Requiring pet boarding deposits can reduce no-shows and cancellations, and increase customer accountability. In PawsAdmin, you can set up a seamless flow to charge deposits. Here is how:
1. Set Up Boarding Deposit Percentage
Path: Admin > Settings > Boarding Config
- Fill in your preferred Deposit Percentage (Between 0 and 100).
- Leave other settings unchanged.
- Click Update.
2. Making a Boarding Reservation
From PawsAdmin Dashboard:
Path: Top of the menu > Calendar > Boarding Booking View
- Select Date and Time.
- Search for a pet, and all family pets will be loaded for easy booking.
- Select a space.
- Book and fill in your booking preferences.
- Click Confirm & Book.
- Repeat for all family pets.
- When done, click on Show Invoice.
Online Booking:
Path: Left Side Menu > Communications > Online Booking > How to Book > Preview
- Book a Boarding reservation.
- Accept it in PawsAdmin Dashboard.
- Once accepted, click on Generate Invoice.
3. Deposit Invoice
Following the previous step, on the automatically generated invoice:
- Make any changes as needed.
- Check the Is this a deposit invoice checkbox.
- The totals will be instantly adjusted to the Deposit % set in your settings (Step 1).
- Choose a payment method.
- Save the invoice.
- Or, click Tender=Due and close the deposit invoice.
Note: To charge the payment method on file, activate integrated payment.
- Once activated, you can save a payment card on a customer's profile page directly.
- Or, you can require a payment method for online booking (see tutorial here).
4. Charge the Remaining Balance
- In Today > Check Ins, go to the Boarding tab.
- Click Check In, make updates to the booking preferences as needed.
- Once checked in, you can find the pet on the Who's Here Tab.
- Use the search field to instantly locate the pet.
- Click Generate Invoice.
- On the invoice, you will find the invoice balance automatically calculated for you.
- Make adjustments to the invoice as needed.
- Save the invoice. Or, click Tender=Due and close the invoice, and the remaining balance will be charged.
- On the invoice, you will find the invoice balance automatically calculated for you
- Make adjustments to the invoice as needed
- Save invoice. Or, click 'Tender=Due', and close the invoice, and the remaining balance will be charged
Need Assistance?
If you have any questions, please do not hesitate to contact support!