STEP 1: The customer and the animals
If the customer is new:
Click on the button + New customer
Write basic and contact information
The software automatically checks if that email address or ID already exists and shows a warning to avoid duplicate contacts.
If you want to include more information (address, state, etc.), click on More information
To write the information about Privacy/GDPR, click on Privacy
Add the basic information of the animals
(Later, in the animal file you can add more information)
Click on Save and continue to continue with the new booking
If the customer already exists:
Write the name and select from the drop-down
If he already has animals, they will appear on the right. If not, you can add his animals:
In both cases, if the customer has several animals configured, you can select which ones you want to booking.
(If there's information, the button is highlighted in red)
STEP 2:The software checks if that customer has an unpaid invoice, and shows a warning. So, before making a reservation, you will know if the customer has pending payments.
It also displays the client's latest canceled bookings/appointments with the date and reason. You can view more information or check the history of all cancellations by clicking on one of them.
STEP 3: The reservation
Select dates / times of check-in and check-out.
Click on select room and the system will show only the free rooms on those dates
(As you know, you can configure your rooms, assign them the number or name you want and an identifying color)
You can add notes or comments
You can assign a color flag to the booking if you wish to identify it more quickly
Color Flag: You can assign a color to quickly identify a booking/check-in/service/... or a customer/animal/... 
For example:
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STEP 4: Prices or hotel services
One line appears for each animal with the basic service by default, but you can change it and select another
The number of days/nights is calculated automatically based on the dates and times of check-in and check-out
You can configure the billing by days or by nights of stay and the check-out time limit (the stay is increased by 1 day/night).
+ info: Configure by days or by nights
By clicking the Add button, you can include more services
Includes discounts of money in the different services. Just type the amount and select if it's a % or a quantity of money. For example 10 % or $10 discount.
The discount is applied and at the end of each line, you will see the base price (without taxes) with the discount already applied.
You can add more services: transportation, extra pay for special food, VIP room, extra for TV, cameras, etc.
STEP 5: Money advances
If the client pays money, add it in the Advances section and you will see that in the lower part the total money appears, the advances paid and the pending payment.
STEP 6: Print documents and contracts
All the documents that you have configured appear so you can print them and deliver them to the customer.
For example, booking conditions, legal terms, requirements, stay contract, ...
To add new Booking documents, go to the Tools > Documents option and select the type "Booking"
STEP 7: The automatic scheduled reminders
You can add automatic reminders so that on the selected day, the customers receives an email reminder of their bookings. These reminders are sent automatically, you don't have to send them yourself.
You can choose the day you want the notice to be sent, writing a custom date or using the date calculator. If you select 15 days before, the software calculates 15 before the date of the appointment and writes it in the date field. The same if you select 7, 3, 5 ... days before.
(If you select, for example, to send the automatic reminder 7 days before, but there are 5 days until the appointment, logically it can only be scheduled to be sent 4 days before the appointment.)
You can also select the time you want it to be sent from the Time dropdown. If the customer has several email addresses, you can choose which one you want to send it to.
If you select the option "Send me a copy", you will receive a copy in your email.
When you Save, these reminders will be scheduled to be sent on the selected date and time. They will appear here and in the option View> Automatic reminders.
Reminders cannot be modified, but you can cancel the reminder and create a new one.
If you change the date/time of the service, the reminders will not be deleted automatically . You can keep the reminders that you had scheduled or cancel them and create new reminders, as you prefer.
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For example:
If you want, you can delete that reminder and schedule a new one. |
STEP 8: Summary
At the bottom you will see the price always updated.
It appears detailed:
The Base price (without taxes)
The money corresponding to the tax that you have set up
The final price: base + taxes
The money paid (advances)
The pending paiment money
By clicking on Save, the booking is recorded in the software and new buttons appear to:
Send the booking confirmation by email to the customer
Print the booking summary document
Delete the reservation
Make check-in
By clicking on Send the confirmation by email a pop-up is opened so you can see the email that will be sent to the customer. The email, includes the dates and animals. You can also include additional information in the field "Comments".
If the customer does not have an email address, a warning message appears. Set up the email address first, and then you can send emails.
Also apperas a warning if the customer does not have the acceptanceof sending electronic notifications required by the GPRD.
note: If you have made changes, remember to SAVE before doing any other action (print, send the email, etc.) otherwise the information will not be updated in that .pdf, email, etc.
