STEP 5. SERVICES


The csutomer can request an appointment and when that date arrives, bring the animal to the center for the training/education service.

But you can also provide service without the csutomer having requested a prior appointment.



ADD AN APPOINTMENT


Let's create our first trial appointment together:

  • You can do it in the option New > Appointment or in the option View > Planning and click on the button

  • CUSTOMER: Search for the csutomer and select them or if they don't exist, quickly add the csutomer and their animals.

  • DATE AND TIME: Select the date and time.

  • TRANSPORT: You can select if there is pickup and/or home delivery service.

    program transport animals pickup and delivery

    Pickup/delivery will be automatically added in the planning for that day.

    You can access the planning directly from here to check availability, for example.

  • EMPLOYEE: You can select the employee to whom you assign the appointment.

  • NOTES and COLOR TAG: You can write notes or comments for yourself.

    You can assign a color tag to identify that appointment, if you wish.

  • SERVICES: It is not necessary to fill in anything else to save the appointment. But if you want, you can already select the services or rates (training or education session, transportation, ...)





reserva adiestramiento

How to configure documents


The Transport option corresponds to the Transport software. If you do not have this software, it will appear inactive.


animal transportation software
Check more information



START THE SERVICE


Previously, we have scheduled a trial appointment together, and now we are going to start a service.


If you already have an appointment:



If you don't have an appointment:




FINISH THE SERVICE


When you finish the training/education service, you can choose if you want to:

  1. Not charge/invoice

  2. Charge/invoice now

  3. Charge/invoice in the Store software


If you don't charge/invoice, it will have a status. You will see in the option View > Services that it has the status "Pending charge/invoice". You can charge/invoice this service later.

To charge for a service, click on and select the option you want:



  • Click on and then on


    dog grooming configure rates
  • If this sale is tax-exempt, select the option (Taxes = NO), and the invoice will be generated without taxes.

  • Select the payment method (You can configure all the payment methods you want)

  • Enter the amount paid by the customer in "Paid", and the calculator automatically shows if there is a shortage ("Pending") or surplus ("Return").

  • To finish, click on

  • The invoice is automatically generated and you can print and send it by email.


Remember that you can configure the numbering format you want the invoices to follow. You don't have to manually write the number of each invoice, the software fills it automatically so that the invoices are consecutive.


  • Click on and then on

    A pop-up window will appear to confirm that you want to end the service.

    The Pet Shop software has been opened and the service has been added to the ticket.

  • You can add products to the ticket

  • Add if you want to charge for other services such as accommodation, grooming, puppies, etc.

  • Click on Charge to complete the sale. You can find more information in the help section about the Pet Shop area





START THE SERVICE


Earlier, we created a test appointment together, and now we're going to start a service.

If you already have an appointment:


If you don't have an appointment:



FINISHING THE SERVICE


When you finish the training/education service, you can choose whether you want to:

  1. Not charge/invoice

  2. Charge/invoice now

  3. Charge/invoice in the Store software


If you don't charge/invoice, it will have a status. You will see in the option View > Services that it has a status of "Pending charge/invoice". You can charge/invoice this service later.

To charge for a service, click on and select the option you want:



  • Click on and then on


    dog grooming configure rates
  • If this sale is tax exempt, select the option (Taxes = NO), and the invoice will be generated without taxes.

  • Select the payment method (You can configure all the payment methods you want)

  • Enter in "Paid" the money the csutomer gives you, and the calculator automatically shows whether there is a shortage of money ("Pending") or excess money ("Return").

  • To finish, click on

  • The invoice is generated automatically, and you can print and send it by email.


Remember that you can configure the numbering format you want the invoices

Remember that you can configure the numbering format you want the invoices to follow. You don't have to manually write the number of each invoice, the software automatically fills it in so that the invoices are consecutive.


  • Click on and then on

    A pop-up window will appear to confirm that you want to finalize the service.

    The pet shop software has been opened and the service has been added to the ticket.

  • You can add products to the ticket

  • Add if you want to charge also services such as accommodation, grooming, puppies, ...

  • Click on Charge to finalize the sale. You can find more information in the help section about the Pet Shop area





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