Checkins Today

The Checkins page gives you an organised view of all bookings scheduled to arrive. It lists each pet alongside the customer details, the service booked, appointment times, and the current booking status. Staff can quickly confirm arrivals, review any notes or requirements, and ensure everything is in place before the pet is checked in. This page is designed to streamline the daily workflow and make it easier to manage multiple arrivals throughout the day.

To manage your Checkins Today go to Bookings > Filter Bookings > Checkins Today

Checkins Today can also be accessed via the main dashboard

From this page, you can quickly view all key booking details at a glance, including:

• Booking Reference & Area Type along with an indication of whether the booking is part of a group booking or a repeating cycle. 

• Customer name and any alerts
• Pet’s name, photo and tags
• Breed and animal type
• Service booked and assigned pen (where applicable)
• Location, when using multi‑site plans
• Check‑in and check‑out dates
• Amount paid for the booking
• Amount owing, including any outstanding account‑level balances
• Check‑in status
• Vaccination status
• Whether the Terms & Conditions have been signed
• Any notes linked to the pet’s record, such as dietary requirements, medical information, alerts, or general notes.

Hover over the notes icon to read the full details.

By clicking the + icon on the far left of the booking entry, you can view the additional information for the pet and secondary contact for the customer.

From each booking entry, you can:

• Check the booking in
• View the booking
• View the booking group, if it forms part of one
• Edit the booking
• Cancel the booking

Checking in from this option will open the CheckIn Information page, allowing you to review the booking in more detail. From here, you can:

• Checkin 
• Checkin and create invoices
• Allocate tokens
• Add the purchase of a package
• Print the Terms & Conditions, have the customer accept them, or email a copy
• Add additional pet notes
• Read any journal entries associated with the booking

When the 'Booking Quick Check-in' setting is turned on, this page is skipped. The system will automatically check the booking in without showing the Check-in Information page.

To perform a quick checkin on multiple bookings at the same time, select the checkbox to the left of each booking you want to check in. 

Once selected, choose the button at the top right to process them together.

The Search bar lets you quickly look up a booking.

To help you search efficiently use information like:

• Booking Ref
• Customers Name
• Pets Name

Click the   Filter icon in the top right corner to open the filtering menus, where you can narrow your search using specific criteria

Select Animal Type - Enables you to filter bookings by Pet Type.

Select Location - Enables you to filter bookings by location when using the multi location plans.

Select Area - Enables you to filter by Area Type such as Daycare, Boarding or Grooming.

Select Item Type - Enables you to filter by the different Item Types you may have set up within each Area Type.

Select Tag - Enables you to filter bookings that have any pets with a specific tag.

Select Customer Type - Enables you to filter bookings by Customer Type.

Select Vet -  Enables you to filter bookings with pets looked after by specific vets.

Select Exclude Vet - Enables you to filter bookings with pets that are not looked after by specific vets.

Select Vaccination Status - Enables you to filter the bookings by the pets vaccination status.

Select Terms Status - Enables you to filter the bookings by T&Cs status.

Portal Only - When toggled on, the list will filter to show only the bookings that were made through the customer portal.

Include Checked In - When toggled on, bookings that have already been checked in will be displayed. When off, these bookings will be hidden from the list.

Todays Pen Sheets can be printed by selecting the button top right.

Todays Checkin Sheets can be printed by selecting the button top right

You can also add a new booking by selecting the button top right.

If you want to show more or fewer entries on the page, use the Show Entries dropdown in the top‑right corner.

The system defaults to showing 10 entries to help reduce server load, but you can increase this up to 5,000 entries if needed. 

You can also export the displayed data in different formats at any time for reporting or backup purposes:

Excel – Exports the data to a Microsoft Excel (.xlsx) file, ideal for sorting, filtering, and advanced data manipulation.

CSV – Downloads the data as a Comma-Separated Values (.csv) file, useful for importing into other software or databases.

Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.

Just a heads-up when you're ready to print or export: the system will only include the entries currently visible on your screen.

To ensure you get your full list, please remember to adjust the "Show Entries" dropdown to reflect the total number of records you need before clicking export.

For More Information

On Pen Sheets and Checkin Sheets view - Booking Sheets (Pen & Checkin) - Settings

On how to add a booking view - Adding Bookings

On Pet journals view - How do I Utilise the Pet Journal?