>> + info about the consumption of emails
To make a new check-in, you have two options:
FROM A PREVIOUS BOOKING:
In the option View > Booking > Select the booking and click ok make check-in
A pop-up appears > click ok "Make check-in".
Now, if you want to open the check-in to see it, click on View Details . If not, click on Cancel to close it, and continue maeking more check-ins.
WITHOUT BOOKING. In the option New > Check-in:
STEP 1: The customer and the animals
If the customer is new:
Click on the button + New customer
Write basic and contact information
The software automatically checks if that email address or ID already exists and shows a warning to avoid duplicate contacts
If you want to include more information (address, state, etc.), click on More information
To write the information about Privacy/GDPR, click on Privacy
Add the basic information of the animals
(Later, in the animal file you can add more information)
Click on Save and continue to continue with the check-in
If the customer already exists:
Write the name and select from the drop-down
If he already has animals, they will appear on the right. If not, you can add his animals:
In both cases, if the customer has several animals configured, you can select which ones you want to booking.
(If there's information, the button is highlighted in red)
STEP 2:The software checks if that customer has an unpaid invoice, and shows a warning. So, before making a reservation, you will know if the customer has pending payments.
STEP 3: The check-in
Select dates / times of check-in and check-out.
Click on select room and the system will show only the free rooms on those dates
(As you know, you can configure your rooms, assign them the number or name you want and an identifying color)
If you offer this service: check if the service includes pick up and / or delivery at home
You can add notes or comments
You can assign a color flag to the check-in if you wish to identify it more quickly
STEP 4: Prices or hotel services
One line appears for each animal with the basic service by default, but you can change it and select another
The number of days/nights is calculated automatically based on the dates and times of check-in and check-out
You can configure the billing by days or by nights of stay and the check-out time limit (the stay is increased by 1 day/night).
+ infoBy clicking the Add button, you can include more services
Includes discounts of money in the different services. Just type the amount and select if it's a % or a quantity of money. For example 10 % or $10 discount.
The discount is applied and at the end of each line, you will see the base price (without taxes) with the discount already applied.
You can add more services: transportation, extra pay for special food, VIP room, extra for TV, cameras, etc.
STEP 5: Money advances
If the client pays money, add it in the Advances section and you will see that in the lower part the total money appears, the advances paid and the pending payment.
STEP 6: Print documents and contracts
All the documents that you have configured appear so you can print them and deliver them to the customer.
For example, booking conditions, legal terms, requirements, stay contract, ...
To add new Booking documents, go to the Tools > Documents option and select the type "Check-in"
STEP 7: Summary
At the bottom you will see the price always updated.
It appears detailed:
The Base price (without taxes)
The money corresponding to the tax that you have set up
The final price: base + taxes
The money paid (advances)
The pending paiment money
By clicking on Save, the booking is recorded in the software and new buttons appear to:
Print the check-in summary document
Delete the check-in
Make check-out
Cancel, that is, leave this page without saving the changes
note: If you have made changes, remember to SAVE before doing any other action (print, send the email, etc.) otherwise the information will not be updated in that .pdf, email, etc.
>> + info about the consumption of emails
To make a new exit or check-in (finish the animal's stay at the hotel), you have two options:
Option 1: In the check-in document, at the bottom, clicking on the Make Check-out button
Option 2: In view > check-in > by clicking on the Make Check-out button
In either case, the process is the same. It is about finalizing the aanimal's stay at the hotel. You Can:
Make check-out + pay and invoice directly.
Make only the check-out and make the pay/invoice process later
CASE 1: Check-out + pay and invoice directly
Click on the button check-out, pay and invoice
Review all the information, concepts, customer data, etc. and click pay and invoice
A pop-up opens.If that invoice is exempt from taxes, select the option (Taxes = NO), and the invoice without taxes is generated.
Select the payment method
Click on OTHER to see the rest of the payment methods that you have configured
Write in "Paid" the money that the customer gives you and automatically the calculator shows if money is missing ("pending") or there is money left ("Refund").
If you want to give to the customer any document or contract, you can print it now
At the end, the sale and invoice are automatically generated and you can print it and send it by email.
note: You can configure the format of the invoice's numbering. You do not have to manually write the number of each invoice, the software fills it in automatically so that the invoices are consecutive.
You can view all the sales or invoices in the View > Sales option
CASE 2: Make only the check-out
If you're now making the check-out, but still can't continue with the pay/invoice process, just click the Check-Out button.
