Kennel Booker

How to block a customers access to the online booking system

Block Customer

Quickly check to see if a customer has registered for an online account.

How to know if a customer has an online account setup?

Adding credit to a customers account, and how to apply it to a booking.

Adding Wallet Funds (Account Credit) to a Customer's Account

Send customers an email with their statement of outstanding payments owed. How to send customers an Invoice.

Send an Invoice to a Customer

This article shows you how to add and edit vets in KennelBooker

Add and Edit Vet Details

Adding notes to a Customers file

If you have multiple unpaid/checked-in bookings for a customer you can group them all into one invoice.

Checkout multiple bookings for a customer

How to help your customers to log into your online booking portal

Troubleshooting Customer Login Problems

If you need to look up something quickly on a customers record you can normally find that information on the customers history page.

Customer History Page

You can record emergency contact information on the customers profile page.

Record Emergency Contact Info

How do I delete a customer? How do I archive a customer record?

Delete or Archive a Customer

How to remove all bookings added to the system for a customer!

Cancel or Delete customers future bookings.

If you have multiple records in the system for a customer, you can merge records to tidy up your database

Merging Duplicate Customers

KennelBooker lets you add documents to customer and pet records.

Uploading Documents to Customer and Pet Records

Once your customer accounts have been added to KennelBooker you can send everyone a welcome/registration link to create an online account

Send Registration Email to Customers

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Customers

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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