Creating bookings


Overview

Create bookings, new customers and pets are almost effortless in Animalo.

You are never required to know all the information about the customer or pets upfront, you cannot create more bookings then you have room and you can easily add more extras to a booking.

Creating a booking

The Add booking button is visible at all times in the menu on the top left.

To create a booking, you press it once after which you will see the form.

Booking and pet type

To start you have to select the type of booking, you can choose between daycare or overnight stays.

Before you can make bookings you need to setup either room types or daycare spots.

After you select the booking type, you need to choose the pet type.

Every booking can only have a single pet type.

Now that you have selected the booking type and pet type, we can proceed to the next page.

Customer and pets

Here you will have to select the customer and pets.


Customer

If the customer exists, you can start by typing the customer name or e-mail in the customer field.

When a match is found, it will display below, and all you have to do is click on the name.

If the customer does not yet exist, you can click "Create new" and fill in the customer details.

After saving the new customer, it will automatically be selected.


Pets

Now that we have selected our customer we need to select the pets.

Depending on your configuration this can be one or more.

After you selected a customer and the customer already has pets of the chosen type in the first part of the booking it will automatically display.

If the customer has one pet, it is selected automatically. If the customer has multiple pets, all you have to do is click the pets you want to create the booking for.

If there are no pets yet, you click "Create new" and fill in the name of the pet (and other details if required).

After saving the new pet it will be selected automatically.

You can now proceed to the next page.


Booking period

On the calendar, you can see all the available dates. This is already updated to the following rules:

  • All fully booked dates are greyed out;
  • All availability rules are greyed out;
  • You can see orange backgrounds on your closed days.

To select the dates you click on the start day and the end day.

For daycare bookings, you click all the days to book.

When you select dates Animalo will double-check the availability and show you a success message when available rooms are there.

After you click "Next: Room type" you will see a list of all room types available for the pet type and amount of pets.

You also see a price calculation for the booking.

After you select a room type you can continue to extras.


Extras

Here you can select all the extras the booking requires.

See booking addons for more information about possible configurations.


Booking overview

On the last step of the booking, you can verify everything is correct.

You can do the following things:

  • See the price including extras;
  • Set a custom start and end hour;
  • Give an additional discount;
  • Disable e-mails.

Once everything is verified, you can press "confirm booking" to finalize the process.

After you confirm the booking, you will see a success message linking you to the booking details.

Bookings detail documentation