This will be very useful if the customer, for example, has not yet come to pick up the animal and pay for the service or if you are going to deliver it at home and at that moment charge the client for accommodation, if the staff in charge of the animals registers the check out in the software and then the customers at the checkout/reception pay the payment for the stay, etc. You can register and check out and leave the room free, and then make the payment and invoice.
To later charge and invoice, in the option View > check-outs > Select it and click on the Pay/invoice button. You just have to follow the same steps as Case1.
In the option View > Sales, you can view all the sales or invoices and you can reprint the invoice or send it by email, if you need it.
IF YOU HAVE MADE A MISTAKE, AND YOU NEED TO "CORRECT" THAT INVOICE
The invoices cannot be deleted or modified, because the legislation does not allow this procedure.
If you have made a mistake when making an invoice (for example the customer you have selected is not the correct one, it's not possible to simply delete that invoice and create a new one or modify it to change the customer. It's necessary to make an Invoce refund. This is a type of invoice that we will use to rectify an ordinary invoice in which we have made a mistake.
When making an Invoce refund, the previous invoice, the payment and the stay/service/sale are cancelled.
Invoce refund and Invoices cannot be deleted. When the invoice is canceled by generating a Invoce refund, it's not possible to delete or "undo" that Invoce refund.
This process is irreversible, for this reason, when you click on the Refund button, the cancellation is not done directly, A pop-up appears for you to confirm that you want to make the Invoce refund. In other words, we have included a double confirmation, so that the Invoce refund is not made by mistake.
As we said before, making an Invoce refund cancels the previous invoice, the payment and the stay/service/sale. To register that stay/service/sale again, it's necessary to enter the stay/service/sale data again and finish it. Once it's finished, you can make the payment/invoice.
When you re-enter the stay/service/sale, it will not be duplicated, because the previous one has been canceled when making the Invoce refund.
Let's see it in an example:
You have selected Juan Gomez, but it is an error, because the correct client is Juan Lopez and you have already make the invoice. How can you solve it?When making the invoice if you see that you have made a mistake, or in the View > Sales option > select the invoice you want and click on it.
Click on the Refund button to making a Invoce refund.
You can write the reason why you make the Invoce refund, for example an error in the customer's data.
This Invoice refund includes reference to the invoice that is being "corrected" (the number and date of the invoice)
You can configure the invoice numbering and the numbering of the refund invoice in the Configuration option.
You can print it or send it by email if you want
Now you can do again de check-in, services or sale selecting the correct data and at the end of the check-out, service or sale, you can make the payment/invoice with the correct data.
>> + info about the consumption of emails
You can add new clients. If you have several apps, you can indicate if you want the customer to be of one type. depending on this classification, you can then filter the customers.
Important: Before adding a new customer, check if it is already annotated in your database using the search engine
More information on ordering and search engines:
Clic here Clic hereWithout leaving this screen, a pop-up window opens to include the customer's data.
By clicking on "more information" it is possible to add additional information (address, cp, location, ..).
You can assign a flag color to quickly identify a customer (VIP, special price, ...)
If you have to comply with the GDPR (New privacy policy), you can directly include this information at the time of adding the new customer and even print the necessary documents to deliver them.
(The documents are configured in the option Tools> Documents, assigning in this case, the type "privacy")
By licking on Save, the customer is added to the system, and you can:
Go directly to to the full customer file (Magic Desk)
Or continue adding new customers if you prefer
All the clients that you have added in the system, you can see them from the option View > Customers. If you select one, your "Magic Desk" will appear, the place where all the information: information about his animals, profitability of that customer, additional information, documents, notices, important information, collection and delivery information and more.
NOTE: CODE field allows you to classify your clients
The CODE field is free, you can put the code you want and you can use different references to classify different types of clients, we give you some examples:
VIP01 for VIP customers or usual customers
001 generic code
F01 Friends customers
.... or any code that is useful to identify your customers.
As you already know, you can sort them as you need:
More information on ordering and search engines:
Clic here Clic hereHere you can add your suppliers of products and services to manage your business expenses: electricity, water, food, payments to employees, etc. Insert all the data and press Accept to save and exit.
Important: Before adding a new supplier, check if it is already annotated in your database using the search engine
If you have several apps, you can indicate if you want the supplier to be of one type. depending on this classification, you can then filter the suppliers.
