Here is how to efficiently manage the complete boarding process from check-in to check-out. This guide covers all essential steps and optional features to ensure smooth operations.
Check-In Process
Initial Check-In Steps
- Navigate to Left side menu > Today > Check-ins > Boarding tab
- Find guest:
- Search by pet name
- Search by client name
- Type any identifying information
- Click "Check-in" button
Verifying Boarding Details
During check-in, review and update:
- Feeding schedule
- Medications
- Add-on services
- Special instructions
- Booking notes
Pro Tip: These details generate your:
- Team's boarding to-do lists
- Pet report cards
- Run cards
Multiple Pet Check-In
- Complete first pet's check-in
- Repeat process for additional family pets
- Verify details for each pet individually
Correcting Check-In Errors
- Click "X" next to pet's name to undo check-in
- Repeat check-in process as needed
Post Check-In Tasks
Invoice Management
- Click "Generate Invoice"
- System creates single invoice for all family pets
- Choose action:
- Process payment immediately
- Save as draft for later
Essential Documentation
- Access Run Card:
- Click "Run Card"
- Print as needed
- View Run Card Tutorial
- Manage Daily Tasks:
- Click "Todo" to update:
- Feeding schedule
- Add-on services
- Health checks
- View Facility Todo Tutorial
- Click "Todo" to update:
Optional Features
- Send Report Cards:
- Click pet name
- Select "Send Report Card"
- View Report Card Tutorial
- Add Boarding Notes:
- Click "Boarding Notes"
- Enter relevant information
- Save updates
Check-Out Process
Standard Check-Out
- Go to "Who's Here" tab
- Search for pet/client
- Review options:
- Standard check-out
- Extend stay
- Early check-out
Payment Processing
- Review auto-generated invoice
- Process payment:
- In-person payment
- Online payment (if enabled)
- Click "Check Out"
Post Check-Out Options
- Undo check-out:
- Click undo icon next to checked-out pet
- Pet returns to active status
Pro Tip: Type "-in" in search to view all currently checked-in pets
Quick Reference
- Invoices generate automatically at booking
- Online portal customers can pay through portal
- All family pets appear on single invoice
- Check-in details populate todo lists automatically
Related Resources
- Boarding Prices Setup
- Boarding Capacity Setup
- Board and Train Model
- Run Card Management
- Facility Todo System
Need help? Contact our support team at support@pawsadmin.com. We're here to ensure your boarding operations run smoothly! 🐾