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Booking Settings & Availability

Booking Settings & Availability

Overview

Booking settings control how customers interact with your services: who can book, when they can book, whether bookings require approval, and how the service appears on your booking page. Proper configuration ensures smooth customer experience while protecting your business operations.


How Availability Is Calculated

When a customer tries to book, Petboost evaluates multiple layers in order. All checks must pass for a slot to appear as available.

The Availability Stack

CUSTOMER REQUESTS A BOOKING         │         ▼┌────────────────────────────────────────────────────────────────┐│  LAYER 1: SERVICE LEVEL                                        ││  ────────────────────────────────────────────────────────────  ││  • Is self-service booking enabled for this service?          ││  • Is there enough notice time? (booking notice period)        ││                                                                 ││  ❌ If NO → Service not bookable online                        │└────────────────────────────────────────────────────────────────┘         │         ▼┌────────────────────────────────────────────────────────────────┐│  LAYER 2: INITIAL SERVICE CHECK (if configured)                ││  ────────────────────────────────────────────────────────────  ││  • Does this service require a prerequisite?                   ││  • Has the pet completed the required initial service?         ││    (e.g., temperament test before daycare)                     ││                                                                 ││  ❌ If NO → Pet must complete initial service first            │└────────────────────────────────────────────────────────────────┘         │         ▼┌────────────────────────────────────────────────────────────────┐│  LAYER 3: PET ELIGIBILITY                                      ││  ────────────────────────────────────────────────────────────  ││  • Is the pet's age within the allowed range?                  ││  • Is the pet's weight within the allowed range?               ││  • Is the pet's breed on the allowed list (or not on blocked)? ││  • Does the pet have required vaccinations?                    ││                                                                 ││  ❌ If NO → Pet cannot book this service                       │└────────────────────────────────────────────────────────────────┘         │         ▼┌────────────────────────────────────────────────────────────────┐│  LAYER 4: TEAM MEMBER AVAILABILITY                             ││  ────────────────────────────────────────────────────────────  ││  • Is a team member assigned to this service?                  ││  • Is the team member working at this time? (schedule)         ││  • Is the team member on leave?                                ││  • Is there a blocked time or override?                        ││  • Does the team member have capacity at this time?            ││                                                                 ││  ❌ If NO → No team member available                           │└────────────────────────────────────────────────────────────────┘         │         ▼┌────────────────────────────────────────────────────────────────┐│  LAYER 5: RESOURCE AVAILABILITY (if required)                  ││  ────────────────────────────────────────────────────────────  ││  • Is a resource assigned to this service?                     ││  • Is the resource available at this time? (schedule)          ││  • Is there a blocked time on this resource?                   ││  • Does the resource have capacity at this time?               ││                                                                 ││  ❌ If NO → No resource available                              │└────────────────────────────────────────────────────────────────┘         │         ▼┌────────────────────────────────────────────────────────────────┐│  LAYER 6: GEOGRAPHIC CHECK (mobile services only)              ││  ────────────────────────────────────────────────────────────  ││  • Is the customer's suburb in the service area?               ││    (Suburb restrictions are set per service)                   ││                                                                 ││  ❌ If NO → Customer outside service area                      │└────────────────────────────────────────────────────────────────┘         │         ▼      ✅ SLOT AVAILABLE FOR BOOKING

Key Insight: Rules Stack and Filter

Each layer you configure filters out potential bookings. The more rules you add, the narrower your availability becomes.

Illustrative example (actual impact varies based on your specific setup):

Each rule you add = fewer available slots│├── Working hours/schedule  → BIG impact (defines when you're available)├── Capacity limits         → BIG impact (limits simultaneous bookings)├── Initial service req.    → MODERATE impact (gates new pets)├── Pet eligibility rules   → MODERATE impact (filters specific pets)├── Geographic restrictions → MODERATE impact (filters by location)├── Booking notice period   → SMALL-MODERATE impact (filters short-notice)│└── The more rules you stack, the tighter availability becomes

This is how filtering works. The goal is to configure the right balance: enough rules to protect your business, not so many that customers can't book.

