Let's create our first test appointment together:
You can do this by selecting New > Appointment or View
> Planning and clicking on the button
CLIENT: Search for the client and select them or, if they do not exist, quickly add the customer and their animals.
DATE AND TIME: Select the date and time.
TRANSPORT: You can select whether there is a pickup and/or delivery service.
Pickup/delivery will be automatically added to the planning for that day.
You can access the planning directly from here to check availability, for example.
NOTES and COLOR LABEL: You can write notes or comments for yourself related to this appointment.
You can assign a color label to identify this appointment, if you wish.
You can select the type and a brief reason (check-up, surgery, emergency, ...)
APPOINTMENT REMINDERS: You can schedule automatic reminders so that, on the selected day, the customer receives an email reminder of their appointment. They will be sent automatically, you don't have to send them yourself.
Add as many reminders as you like by clicking the ADD button.
MORE OPTIONS: At the bottom, you have the options available:
Delete/Cancel the appointment
Print the appointment summary
Print Ticket the appointment summary in ticket format
Send email to your customer with the appointment summary
Waiting Room you can move the appointment to the waiting room
Start consultation you can start the consultation
The Transport option corresponds to the Transport software. If you do not have this software, it will appear inactive.
