Boarding Calendar: Setup
To set up your boarding calendar (if it hasn't been already), go to Admin > Scheduling and navigate to the 'Boarding Resources' tab.
Note: If you've already set up your calendar, head to the next section.
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 you're able to board a patient.
Adding a new location in boarding calendar resources
Activating the Boarding Calendar
Once you've added your resources, head to your clinic settings (Admin > Clinic Settings > Edit Clinic Settings), and set the Boarding toggle to 'On.'
Boarding Calendar: Tips & Best Practices
Make a 'Boarding' location under clinic settings to add to any patient with a SOAP in boarding
Because you can only schedule two patients in one slot per day, make a boarding resource for each location you can board patient, like
Kennels (of each size)
For added transparency, you may want to create an appointment type for pickup/drop off to use on your practice schedule
Scheduling Boarding Appointments
To get a patient/guest scheduled in the boarding calendar:
Open the calendar (Schedule > Boarding)
Find an open slot in a boarding location that will work for the guest
Click the appointment slot
Fill out client/patient information
Add a check-in date/time and a check-out date/time
Click 'Book Appointment' to confirm
Creating a new boarding appointment. Once booked, this will appear in the boarding calendar.
Note: Boarding Reservations will also populate on the Client Profile under Upcoming Appointments, as well as the Patient Profile.