For help choosing the right level of rules, see The Booking Rules Spectrum.


Self-Service Booking

Enable/Disable Online Booking

Control whether customers can book this service online.

Enabled - Self-Service Booking:

  • Service appears on public booking page

  • Customers can book without contacting you

  • Works 24/7 even when business is closed

  • Reduces phone calls and admin workload

Disabled - Manual Booking Only:

  • Service hidden from public booking page

  • Only staff can create appointments

  • All bookings require manual intervention

  • Full control over who books and when

When to disable:

  • Services requiring consultation before booking

  • High-value or specialized services

  • VIP-only offerings

  • Services being phased out

  • During testing/setup phase

Configuration:

  1. Navigate to service → Booking Settings tab

  2. Toggle Self-Service Booking

  3. Enable or Disable

  4. Save changes


Booking Confirmation

Instant Confirmation vs. Manual Approval

Control whether bookings are automatically confirmed or require your approval.

Instant Confirmation (Auto-Confirm):

  • Booking immediately confirmed

  • Customer receives instant confirmation

  • Appointment appears on schedule automatically

  • Best for most services

Manual Approval (Pending Until Approved):

  • Booking goes to "Pending" status

  • You review and approve/decline

  • Customer notified once you decide

  • Gives you control over each booking

When to use manual approval:

  • Complex services requiring preparation

  • High-demand time slots you need to manage carefully

  • Services where customer suitability matters

  • VIP or specialized offerings

  • When managing capacity manually

Configuration:

  1. Navigate to service → Automatic Actions tab

  2. Turn Instant confirmation on to confirm bookings straight away, or off to review each booking

  3. Select Publish Changes

Workflow for manual approval:

  1. Customer books service

  2. Booking appears as "Pending" on your schedule

  3. You receive notification

  4. Review booking details

  5. Click "Approve" or "Decline"

  6. Customer notified of decision


Mobile Service Settings

On-Site vs. Mobile Service

Configure whether service is provided at your location or customer's location.

On-Site Service (Default):

  • Customer brings pet to your business

  • Appointments scheduled at your facilities

  • Uses your resources and location

Mobile Service:

  • You travel to customer's location

  • Appointments do not include travel time

  • May have service area restrictions

  • Often higher pricing

Configuration:

  1. Open the service, then the Booking Settings tab

  2. Turn on Mobile service

  3. Optional: under Advanced options, turn on Pickup included or Drop-off included

  4. To limit the suburbs you travel to, open the Who Can Book tab, then Advanced options. Under Geographic Restrictions, select Edit Areas and add each suburb

  5. Select Publish Changes

A service area is a list of suburbs. There is no postcode or radius setting. Petboost does not add a travel fee or travel time to a booking. Include travel costs in the service price. To hold time between visits, set Padding Before or Padding After on the Duration & Timing tab, under Advanced options.

Mobile service considerations:

  • Build travel time into duration or buffer

  • Set minimum booking notice (travel planning)

  • Consider service area boundaries

  • Account for travel costs in pricing


Booking Window

Advance Booking Restrictions

Control how much notice customers must give when they book.

Booking Notice Period:

  • Earliest customer can book before appointment

  • Prevents last-minute bookings you can't accommodate

  • Gives you preparation time

Examples:

  • 2 hours: Same-day bookings allowed with short notice

  • 24 hours: Next-day bookings only (most common)

  • 48 hours: Two-day advance minimum (grooming)

  • 1 week: Week-advance for specialized services

Petboost has no maximum advance booking setting. Customers can book any future date that has availability.

Configuration:

  1. Open the service, then the Duration & Timing tab

  2. Under Booking Notice, set Booking Notice Period

  3. Select Publish Changes

To set the default for every service, go to Settings > Duration & Timing.


Customer Selection Options

Customers choose their team member

Control whether customers can choose which team member provides service.

