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Booking Configuration

Overview

Booking Settings control how customers book appointments through your online booking system. Configure self-service booking, payment requirements, confirmation workflows, and scheduling rules to match your business needs.

This page also includes the Booking Engine section, which explains how Petboost finds the best available times for your customers, how team members are assigned, and how multi-pet scheduling works.


Self-Service Booking

Control whether customers can book appointments online without your approval.

Online Booking

Enabled - Customers can book online

  • Customers see available times and book instantly

  • Reduces phone calls and admin workload

  • Works 24/7 even when you're closed

Disabled - Manual booking only

  • Booking page is hidden from customers

  • All bookings must be created by your team

  • Use when you need full control over scheduling

When to disable:

  • During high-demand periods requiring manual approval

  • For VIP or complex services requiring consultation

  • When managing capacity manually


Payment Requirements

Allow customer to book without a card on file

Allowed - Book without payment method

  • Customer can book without adding a payment card

  • Payment collected later (in-person, bank transfer, etc.)

  • Higher no-show risk

Not Allowed - Must have payment method

  • Customer must add a valid payment card to book

  • Card is verified but not charged until appointment complete

  • Significantly reduces no-shows

  • Enables Pro Automations (pre-hold funds, auto-pay)

Recommendation: Require payment methods to reduce no-shows and enable automated payment workflows.


Booking Confirmation

Control how bookings are confirmed.

Instant Confirmation

Auto-confirm bookings

  • Bookings are immediately confirmed

  • Customer receives instant confirmation

  • Reduces admin workload

  • Best for most businesses

Manual Approval

Review before confirming

  • Bookings are "Pending" until you approve them

  • You manually review and confirm each booking

  • Customer notified once you approve

  • Use for high-value or complex services

When to use manual approval:

  • Services requiring special preparation

  • VIP or sensitive appointments

  • When managing capacity manually

  • During busy periods when you need control


Team Member Selection

Control how team members are assigned to appointments.

Customer Choice

Can select preferred staff

  • Customers see available team members and choose their preferred one

  • They then see only that team member's available times

  • Builds customer relationships

  • Some team members may get booked more than others

Auto-Assigned

Staff assigned automatically

  • Customers see available times without staff names

  • The engine generates available time slots for eligible team members one by one

  • When multiple team members are free at the same time, the first team member checked is shown for that slot and duplicate slots from other team members are removed

How Auto-Assigned works step by step:

  1. The engine identifies which team members can perform the requested service

  2. It goes through eligible team members in order and generates all their available time slots

  3. When two or more team members are both available at the same time (e.g. both Sarah and James at 9:00 AM), only the first one checked is shown for that time slot

  4. The customer picks a time, and the team member already attached to that slot is assigned

Important: Auto-assigned mode does not distribute bookings evenly. If Sarah and James have identical schedules and both perform the same services, Sarah will be assigned to most bookings because her slots are generated first. James only gets assigned when Sarah is already booked at that time. We are actively building a balanced distribution mode that will spread bookings evenly across equally qualified team members.

Recommendation: Customer choice builds stronger relationships. Auto-assigned keeps the booking flow simpler for customers who do not have a preference.


Booking Notice Period

Set minimum advance notice required for bookings.

Minimum advance notice required for bookings

Prevents last-minute bookings that don't give you enough preparation time.

Time Configuration:

  • Weeks - 0-4 weeks

  • Days - 0-7 days

  • Hours - 0-23 hours

  • Minutes - 0, 15, 30, 45

Common Settings:

  • 4 hours - Same-day bookings with preparation time

  • 24 hours - Next-day bookings only

  • 48 hours - Two-day advance notice for grooming

  • 1 week - For services requiring special preparation

Example: If set to "4 hours", customers cannot book appointments starting within the next 4 hours.


Booking Interval

Set time slot intervals available for booking.

Allow Booking of Appointments Every:

Options:

  • 5 minutes

  • 15 minutes

  • 30 minutes

  • 1 hour

How it works:
If you select "30 minutes", customers can only book appointments at start times like:

  • 9:00 AM

  • 9:30 AM

  • 10:00 AM

  • (Not 9:15, 9:45)

The system automatically fills gaps based on service durations. If an appointment ends at 11:10 AM and you have a 15-minute interval with 30 minutes of padding after, the next available slot starts at 11:45 AM (end time + padding, rounded up to the next interval mark).

Choosing the right interval:

  • 5 minutes - Maximum flexibility, many time slot options (may overwhelm customers)

  • 15 minutes - Good balance for most services

  • 30 minutes - Simplifies scheduling, reduces slot fragmentation

  • 1 hour - For very long services or day bookings

Recommendation: 15 or 30 minutes works best for most pet service businesses.


Booking Engine

The Booking Engine section in Settings explains how Petboost finds and presents available times to your customers. It contains four informational topics and one configurable setting.

How Team Members Are Assigned

This section explains the two assignment modes:

  • Auto-Assigned (default): The engine goes through eligible team members one by one and generates their available slots. When two team members are both free at the same time, only the first one checked is shown for that slot. This means the first team member in the list tends to get most bookings until their calendar fills up. Customers do not see team member names.

  • Customer Choice: Customers select their preferred team member first, then see only that person's available times.

You can switch between these modes in Self-Service Booking → Team Member Selection at the top of the Booking Settings page.

