Manually Adding an Appointment

This guide outlines the internal process for manually adding client appointments through the system. Follow these steps carefully to ensure appointment records are clean, accurate, and properly tagged.

Steps to Add an Appointment

1. Verify Primary Pet

   • Confirm that the correct Primary Pet is selected in the contact profile before proceeding.

2. Apply the Tag

   • Add the tag: Appointment_transfer
     (This tag helps track manually added appointments.)

3. Click “Add Appointment”

   • Navigate to the client’s profile and click the Add Appointment button.

4. Choose the Correct Service Calendar

   • Select the appropriate Service Calendar based on the service being scheduled.

5. Update Appointment Title (only if multiple dogs)

   • If the client has two or more dogs, type a custom appointment title to reflect that (e.g., "John Smith – Bella & Max").

6. Adjust Duration (Double It)

   • Extend the duration to 2x the standard time to accommodate the extra dog(s).

7. Set Date and Time

   • Choose CUSTOM date and time, and apply it manually based on availability and client preference.

8. Set Status to “UNCONFIRMED”

   • Mark the appointment as UNCONFIRMED so the team can follow up and confirm with the client.

9. Click “Book Appointment”

   • Save and book the appointment once all fields are filled in.

Tips & Best Practices

• Be sure to double-check the pet and contact info before booking.

• Always use the Appointment_transfer tag for tracking and reporting.

• Use a descriptive appointment title when more than one pet is involved to avoid confusion in the calendar.