Customer Can Choose:

  • Customers see available team members at booking

  • Can select preferred staff member

  • Builds customer-staff relationships

  • May create uneven workloads

Business Assigns:

  • System assigns team member automatically

  • Each time goes to the first free team member Petboost checks, so bookings are not spread evenly

  • Customers don't choose

Configuration:

  1. Navigate to service → Booking Settings tab

  2. Open Advanced options

  3. Turn Customers choose their team member on to let customers choose, or off to have Petboost assign a team member

  4. Select Publish Changes

Considerations:

Allow customer choice when:

  • Building staff-customer relationships is priority

  • Staff have different specializations

  • Premium service level

  • Small team where customers know everyone

Auto-assign when:

  • Balancing workload is priority

  • Large team where customers don't know staff

  • All staff equally qualified

  • Preventing favoritism concerns


Who Can Book

Pet-Based Restrictions

Control which pets can book this service based on criteria.

Weight Restrictions:

  • Minimum weight: e.g., "6kg minimum"

  • Maximum weight: e.g., "15kg maximum"

  • Weight range: e.g., "10-15kg only"

Example:

Service: Full Groom (Large)Weight Restriction: 10-15kgResult: Only pets in this weight range can book

Age Restrictions:

  • Minimum age (days): e.g., 180 days = ~6 months minimum

  • Maximum age (days): e.g., 180 days = ~6 months maximum (for puppy-only services)

  • Age range: combine both for a window (e.g., 90-180 days for puppy socialisation)

Choose Days, Weeks or Months in Age unit. Petboost stores the age in days, for example 8 weeks is 56 days. Common conversions: 90 days = ~3 months, 180 days = ~6 months, 365 days = 1 year.

Example: preventing puppies from booking full groom services

Service: Style Clip (any size)Minimum Age: 180 days (6 months)Result: Puppies under 6 months cannot book a full groom.         They are directed to puppy-appropriate services instead.

Example: puppy-only service

Service: Puppy's First TidyMaximum Age: 180 days (6 months)Result: Only puppies qualify. Older dogs book regular services.

Example: puppy class

Service: Puppy Socialization ClassMinimum Age: 56 days (8 weeks)Maximum Age: 112 days (16 weeks)Result: Only puppies in the 8-16 week window qualify.

How to configure age restrictions:

  1. Open the service, then the Who Can Book tab

  2. Open Advanced options

  3. Under Age Restrictions, choose an Age unit, then enter a Minimum Age, a Maximum Age, or both

  4. Select Publish Changes

  5. Repeat for each service that needs age gating

Age restrictions need a birthday on file.

Petboost works out the pet's age from the Birthday on the pet's profile. If a service has an age restriction and the pet has no birthday recorded, the pet cannot book that service until a birthday is added. The booking form asks the customer for it.

Recommended approach for groomers concerned about puppy age:

  1. Set a Minimum Age on all full groom services (e.g., 180 days for 6 months)

  2. Create dedicated puppy services (e.g., "Puppy's First Tidy") with a Maximum Age

  3. To make the birthday required for every booking, turn on Require pet birthday in Settings > Policies & Paperwork, under Advanced options

  4. Use Service Prerequisite > Require Prerequisite Service to require a Meet & Greet before regular grooming. This gives you a chance to verify the pet's age in person before the first full groom

Breed Restrictions:

Breed Restrictions

Two types of breed restrictions:

1. Included Breeds (Whitelist)

  • Restrict service to specific breeds only

  • All other breeds cannot book

  • Use when service is specialized for certain breeds

  • Example: "Poodle Grooming" only allows Poodles, Labradoodles, Goldendoodles

2. Excluded Breeds (Blacklist)

  • Specific breeds that cannot book this service

  • All other breeds can book freely

  • Use when service isn't suitable for certain breeds

  • Example: "Group Dog Walking" excludes aggressive breed types

How to configure:

  1. Navigate to service → Who Can Book tab

  2. Find Pet Eligibility section

  3. For Included Breeds: Click "Edit Breeds"

    • Search and select allowed breeds

    • Only these breeds can book

    • Leave empty to allow all breeds

  4. For Excluded Breeds: Click "Edit Breeds"

    • Search and select prohibited breeds

    • These breeds cannot book

    • Leave empty to exclude no breeds

Common use cases:

Specialized grooming:

  • Service: "Poodle Cut Specialist"

  • Included Breeds: Poodle, Toy Poodle, Miniature Poodle, Labradoodle, Goldendoodle

  • Result: Only these breeds see and can book this service

Safety restrictions:

  • Service: "Small Dog Daycare"

  • Excluded Breeds: Large breeds over 50 lbs

  • Result: Large breeds cannot book, all others can

Breed-specific training:

  • Service: "Terrier Training"

  • Included Breeds: Jack Russell, Yorkshire Terrier, Bull Terrier, etc.

