Let us streamline the flow of your appointments and keep the entire team in sync!
Scheduled Column
In this column, you will see displayed all the appointments that are scheduled in the selected time period (the default is set for Today).
Each appointment card includes the following information:
Appointment status (Confirmed, Pending, Request, No-show, Canceled)
When is the appointment
Appointment details (Service, Date/Hour, Room or Kennel)
Internal comments and notes
Actions (Check-in, Open record, Edit/Reschedule, Mark as 'No show', Cancel)
Patient / Client information and Staff member
📌 Next to the client name, you can see a chat button (this will open the conversation with the client) and a call button.
📌 By clicking on the patient name, you can see the pet/client card that displays a quick overview with the most important information.
Checked-in Column
This column displays all the appointments that have been marked as 'Checked-in'. The same information is displayed on the cards.
The badge on the top right of the card shows the time that has been spent in this stage.
In Progress Column
All the appointments that have an open record or the records that haven't been opened without an appointment will be displayed in this column.
These cards also display the record number and by clicking on it, you will be redirected to that record. The timer on the right corner displays the time that has passed since the record was opened.
The actions available are:
Mark as 'Hospitalized' - this will move the card to the next column and will change the status of the record.
Ready for checkout - this will move the card to the 'Pending checkout' column and will mark the sale/invoice accordingly.
Hospitalized Column
This column displays all the records marked as 'Hospitalized'.
Pending Checkout Column
All the records that have a sale/invoice marked as 'Ready for checkout' will be displayed in this column.
The timer on the right corner shows the time that has passed since they were moved to this column.
The actions available are:
Add payment - this will open the payment screen from where you can collect the pending amount.
Close sale - this will mark the sale/invoice as 'Closed' and move the card to the next column.
Generate invoice - this will open an invoice preview from where you can download or print, or send it via email.
Closed Column
The last column displays all the records that have the sale/invoice marked as 'Closed'. The payment status can be Pending, Partially paid, or Paid and it will be displayed in the right top corner of the card.
From these cards, you can view the invoice, generate the invoice, or add payment if it hasn't been fully paid yet.