Daycare evaluations are a good way to determine if a dog would be a good fit for your facility. They also give pet owners an opportunity to experience your daycare. If it goes well, they may consider becoming long-term customers and opting for a daycare package. Here's how you can set it up in PawsAdmin.

This article includes two sections

Daycare Evaluation as Part of Your Regular Daycare Booking


1. Set Up Evaluation Daycare Price

2. Use the Default Evaluation Template Price

3. Or, Add Your Own Evaluation Price

  • Select Daycare from the drop-down menu.
  • Set Credit to 1.
  • Check Set Price.
  • Set your evaluation price (0 if it's free).

4. Specify It's for Evaluation During Booking

  • Click on the + Sign at the top of any page to add an appointment.
  • During booking, specify it's for evaluation in the booking notes.

5. Online Booking 

 

Note: You can also add a custom message on this page to provide more information about Evaluation Day.

  • In online booking, if a user checks the box, you will see it in the online request.

Note: All new customers will be tagged 'New Customer', so it's clear which customer requires Evaluation.

 

6. Check in pet and close Invoice

  • After checking in a pet, you will find the automatically generated invoice.
  • Click on Opened Invoice, select Evaluation, and close the invoice.

 

Set Up Daycare Evaluation as Specific Time-Based Appointments

Alternatively, if you offer evaluations at specific drop-off times with limited capacity, you can set it up as a separate service. (Please contact Support to have it added.)

1. Set Up Evaluation Daycare Price

Path: Admin > Settings > Products & Services > Prices

  • Select Evaluation Service from the drop-down menu.
  • Set Check-Out Name to Evaluation.
  • Check Set Price.
  • Set your evaluation price (0 if it's free).

 

2. Set Up Evaluation Appointment Openings

Path: From the left side menu, navigate to: ADMIN > Admin NEW > Settings > Calendar > Schedule

  • Add the appointment availability (e.g., 1 every hour from 9-3 except for lunchtime).
  • Go to the daily calendar to remove an appointment on a specific day or add new openings for a specific day.
  • To remove multiple-day appointments, go to Time-Off/Closure.

3. During Booking, Choose Evaluation and Select a Date and Time

  • Click on the + Sign at the top of any to add an appointment. 

4. In the Online Booking/Client Portal, Select Evaluation to Complete the Booking

5. After Checking in a Pet, an Invoice Will Be Automatically Created for You

  • Select Evaluation to close the invoice.

 

 

Need Assistance?

If you have any questions, please do not hesitate to contact support!