Create and Edit Bookings

When To Use This#

Use this to book a service for a family and dog from the staff app, or to change an existing booking.

Before You Start#

• Confirm that you have access to create or edit bookings. If an expected action is

missing, ask an owner or admin to review your access on the Access page.

• Have the family, dog, service, and date or time ready. Boarding also needs a

pickup date after the drop-off date.

Start From The Schedule#

Open Schedule and select the day you want to work with before choosing Create Booking. The selected day becomes the starting date in the booking drawer. On mobile, moving between Today and Schedule keeps the selected day.

Create A Booking#

1. Choose the family, dog, and service.
2. Enter the timing requested for that service:

• For grooming, choose a date and an open appointment time.
• For boarding, choose the drop-off date and a pickup date at least one day later.
• For other services, choose a date and time.

1. Choose any available reservation add-ons. When one choice is required for every

stay date, choose each date separately. If the same option applies throughout the stay, use the every-day shortcut first, then change individual dates only when the care differs.

1. Add notes when the team needs more context.
2. If you are deliberately booking outside published special hours, enter the

approved reason in Special-hours exception reason. Leave it blank for a normal booking.

1. Review the family, dog, service, dates, add-ons, and notes, then choose **Create

booking**.

Your in-progress dates, notes, and add-ons stay with the draft while you search or move through the drawer. Closing and reopening the drawer on the same Schedule view also resumes the draft in that browser tab. The draft is cleared after a successful booking or when you sign out. If you change the family, dog, or service, review the reservation add-ons because choices tied to the previous service are cleared. Changing only the stay dates keeps choices that remain in range, removes choices used only on deleted dates, and leaves newly added dates for you to answer.

Fix A Boarding Date#

The pickup date must be after the drop-off date. If it is missing, the same as drop-off, or earlier than drop-off, the drawer shows the problem next to Pickup date and keeps the values you entered. Choose a later pickup date, review the per-day add-ons, and submit again.

Other validation messages also return you to the same booking draft with the entered dates, notes, special-hours reason, and add-ons available for correction.

Edit A Booking#

Open the existing booking, edit the available details, review the result, and save. Editing a saved booking is separate from resuming an unfinished new-booking draft.

What Happens Next#

The booking shows on the Bookings board and the Schedule for its day. Confirm the success message after creating or editing.

Troubleshooting#

• If Create Booking or an edit action is missing, ask an owner or admin to review

your access on the Access page.

• If a service or time is rejected, it may no longer be available or the time may

be invalid. Choose another available option.

• If the selected day is not the one you expected, close the drawer, select the

correct day on Schedule, and start again from that view.