLR through PawLoyalty, click on PL and Administration. You'll need to do these steps for Current Customer Services in Widget and New Customer Services in Widget. Uncheck all of the options and hit Save. Next, click on ...