Appointments

Appointments is the day-to-day list for the shop you are signed into. Another location’s visits do not appear here.

Where a visit comes from

Two paths land in the same list.

Book on the public site. The form creates a Pending row and a customer, matched by email. Vaccination files they attached are on the visit. You do not retype the request.
New appointment, for walk-ins and phone calls. You pick the customer, the pets, the date, and the notes. You can also click a day on the month grid and add a visit for that date.

Find a visit

Search matches the customer, the pet, and the notes. It does not search another shop.
Filter by status: Pending, Confirmed, Cancelled, or Closed.
Sort the table by Date, Created, Customer, or Status.
The month grid is the same visits, not a second calendar. A day with bookings shows them. Clicking the add control on a day starts a new visit for that date.

Inside one visit

Open a row. You see the pets on that visit, the services they asked for, notes, vaccine or intake files, and who is assigned. Assigning a staff member is a name on this visit. It does not change their login role.

Pending means requested, not accepted. Confirmed means the shop accepted it. Cancelled means it will not happen. Closed means it is done.
Confirm and cancel can send an email. A compose window opens first. Edit the subject and body, then send. Nothing goes out just because you changed the status.
Visit update email is for after the work: photos, video, or a note. You review that message too. Deleting an update removes it from the visit and cannot be undone.
Remove pet from this visit only unlinks that pet from this appointment. The pet stays on the customer profile.

Export and roles

Export downloads this shop’s appointments. Owner and Manager only. Front desk and Groomer / Care do not see it.

Owner and Manager — create and edit visits, confirm or cancel, delete, export, and send visit updates.
Front desk — create and edit, and confirm or cancel. They cannot delete a visit or export the list.
Groomer / Care — can open the list and send visit updates with photos. They cannot edit the booking, change its status, delete it, or export.

Next: Customers