The question that arrives on a go-live morning is how to take the money out of Ready to Pay. It is a status rather than a payment screen, and it is where a booking sits once the pet has been checked out and the invoice is waiting.
The morning is a list of exceptions
- Open Mission Control and set the date you want to read.
- If Attention Required is not showing, select Expand in the header.
- Select a tile to open its list.
Attention Required is the one card that lists what is wrong rather than what exists. A tile only appears when its count is above zero, so the card is short on a quiet day and long on a bad one, and each tile opens its own list rather than one merged queue. Most counts follow the date at the top of the screen. Payment issues looks back 180 days and Pending appts. looks ahead 180 days whatever that date is, so All Clear means nothing outstanding for the day you are looking at and nothing in either window.
Tip
Work it before you open the calendar. Payment issues and Terms not agreed are the two that turn into a conversation at the counter later.
Check in, and the run sheet you print
- Open Mission Control and choose the Run Sheet view.
- To check a pet in, select Manage on its card, then Check In.
- If the header shows Compress rather than Actions, select Compress.
- To print the day, select Actions in the header, then Print Day Run Sheet.
Run Sheet is the view built for a bench. Every note on the booking is opened out under the card instead of sitting behind a click, and the three categories have different authors: Internal Notes is yours and the owner never sees it, Customer Notes is yours and they do, Pet Owner Instructions is what they typed when they booked. Check In sits in Manage on the card and sets the booking to In Progress, and Auto-start appointments under Settings then Automatic Actions does the same thing at the scheduled start time without anybody touching it.
Dog walking: a key number or a gate code goes in Internal Notes, the one block the owner's copy never carries, so it can ride the printed run sheet without being handed back to them.
Trap
Print Day Run Sheet is the PDF that carries every note block. The CSV under Download View As on the calendar is a different export and carries no notes at all, and the Run Sheet PDF beside it is built from the calendar rows, which leave the notes out too.
Walk-ins, Ready to Pay, and the way back
- Open Mission Control and choose the Workflow view.
- Switch off Drag Lock in the toolbar.
- Drag the card one column to the right.
- To take back a check-out, select the card in Ready to Pay, then Undo Check Out.
A walk-in is a booking for today: Actions then New Appointment, and the card appears in Confirmed when its start time is still ahead, or straight in In Progress when the start time has already passed. A shampoo sold at the counter with no booking behind it is Quick Sale in the same menu. Cards move one column to the right at a time, and each landing runs the real action rather than relabelling the card.
| Drop it here | What runs |
|---|---|
| Confirmed | Accepts a booking that was waiting on you |
| In Progress | Checks the pet in |
| Ready to Pay | Checks the pet out and prepares the invoice |
| Checked out & Paid | Takes the payment |
So getting paid out of Ready to Pay is one more column: the drop opens the checkout, and Express Drag, which appears in the toolbar once Drag Lock is off, is the setting that charges a card on file instead of asking. It switches itself off again when you close the tab. Dragging left is refused, so an accidental drop into Ready to Pay is undone from the card and not from the board: open it and choose Undo Check Out, which puts the booking back to the status it came from.
Trap
Undo Check Out only shows on a card that reached Ready to Pay by being checked out. A booking pushed there by un-marking a payment has no check-out to undo, so the entry is left off rather than offered and refused.
