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Customise Appointment Cards

Card content sets what each appointment card shows, in what order, and whether details show as icons or as labelled badges. Mission Control, the Appointments calendar and Trips share one layout, so a change in one place shows in the others.

The layout is saved in the browser it was set in. Each computer, tablet or phone keeps its own, so set it once on each device the team uses.

Open Card content

On Mission Control:

  1. Select Options at the top of the board.

  2. Under Colour Mode, select Card content.

On the calendar:

  1. Select the view button (it shows Day, Week, Month or Timeline).

  2. Under How it looks, select Card content.

Choose what the cards show

  1. Optional: under Start from, choose a ready-made layout:

    • Standard: the layout each card was designed with.

    • At a glance: photo, name, service, time and status.

    • Front desk: who is here, whether they can pay, if it is a first visit, and if the customer confirmed.

    • Care brief: care, tags, notes, birthday and vaccination, with the service.

    • Team and table: the service, who is doing it, and where.

    • Quiet: no care icons, badges or alerts.

  2. Under Show on the card, switch each detail on or off. Pet name and Status are always shown.

  3. Optional: drag a detail up or down to change the order, or select New line to start it on its own row.

  4. Under Show details as, choose Text or Badges:

    • Text shows icons by the pet's name, details as text under it, and only what matters right now, two alerts at a time.

    • Badges shows every detail that is on as its own labelled badge, with nothing left out.

  5. Optional: in Text, select Label beside a detail such as Birthday, Vaccination, Package, Membership, Add-ons, Initial visit or Confirmed by customer to show it as a labelled badge instead of an icon.

With Vaccination on, a booking for a service that requires a certificate carries No Vax when the pet's certificate is missing, incomplete, expired or rejected, Review Vax Certificate while a certificate waits for you to review it, and Vax 12d with the days left when it runs out within 28 days. The appointment page shows the same with the action: select the badge, then Review vaccination certificate.

Preview shows the card as it looks on the Calendar or on Mission Control while you change it. Select Reset to Default to go back to the standard card.

Show the birthday countdown on the cards

In Text, a pet's birthday shows as an alert on the day and as an icon by the name in the week before. Point at the icon to see how many days away it is. To read the countdown on the card itself, as a pink birthday badge that says in 9 days:

  1. Open Card content.

  2. Under Show on the card, check Birthday is switched on.

  3. Select Label beside Birthday, or choose Badges under Show details as.

The Birthdays tile under Attention Required on Mission Control filters the board to those pets, and the cards then follow this layout. The list of pets under Attention Required always says how many days away each birthday is.

See which customers confirmed

With Confirmation Reply (Y/N) on, a customer who replies Y to a reminder text gets a tick by the pet's name, labelled Confirmed by customer, while the booking is Pending or Confirmed. Moving the visit to a new start time clears it until the customer answers the reminder for the new time. See Can customers confirm appointments by replying to SMS?

A detail is missing from the cards

When a detail that used to show is gone, it is hidden or shown as an icon in Card content, not removed:

  • Switched off: open Card content and switch it back on under Show on the card.

  • Shown as an icon: in Text, select Label beside it, or choose Badges.

  • Behind a count: in Text, a card shows two alerts and five icons at a time, and the rest sit behind a count such as +3. Drag the detail higher in the list, or choose Badges.

  • Different on another device: the layout is saved in each browser. Set it again on that device.

  • Not on the calendar: Rounds and Team forms show only on Mission Control.

Select Reset to Default to see the standard card again.

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