Boarding Calendar Setup
Activate Boarding Features
Under your main clinic settings, you can enable or disable the boarding calendar. Navigate to Admin -> Clinic Settings -> Settings and toggle on Enable Boarding. Once enabled, you will see a new settings tab available under your Scheduling settings.
Configure your Boarding Calendar
To configure your boarding calendar follow: Admin > Scheduling and navigate to the Boarding Resources tab. Boarding resources equate to your kennels, runs, cages, or any other key location areas that you schedule boarding reservations against.
To create a new resource, click the +Add New button. This will take you to a new boarding resource page. Here you'll define the name of the resource, and you can select a custom color as well as add a description. This is how you will visualize this resource on your boarding calendar.
Scheduling Boarding Reservations
Open the calendar (Schedule > Boarding)
Find an open slot in a boarding location
Click on the slot
Fill out client/patient information
Add a check-in date/time and a check-out date/time
Click 'Book Reservation' to confirm
Regardless of the specific check-in and check-out times added to the reservation, the calendar will show the reservation at half of the day for check-in and half of the day for check-out. To see specific times, you will need to open the individual reservation.
Checking In a Patient
After the reservation has been created, you can open the reservation and check in the patient just like you can from the appointment schedule. When you check in a patient, it is going to open a new SOAP on the dashboard.
Create a location under Admin settings for "Boarding" and use this location for all boarding SOAPs on the dashboard. This will allow you to filter out or filter to see only boarding patients as needed.