Welcome to the Help Center

Expiration Reminders

Now you can set up Expiration Reminders that will appear in each client's profile and appointment windows. Expiration Reminders are custom fields with an expiration date.

When the expiration date is past, an Expiration Reminder will appear as a red badge in the client profile and the client's appointment windows. It is a convenient notification to remind you when your staff or the client need to take action.

exp_tag.png

Expiration Reminders are particularly useful for:

  • Vaccination Expiration Reminders
  • Haircut/Coloring Reminders
  • Dietary Reminders
  • Registration Expiration
  • Membership Expiration
  • Anything else you can think of!

Clients will not see the Expiration Reminders - it is solely for you and your staff.

You can include the Expiration Reminder fields as questions in the intake form, or you can choose to enter the field information manually in each client's profile.

You will set up Expiration Reminders in the Clients tab.

  1. Select Clients
  2. Select Manage Clients
  3. Select Customize Client Fields

customize_client_fields.png

You can add Expiration Reminders to any field category: to client fields, to pet fields (for pet businesses), or to automotive fields (for automotive businesses). For example, you would enter a pet vaccination expiration under "Custom Pet Fields."

At the bottom, select Add Field.

add_field.png

In the field type, select Expiration Reminder.

Screen_Shot_2017-04-04_at_9.18.35_AM.png

 Next, fill out the Field Name and Expiration Tag.

  • Field Name: The title of the field. The person entering the expiration date will see the Field Name and respond with the date. 
  • Expiration Tag: The badge that will appear in the client profile and client appointment window after the field is expired. Clients will not see the Expiration Tag.

You can preview the Field Name and Expiration Tag at the bottom. The Expiration Tag will only appear if the expiration date is past.

When you are finished editing, click save.

preview.png

If you'd like customers to enter this expiration date when they book online, you can include the field in your Intake Form. Click here to learn how to set up an Intake Form.

Alternatively, you and your staff can enter the expiration date from the client profile:

  1. Select Clients
  2. Select a client's name to open the client profile
  3. Click the Edit symbol in the Client section (for Client Fields) or in the pet section (for Pet Fields) - see photo below for example.

edit_details.png

The popup below will appear with all your Custom Pet Fields. You will see the Expiration Date field you just created. Enter the expiration date and click save.

rabies_exp_date.png

The expiration date will now appear in the pet's section in the client profile. When the expiration date is past, a red badge will appear in the Client Profile beneath the expiration date (see examples below). 

Before the Expiration Date

not_yet_expired.png

After the Expiration Date

rabies_expired.png

 

The red Expiration Tag will also appear on any of the pet's appointments past the expiration date.

Before the Expiration Date

before_exp_date.png

 

After the Expiration Dateexp_tag.png

 

The example above was for a Pet Expiration Reminder (created as a Custom Pet Field).  The process is analogous if the Expiration Reminder is a Custom Client Field. The Expiration Tag will appear in the "Client" section of the client profile and in any appointment scheduled with the client.

Powered by Zendesk