  • Result: Only terrier breeds can book

Best practices:

  • Be specific with breed selection (don't just exclude "large dogs")

  • Provide alternative services for excluded breeds

  • Use included breeds for specialization

  • Use excluded breeds for safety/capacity reasons

  • Clearly communicate restrictions in service description

Important notes:

  • Breeds must be selected individually by searching and adding one at a time. There is no bulk selection by coat type or breed group.

  • Breed data comes from customer's pet profile

  • System blocks booking at checkout if breed doesn't match

  • Staff can override restrictions for manual bookings

  • Breed restrictions work alongside weight/age restrictions

  • Once you've set up breed restrictions on one service, use that as a reference list when configuring similar services

Animal type restrictions:

Use Eligible Animal Types to restrict the service to specific animal types, such as Dog or Cat. Leave it empty to accept all animals.

Vaccination Requirements

Require vaccination certificate:

  • Customer must upload proof of vaccination

  • The customer cannot book until the pet has a certificate with a label and a date administered. A certificate whose expiry date has passed does not count

  • Protects all pets in your care

You cannot choose which vaccines are required. The customer names each certificate when they upload it, for example C5 or Kennel Cough. To ask for particular vaccines, say so in the service description.

Configuration:

  1. Open the service, then the Policies & Paperwork tab

  2. Under Health & Safety Requirements, turn on Require vaccination certificate

  3. Optional: Turn on Require vaccine review & approval to hold each booking as Pending until you approve the certificate

  4. Select Publish Changes

To set the default for all services, use Settings > Policies & Paperwork.

When to require:

  • Boarding services (always)

  • Daycare services (always)

  • Group classes (always)

  • Grooming (recommended)

  • Any service where pets interact


Service Visibility

Show/Hide Service

Service visibility is controlled by the Enable Self-Service Booking toggle in the Booking Settings tab. There is no separate "active/inactive" or "service visibility" toggle.

Self-Service Booking ON (Published):

  • Service appears on your public booking page

  • Customers can book online

  • Staff can also book manually

  • Service shows a green "Published" badge

Self-Service Booking OFF (Draft):

  • Service is hidden from your public booking page

  • Customers cannot see or book it online

  • Staff can still create bookings for this service manually

  • Service shows a grey "Draft" badge

  • All scheduling, invoicing, and reporting continue to work

When to hide services:

  • Seasonal services out of season

  • Services being revised or tested

  • Phasing out services gradually

  • Temporarily unavailable services

  • VIP or invite-only offerings

Configuration:

  1. Navigate to service → Booking Settings tab

  2. Toggle Enable Self-Service Booking off

  3. Click "Publish Changes"

For a full guide on managing services without online booking, see Internal-Only Services.


Booking Page Appearance

Service Display Order

Staff Services page: use Sort & Group to group by Category / Service Type and sort by Name, Price, Duration, Self-Service, or Custom. That preference is saved in your browser only and does not change the public booking page by itself.

Public booking page: To set the order customers see, open Sort & Group and choose Reorder. Drag the list into place, then tap Done. The same Reorder action is in Sort & Group on Packages and on Memberships > Plans.

To set category order, open Settings > Service Categories and drag the in-use list. The first global category is the one the page title and link preview lead with, unless you set your own Page title on Settings > Your Booking Page. If you have not set an order, Petboost leads with the category that has the most bookings.