Without leaving this screen, a pop-up window opens to include the supplier's data.
By clicking on "more information" it is possible to add additional information (address, cp, location, ..).
You can assign a flag color to quickly identify a supplier, as you consider.
If you have to comply with the GDPR (New privacy policy), you can directly include this information at the time of adding the new supplier and even print the necessary documents to deliver them.
(The documents are configured in the option Tools> Documents, assigning in this case, the type "privacy")
By licking on Save, the supplier is added to the system, and you can:
Go directly to to the full supplier file (Magic Desk)
Or continue adding new suppliers if you prefer
All the suppliers that you have added in the system, you can see them from the option See > Customers. If you select one, your "Magic Desk" will appear, the place where all the information: payment information, profitability, additional information, documents, alerts, important information and more.
Here you can add animals of a customer Remember, you must always add the customer first .
Important: Before adding a new animal, check if it is already annotated in your database using the search engine
More information on ordering and search engines:
Clic here Clic hereWithout leaving this screen, a pop-up window opens for you to include the animal's data.
Fill in all the information you want about the animal (name, date of birth, gender, breed, ...). If you click on "more information", more fields appear to fill in even more data about the animal.
You can assign a flag color to quickly identify an animal (VIP, special price, aggressive, ...)
The creation date is the date you have added the animal. By default it is automatically filled, but if you want you can modify it.
If you have several apps, you can indicate if you want the animal to be of one type. depending on this classification, you can then filter the animals.
By licking on Save, the animal is added to the system, and you can:
Go directly to to the full customer file (Magic Desk)
Or continue adding new animals if you prefer
All the aniamls that you have added in the system, you can see them from the option View > Animals. If you select one, your "Magic Desk" will appear, the place where all the information: important information, veterinary data, documents, alerts, ...
By default, there is a list of breeds, but you can add new breeds from the Settings > Breeds.
How to add new breeds?:
Clic here Clic hereTerminology used in the software
Breed and variety: Some breeds have varieties. For example Breed: Poodle | Variety: Miniature
Fur: Smooth coat, double coat, wire coat, long coat, curly coat, ...
Size: mini, small, medium, ...
Spayed: If the animal is Spayed or Sterilized
Microchip: It's a small device that provides your pet with permanent identification.
Veterinary book or pet passport: It's a document that officially records information about an animal and its vaccinations.
Breeder: select yourself (if you are the breeder) or select another breeder from the list. (You can add breeders in the New > breeder option)
Tattoo: in some countries,the tattoo is a valid ID for every dog with a pedigree
Book of origins: In some countries, the book of origins is used to track genealogy and preserve the breed purity by stimulating its conservation and genetic improvements. You can include the number, date and country of inscription in the book.
Here you can add your veterinary contacts.
Insert all the veterinary's data and click on the Save button to exit.
Important: Before adding a new veterinary, check if it is already annotated in your database using the search engine
More information on ordering and search engines:
Clic here Clic here
Without leaving this screen, a pop-up window opens to include the veterinary's data.
By clicking on "more information" it is possible to add additional information (address, cp, location, ..).
You can assign a flag color to quickly identify a veterinary, as you consider.
By licking on Save, the veterinary is added to the system, and you can:
Go directly to to the full veterinary file (Magic Desk)
Or continue adding new customers if you prefer
All the veterinaries that you have added in the system, you can see them from the option See > Customers. If you select one, your "Magic Desk" will appear, the place where all the information: payment information, profitability, additional information, documents, alerts, important information and more.
Revenue is automatically recorded when check-outs occur, and it is also possible to record expenses in the software.
Before including a new expense, it is necessary for the supplier to be in the system. You can add the supplier if it is new, or select it if it already exists.
When the supplier is selected, all the information will appear at the top.
By clicking on the name of the supplier, the supplier tab is open in a new browser tab
By clicking on the supplier's icons, it is possible to view and edit the notes and important information.
(If they contain information, the icon are red).
If the supplier have unpaid invoices, they will appear in the right area.
(Clicking on the small arrow icon, you can see the unpaid invoce.
By clicking on the Save button, will save the purchase/expense in the database.
TAGS:
dog hotel reservation | canine hotel booking | kennel reservations | dog kindergarten reservations | animal travel software | how to organize animals data | animal supplier software | animal software | veterinary software | hotel expenses program | manage animal expenses