How Available Slots Are Generated

The booking engine follows a pipeline to generate slots:

  1. Check the date range - Looks at the next 8 days from the requested date

  2. Find eligible team members - Filters by who can perform the requested service

  3. Walk through working hours - Steps through each shift in booking interval increments (e.g. every 15 minutes)

  4. Check capacity at each time - Accounts for existing bookings, padding before/after, and team member capacity limits

  5. Rank and sort the best options - Orders by customer's preferred times, then presents the top 30 slots

Three key settings affect slot generation:

  • Booking Interval - Controls the gap between available start times

  • Padding Time - Buffer before and after each appointment blocks extra time on the calendar

  • Notice Period - Blocks slots that are too close to the current time for preparation

Multi-Pet Scheduling Rules (Configurable)

Control how appointments are scheduled when a customer books for multiple pets at once. This is the only configurable setting within the Booking Engine section.

Best Fit (Recommended)

Pets are grouped together when possible, with fallback options.

  • Shows closest times first, then offers alternatives if needed

  • Slots are ordered by efficiency, with tightest groupings appearing first

  • If your team has capacity for 2+ pets at once, same-time slots are shown first

  • Never blocks bookings - always finds a slot, even when busy

  • Customer may still pick a scattered slot if they prefer

All Pets Together

All pets must start at exactly the same time.

  • Single drop-off - owner brings all pets together

  • Requires team to handle 2-3 pets simultaneously

  • Fewer available time slots

  • Warning: If capacity is too low, customers see NO available times with no backup options

Clustered Start

All pets must start within a configurable time window of each other.

  • Choose a maximum window (e.g. 30 minutes, 1 hour, 2 hours)

  • First pet drops off at 9:00 AM, all others must start within the window

  • Good balance between "All Pets Together" and full flexibility

  • Allows rolling drop-off - owner can drop pets one by one

Capacity & Simultaneous Pets

This section explains the two types of capacity:

  • Standard Capacity - How many pets from different households a team member can work on at the same time. Most groomers set this to 1.

  • Same Household Capacity - A higher limit for when all pets belong to the same owner. This lets you handle siblings together while still limiting bookings from different families.

Example: Sarah has Standard Capacity of 1 and Same Household Capacity of 3. She can groom 3 dogs from the Smith family at once, but cannot groom a Smith dog and a Jones dog at the same time.

Where to configure: Capacity is set per team member in Team Members → [Name] → Working Hours and per service in Services → [Name] → Pricing & Duration.


Padding Before/After Appointments

Set buffer time before and after appointments.

Options:

  • No padding

  • 15 minutes

  • 30 minutes

  • 1 hour

  • 1.5 hours

  • 2 hours

  • 3 hours

Padding Before - Setup time before the appointment (e.g. preparing equipment, reviewing notes).

Padding After - Cleanup time after the appointment (e.g. cleaning station, writing notes).

How padding affects availability:
Padding blocks time on either side of each appointment. A 45-minute grooming with 15 minutes padding before and 15 minutes padding after effectively blocks 1 hour and 15 minutes on the calendar.

Tip: You can set different padding per service using service-level overrides.


Start Appointment Calendar On

Choose which day the calendar week begins:

  • Monday - Standard business week

  • Sunday - Starts the week on Sunday

This only affects the calendar display in your appointment management view.


Per-Customer Booking Overrides

You can block individual customers from online booking while keeping online booking enabled for others.

Blocking a Specific Customer

To block a customer:

  1. Open the customer's pet profile

  2. Click More Actions menu next to the owner's name

  3. Select Block from Online Booking

What happens:

  • Customer sees "no availability" when trying to book online

  • Customer can still log in and access their portal

  • Customer retains access to past appointment photos and history

  • You can still create appointments for them manually

  • All other customers can continue booking normally

To unblock:

  1. Open the customer's pet profile

  2. Click More Actions menu

  3. Select Enable Online Booking

When to use per-customer blocking:

  • Customers who repeatedly no-show or cancel last-minute

  • Customers requiring consultation before booking

  • Temporary restrictions during disputes or payment issues


Common Questions

Q: How are team members assigned when I use auto-assign?
A: The engine pools all eligible team members' available times together. When a customer picks a time, the team member who was available at that slot is assigned. Customers choose the time, which determines the team member.

Q: Does auto-assign distribute bookings evenly across my team?
A: Not currently. When two team members are both available at the same time, the first one checked gets that slot. This means one team member may receive most bookings until their calendar fills up. We are building a balanced distribution mode that will spread bookings evenly across equally qualified team members.

Q: Can I temporarily disable online booking?
A: Yes, toggle "Online Booking" to "Disabled". Your booking page will be hidden until you re-enable it.

Q: Can I block specific customers from booking while keeping it enabled for others?
A: Yes, use per-customer booking overrides. Open the customer's profile, click More Actions, then Block from Online Booking. Blocked customers see "no availability" but can still access their portal.

Q: What happens if I require a card on file?
A: Customers must add a valid payment card before booking. The card is verified but not charged until the appointment is completed.

Q: Should I use instant confirmation or manual approval?
A: Use instant confirmation for 95% of bookings. Only use manual approval if you truly need to review each booking individually.

Q: What's the best booking interval?
A: 15 or 30 minutes works for most businesses. Use 5 minutes only if you need maximum flexibility.

Q: What is the difference between "Best Fit" and "All Pets Together" for multi-pet bookings?
A: Best Fit tries to group pets close together but always shows alternative options if tight grouping is not possible. All Pets Together requires every pet to start at exactly the same time, which needs enough team capacity for simultaneous pets. If capacity is too low, customers may see no available times at all.

Q: What is Same Household Capacity?
A: It is a higher capacity limit that applies only when all pets being booked belong to the same owner. For example, a groomer with Standard Capacity of 1 and Same Household Capacity of 3 can handle 3 of one family's dogs at once, but only 1 dog at a time from different families.

Q: Where do I set capacity for my team members?
A: Go to Team Members → [Name] → Working Hours to set per-shift capacity, and Services → [Name] → Pricing & Duration to set how much capacity each service consumes.


Next Steps

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