In House Today

The In‑House Today page provides a quick overview of all pets currently on the premises. It lists each pet along with their booking details, services, and any important notes, giving staff immediate access to see who is in the building. 

This makes it easy to monitor occupancy, keep track of daily care needs, and ensure no pets are overlooked. Having all in‑house pets visible in one place helps teams stay organised and respond quickly throughout the day.

To view your In House Today go to Bookings > Filter Bookings > In House Today

In House 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. If there is an Alert associated with the customer’s profile, it will also appear in this section.

  

• Customer name, reference and type
• 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.

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.

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 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.

From each booking entry, you can:

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

Checking out from this option will open the Checkout Information page. From here, you can:

• Checkout
• Checkout and create invoices
• Go to view booking
• Go to the Retail POS Terminal for purchases of items
• View valid purchased packages, add new packages or allocate tokens to the booking
• View invoicing status and amounts paid
• Print the Terms & Conditions, have the customer accept them, or email a copy
• Depending on the service attending, you can change the placement
• Add additional pet notes
• Read any journal entries associated with the booking
• View next booking

For More Information

On Checkins today view - Checkins Today

On how to add a booking view - Adding Bookings