Boarding Calendar

Book overnight reservations on the boarding calendar and check in patients when they arrive.

Updated over a week ago

Boarding Calendar Setup

Add Resources

To set up your boarding calendar, go to Admin > Scheduling and navigate to the Boarding Resources tab.

Once that's open, click the +Add New button. This will take you to a new boarding calendar resource section, where you can create one location where you're able to board a patient. Repeat this for all places where you're able to board a patient. For example, you may create 5 "cages", 5 "runs" and 2 "cat condos".

Activating the Boarding Calendar

Under your main clinic settings, you can enable or disable the boarding calendar. Navigate to Admin -> Clinic Settings -> Settings and toggle on Enable Boarding Calendar.

Scheduling Boarding Reservations

  1. Open the calendar (Schedule > Boarding)

  2. Find an open slot in a boarding location that will work for the guest

  3. Click on the slot

  4. Fill out client/patient information

  5. Add a check-in date/time and a check-out date/time

  6. Click 'Book Reservation' to confirm

Note: 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.

TIP: 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.

Did this answer your question?