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Make a booking for someone who phoned or walked in

Book a stay on a customer's behalf, step by step.

When someone calls or turns up at the desk, you can book them in yourself. The booking follows the same rules as the website, so you will not double-book a full day by accident.

The New booking screen.
The New booking screen.
  1. Click Bookings, then + New booking. (You can also press Book next to a customer on the Customers page.)
  2. Who is it for? Search by name, email or phone and click the customer. If they are new, press Add them first, create them and their dog, then come back.
  3. Which service? Click the service.
  4. Details: tick the dog (or dogs) and choose the dates. For boarding pick check-in and check-out, for daycare pick the day, and for grooming pick a day and then an open time. Add any add-ons (boarding and daycare only on this screen) and notes.
  5. Payment: choose Will pay at drop-off, Already paid in person, Will send an Interac e-Transfer (if you turned it on) or Customer pays by card now. The card option gives you a secure link, see Take a card payment for a phone booking.
  6. Leave Email the customer a confirmation ticked if you want them to get one, then press Create booking.

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