Overview
The appointments module is the heart of your business operations. Schedule, manage, and track all pet service appointments with powerful scheduling tools.
Creating Appointments
You can create appointments in two ways:
Quick Access Links
You can open appointment forms directly using these links:
Create New Appointment:
https://business.petboost.com/appointments?action=createCreate Stay Appointment:
https://business.petboost.com/appointments?action=stayCreate Blocked Time:
https://business.petboost.com/appointments?action=blocked-time
Benefits:
Bookmark creation forms for quick access
Share direct links to specific appointment forms
Connect with external scheduling systems
Browser back/forward navigation works naturally
Magic Schedule Mode
Petboost automatically finds available time slots based on your team members, resources, and business rules.
How to use:
Click the "New Appointment" button
Select the pet and owner
Add services
Choose "Magic Schedule" mode
Click "Find Available Times"
Select from available slots
Click "Save"
Best for: Regular bookings where you want the system to handle availability
Quick Force Mode
Manually schedule appointments without availability checks. Useful for special situations or when you need to override normal rules.
How to use:
Click the "New Appointment" button
Select the pet and owner
Add services
Choose "Quick Force" mode
Set date and time manually
Click "Save"
Best for: Emergency bookings, special arrangements, or administrative overrides
Recurring Appointments
Set up appointments that repeat automatically on a schedule.
How to create:
When creating or editing an appointment, toggle "Recurring" on
Select frequency (Daily, Weekly, Monthly)
Set the end date or number of occurrences
Save the appointment
Important: Petboost automatically generates instances for the next 12 months.
Stay Appointments
For overnight boarding or multi-day services.
Features:
Check-in and check-out dates
Resource (kennel/room) assignment
Daily timeline view
Automatic duration calculation
Blocked Times
Block off time slots when you're not available.
How to create:
Click on the scheduler
Select "Block Time"
Set date range and time
Choose which team members/resources are blocked
Add optional note
Save
Scheduler Views
Day View - Detailed hourly view of a single day
Week View - See the entire week at a glance
Month View - Monthly calendar overview
Timeline View - See multiple resources side-by-side
Agenda View - List view of upcoming appointments
Filtering & Searching
Filter appointments by:
Team members
Resources
Services
Pet size/breed
Date range
Appointment Status
Appointments move through these stages:
Pending - Awaiting confirmation
Confirmed - Confirmed by customer
In Progress - Service started
Completed - Service finished
Cancelled - Cancelled by business or customer
Payments & Invoicing
Accept payments when appointment is completed
Generate invoices automatically
Process card payments or mark as cash/bank transfer
Issue refunds if needed
Notifications
Customers receive automatic notifications:
Appointment confirmation
– Appointment date & time changes
– Appointment cancellation (by business)Friday Before Reminder (Email only)
Appointment reminders (24 hours before by default, but this can be configured)
Tips & Best Practices
Use Magic Schedule for most bookings - it saves time
Set up recurring appointments for regular customers
Block time for breaks, lunch, and administrative tasks
Use the Timeline view when managing multiple resources
Filter by team member to see individual schedules
Troubleshooting
Q: Why can't I see available times in Magic Schedule?
A: Check that your team member and resource have working hours set for the selected date. Also verify the service doesn't have restrictions that conflict with the time.
Q: How do I cancel a recurring appointment?
A: Open the appointment, click "Cancel", then choose whether to cancel just this instance or all future instances.
Q: Can I move an appointment to a different time?
A: Yes! Just drag and drop the appointment in the scheduler, or open it and edit the time.
Q: How do I handle overlapping appointments?
A: Petboost shows warnings for conflicts. You can either reschedule or use Quick Force mode to override if intentional.
Appointment Workflow Navigation
Creating Appointments
Step 1: Service Selection
Service Configuration - Set up what services are available
Service Requirements - Set service requirements and eligibility
Service Categories - Organize services for easy selection
Step 2: Customer and Pet Selection
Customer Profiles - Manage customer information
Pet Profiles - Track individual pet details
Customer Management - Handle customer relationships
Step 3: Team and Resource Assignment
Team Member Management - Set up team availability
Resource Management - Set up locations and equipment
Team Member Availability - Check team member availability
Resource Capacity - Manage resource capacity
Step 4: Scheduling and Confirmation
Appointments - Create and manage appointments
Calendar Views - Use different scheduling views
Recurring Appointments - Set up repeating appointments
Appointment Management Workflow
Daily Operations:
Appointments - View daily schedule
Team Member Management - Check individual availability
Resource Management - Monitor resource usage
Customer Communication - Manage customer interactions
Weekly Planning:
Week View - Plan weekly schedules
Team Capacity - Review team workload
Resource Management - Plan resource allocation
Service Management - Review service configuration
Monthly Review:
Month View - Review monthly performance
Team Member Management - Manage team productivity
Resource Management - Optimize resource usage
Service Management - Review service configuration
Advanced Appointment Features
Package Integration:
Packages - Manage package credit usage
Package Balances - Track customer package credits
Package Configuration - Handle package renewals
Course Integration:
Courses - Assign instructors to courses
Course Management - Manage course lessons
Course Enrollments - Track course participants
Automation and Workflows:
Pro Automations - Automated appointment workflows
Notification Settings - Appointment communication
Booking Settings - Appointment booking rules
Settings and Configuration
Account Settings:
Settings - Account configuration
Business Profile - Business information
Booking Settings - Appointment booking rules
Notification Settings - Communication preferences
Team and Resource Settings:
Team Member Management - Team member policies
Resource Management - Resource management
Service Management - Service configuration
Customer Management - Customer management
Troubleshooting Navigation
Common Issues and Solutions
"No available times in Magic Schedule"
Check Team Member Availability for working hours
Verify Resource Availability for capacity
Review Service Requirements for restrictions
"Appointment conflicts"
Check Team Member Management for conflicts
Review Resource Management for availability
Adjust Appointment Management for resolution
"Customer not receiving notifications"
Check Notification Settings for configuration
Verify Customer Profiles for accuracy
Review Notification Settings for preferences
Next Steps
Service and Team Setup
Services - Set up appointment services
Team Members - Set up team availability
Resources - Set up locations and equipment
Customer and Package Management
Customer Profiles - Manage customer information
Packages - Set up package credit usage
Courses - Manage course scheduling
Settings and Automation
Settings - Account configuration
Pro Automations - Automated appointment workflows
Notification Settings - Appointment communication