Boarding Overview
These instructions will help you set up and schedule the Onboarding module of Daysmart Pet.
DaySmart Pet Boarding Module is required for the following. If you would like information on the boarding module, please contact our Software Consultants at +1 (800) 527-7600.
Create a Boarding Service
1. Click on Services.
2. Press the + sign in the bottom right corner.
3. Enter in the Name for the Service.
4. Select Service Type Boarding.
5. Enter Service Category or select one from the drop-down.
6. Enter default Price for service.
7. Under resource select Rooms for this service, if you do not have rooms see Creating a Room below.
8. Press Save to finish creating your room.
Creating Kennels
Log into your DaySmart Pet Software
Click on the More tab and select Resources
Click on the + in the bottom right-hand corner of the screen
On the Create Resource screen, select the Resource Type as Kennel, enter the name of the kennel.
If you wish to add more than one room, below the Kennel Count section, select Add Kennel
After creating and naming the Kennel, go to the Service section at the bottom to link a service. Here you will search in the search bar for the service this Kennel will be linked to. You will also be able to link these Kennels under the Resource section in the Services Tab.
Scheduling a Boarding Appointment
Click on Appt Book
In the upper right corner of the Appt Book switch to Boarding View. If no kennels or services are shown see Creating a Kennel above.
Select + sign in the bottom right corner
Select the date for the appointment.
Under Which Pet? Search for and select Pet and Client or click + new client and pet to enter a new one.
Under Which Service? Search for and select Service.
Select the drop-off/pick-up time.
Click on Schedule to Create the appointment or on Appt Details to add additional Pets and Services As well as to set up recurring appointments. See Creating Recurring Appointments for additional info on Recurring appointments.