Service Image & Description

Service Image:

  • Appears on booking page

  • Shows in appointment cards

  • Improves customer engagement

  • Recommended: 800x600px, professional photos

Description:

  • Detailed explanation for customers

  • Appears on service detail page

  • Include what's included, duration, what to expect

Short Description:

  • Brief summary for service cards

  • 1-2 sentences

  • Appears in lists and previews

Configuration:

  1. Navigate to service → Basic Info tab

  2. Upload/change service image

  3. Edit description and short description

  4. Save changes


Advanced Booking Rules

Appointment padding

Padding Before and Padding After hold the team member's or resource's time before and after each appointment, for example to clean a table. Padding does not limit how often the same customer can book. Set it on the service's Duration & Timing tab, under Advanced options > Appointment Padding.

How many bookings run at once

There is no per-service limit. The number of bookings at the same time comes from Pets at a Time on each team member and resource, and from Spots used on the service's Team & Resources tab, under Advanced options.


Best Practices

For New Services

Initial Launch:

  1. Start with self-service disabled

  2. Manual approval enabled

  3. Test with a few customers

  4. Gather feedback

  5. Enable full self-service once confident

For High-Demand Services

Manage capacity:

  1. Enable self-service booking

  2. Use instant confirmation

  3. Set realistic duration and buffer

  4. Assign adequate team members and resources

  5. Monitor booking patterns and adjust

For Specialized Services

Control quality:

  1. Manual approval enabled

  2. Clear eligibility restrictions

  3. Detailed service description

  4. Higher minimum advance notice

  5. Pre-booking consultation recommended

For Standard Services

Maximize convenience:

  1. Self-service booking enabled

  2. Instant confirmation

  3. Flexible team member assignment

  4. Clear pricing and duration

  5. Minimal restrictions


Troubleshooting

Use the Availability Troubleshooter First

When you create an appointment with Magic Availability Check on, select See Availability Reasons under the calendar to see exactly what's affecting availability. This tool shows you which layer is blocking or limiting slots.

Where: Create appointment → Magic Availability Check on → See Availability Reasons


"Why is my service showing no availability?"

Work through this diagnostic checklist layer by layer:

Layer 1: Service Level Issues

Symptom

Likely Cause

Fix

Service not on booking page at all

Self-service booking disabled

Services → [Service] → Booking Settings → Enable self-service

No slots for today/tomorrow

Notice period too long

Reduce booking notice period

Layer 2: Pet Eligibility Issues

Symptom

Likely Cause

Fix

Specific customers can't book

Their pet doesn't meet eligibility

Check age/weight/breed restrictions

Message says "pet not eligible"

Eligibility criteria too narrow

Review and widen eligibility settings

Vaccination error

Pet missing required vaccination

Customer needs to upload certificate

Layer 3: Team Member Issues

Symptom

Likely Cause

Fix

No slots any day of week

No team member assigned

Assign an existing team member on the service Team & Resources tab

No slots on specific days

Team member not working that day

Check team member working hours

Slots disappear after a few bookings

That person's Pets at a Time is full

Open Team Members → [Person] → Capacity and raise Pets at a Time

Message says only one team member is eligible

The service is assigned to one person. That is the setup, not a defect

Do not add another team member. If they are full, raise Pets at a Time or take the occupying booking off their name

Specific times blocked

Team member has an override or leave

Check overrides and leave in team member settings

Team member and resource are separate layers. Read the service Team & Resources tab for that service: Require team member and Require resource can both be on.

If an overnight stay has a team member on it, and that stay service does not require a team member, that stay is attached to the person unnecessarily. Clear the team member box on the stay and save. The stay stays booked. Daytime services that require that person can then book. Do not add another person.

If the person is full on a service that does require them, raise Pets at a Time on that team member, or take the occupying booking off their name.

If the space is full or blocked, raise Pets at a Time on that resource, or remove Blocked Times. Do not add another resource unless you have another space. Do not treat a team-member block as a resource problem, or the other way around.

Layer 4: Resource Issues

Symptom

Likely Cause

Fix

Service requires resource but none assigned

No resource linked

Assign an existing resource to the service

Limited slots despite team availability

Resource Pets at a Time is full, or the resource has blocked time

Raise the resource capacity, or remove blocked time. Do not add another resource unless you have another space

Specific times blocked

Blocked time on resource

Check resource Blocked Times

Layer 5: Geographic Issues (Mobile Services)

Symptom

Likely Cause

Fix

Customer sees no availability

Their suburb not in service area

Add suburb to service area, or customer is outside your range


Common Configuration Mistakes

These are the most frequent issues we see:

1. "I set capacity to 3 but can only book 1"

Cause: Team member AND resource both have capacity, and the lower one wins.

