Changing a Booking's Status

Changing a Booking's Status

From the Daycare Calendar Form

  1. Open the Daycare Calendar form if it is not already open.
  2. Click on the required day in the month view window to view bookings on that day.
  3. Click on the booking in the calendar grid.
  4. Click the Status drop-down in the ribbon and choose the new status OR right-click and choose Set Status To from the menu.
  5. If setting the new status to “Cancelled” or “No Show” you will be prompted to enter a reason for the cancellation, either enter a reason and click OK, or click Cancel.
  6. The booking color will be updated in the Daycare Calendar form to reflect the new status. If the status was changed to “Cancelled” the booking will not show once the calendar has been refreshed, however you will still be able to view the booking in the Customer or Pet flyout.

From the Customer or Pet Flyout

  1. Locate the customer/pet in the Customer/Pet List or search for the customer/pet. Once found, double click or hit the ENTER key to open the customer or pet flyout. Click the Bookings tab.
  2. Select the booking required and change the Status column drop-down to the new status.
  3. If setting the new status to “Cancelled” or “No Show” you will be prompted to enter a reason for the cancellation, either enter a reason and click OK, or click Cancel.
  4. The booking color will be updated in the grid to reflect the new status.

Checking in a booking sets the “Time In” field to the current time (if not previously set). If the booking is set to be paid by a prepaid credit with a fixed number of credits, the credit(s) will be deducted when the status is changed to “Checked Out and Completed” or “No Show”. Checking out a booking also sets the “Time Out” field to the current time (if not previously set). PetLinx will calculate the duration of the booking based on the check in and out times and if it exceeds the maximum duration of the session, you will be notified and prompted to review the booking.

Note: If you are using the Desktop Network or Cloud editions of PetLinx, users with the “General User” security group will only have the ability to cancel bookings if the “Cancel Bookings” permission is ticked in the System Options form, Security tab.

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