Example:

  • Sarah's capacity: 3

  • Grooming Room capacity: 1

  • Result: Only 1 booking at a time (resource is the bottleneck)

Fix: Align capacities, or remove the resource requirement if it's not needed.


2. "Customers complain there's never availability"

Cause: Too many rules stacked, each filtering out slots.

Fix: Audit your rules using The Booking Rules Spectrum. For each rule, ask: "What real problem does this solve?" Remove rules that don't solve actual problems.


3. "Service worked yesterday but not today"

Cause: Often a working hours override or leave period that just started.

Fix: Check team member and resource overrides for today's date.


4. "Only some customers can book"

Cause: Eligibility restrictions filtering out certain pets.

Common culprits:

  • Age restrictions too narrow

  • Weight restrictions not matching customer's pet

  • Breed restrictions blocking common breeds

Fix: Review eligibility settings and consider creating service variants instead of restrictions (e.g., "Small Dog Groom" and "Large Dog Groom" rather than one service with weight restrictions).


5. "Slots available but booking fails at checkout"

Cause: Race condition (someone else booked it) OR eligibility check that happens at checkout.

Fix: If it's eligibility, the message will explain. If it's capacity, slots may have been taken while customer was on the page.


6. "I want walk-ins but the notice period blocks same-day"

Cause: Booking notice period set too high.

Fix: Reduce to 1-4 hours for services where same-day booking is acceptable.


Service not appearing on booking page

Check:

  • Self-service booking is enabled (Booking Settings tab)

  • Service has assigned team members (if required)

  • Service has assigned resources (if required)

  • Eligibility restrictions aren't too narrow

Customers can't select desired time slot

Use the Availability Troubleshooter - When you create an appointment with Magic Availability Check on, select See Availability Reasons to see exactly what's blocking the slot.

Check:

  • Team member availability

  • Resource availability

  • Booking notice period

  • Existing appointments blocking time

Too many bookings at once

Solutions:

  • Reduce team member capacity

  • Add buffer time between appointments

  • Require resources with limited capacity

  • Adjust service duration


Common Questions

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

Q: How do I prevent same-day bookings?
A: Set minimum advance notice (e.g., 24 hours) in booking settings.

Q: Can I hide a service temporarily without deleting it?
A: Yes, disable self-service booking in the Booking Settings tab. The service will be hidden from customers but staff can still book it manually. See Internal-Only Services.

Q: How do I limit bookings based on pet size?
A: Use weight restrictions in Who Can Book tab, or create size-specific service variants.

Q: Can customers book multiple pets in one appointment?
A: Depends on multi-pet booking settings (account-level configuration). Service configuration controls single-pet eligibility.

Q: What if customer books wrong service for their pet?
A: Eligibility restrictions prevent mismatches. If customer bypasses somehow, you can cancel/reschedule manually.

Q: How do I stop young puppies from being booked into full groom services?
A: Set a minimum age on your full groom services. Go to Services → [Service] → Who Can Book tab → Advanced options → Age Restrictions and set a Minimum Age (e.g., 180 days for 6 months). Then create dedicated puppy services (e.g., "Puppy's First Tidy") with a Maximum Age. A pet with no birthday recorded cannot book these services until one is added.

Q: How do I require customers to enter their pet's birthday or address when booking?
A: To require the pet's birthday, turn on Require pet birthday in Settings > Policies & Paperwork, under Advanced options. To require the customer's address, open Settings > Fields & Forms, select Pet Owner Fields, and turn on Required to book for Street address.

Q: Do age restrictions work if the customer hasn't entered their pet's birthday?
A: No. A pet with no birthday recorded cannot book a service that has an age restriction. The booking form asks the customer to add the birthday first.

Q: Can I require customers to call before booking certain services?
A: Yes, disable self-service booking and include phone number in service description.


Next Steps

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