# Create an appointment

_Step by step to create an appointment in TecPet: customer, pet, services, date/time and checklist._

> **💡 Tip**
>
> Keep the **pet record complete** (breed, size and coat) before scheduling: size and coat define the service **price**, and the wizard won't advance if the pet has no breed.

An appointment is created through a **5-step wizard**: **Customer → Pets → Services → Date & Time → Checklist**. You move one step at a time with **Next** (and can go back with **Back**). See each step below.

## Step 1 — Open New Appointment

On the **Calendar**, click the **calendar-with-"+"** icon (top-right of the blue bar). At the top of the wizard, pick the service-type tab: **Pet Shop**, **Clinic** or **Daycare/Hotel** — this defines which services show up in the next steps.

![The day's calendar, organized by status, with the new-appointment icon at the top](https://help.tec.pet/_md-assets/criar-um-agendamento__agenda.png)

## Step 2 — Choose the customer

Use the search field to find the customer. Under **Search by**, pick the criterion: **Customer**, **Pet**, **Phone**, **Tax ID** or **Microchip**, and type into the field. Select the customer from the list.

For a new customer, click **REGISTER NEW CUSTOMER** to [add them on the spot](/en/operacao/clientes-e-pets/cadastrar-um-cliente/). Then click **Next**.

![Customer step of the wizard, with search by Customer/Pet/Phone/Tax ID/Microchip](https://help.tec.pet/_md-assets/criar-um-agendamento__passo-1-cliente.png)

## Step 3 — Choose the pet

The customer's pets appear. Click **SELECT** on the pet to be served. Check **breed, size and coat** — if any is missing, complete it right there (size and coat affect the price, and the pet must have a breed to continue).

If the pet doesn't exist yet, use [**REGISTER NEW PET**](/en/operacao/clientes-e-pets/cadastrar-e-editar-pet/). Then click **Next**.

![Pets step, with the pet selected and the breed, size and coat fields](https://help.tec.pet/_md-assets/criar-um-agendamento__passo-2-pets.png)

## Step 4 — Choose the services

Check the **services and combos** to be done. Use the **search** or the tabs (**Combos, Bath, Grooming, Pickup & delivery**). As you select, the **Total** adds up at the bottom.

In this step you can also set the **requesting employee**, apply a **discount**, enable **Pickup & delivery** and, if the customer has a compatible plan, use it (or **Sell Plan**). Then click **Next**.

![Services step, with the service/combo list, requesting employee, discount and total](https://help.tec.pet/_md-assets/criar-um-agendamento__passo-3-servicos.png)

## Step 5 — Set date and time

Pick the **date** on the calendar and click an **available time slot** in the grid. The slots shown already respect the store's hours and schedule restrictions.

You can also use **Recurrence → Add** (to repeat the appointment) and **Choose employees** to indicate who will perform it. Then click **Next**.

![Date & Time step, with calendar, available time slots and recurrence](https://help.tec.pet/_md-assets/criar-um-agendamento__passo-4-data.png)

## Step 6 — Review the checklist and finish

The last step shows the visit's **Checklist** (the template defined in [Settings → Checklists](/en/configuracao/geral/checklists/)). Tick the items and fill in the fields as agreed with the owner. Click **Next** to **complete the appointment**.

![Checklist step, with the visit's checklist items](https://help.tec.pet/_md-assets/criar-um-agendamento__passo-5-checklist.png)

## After creating it

The appointment shows up in the **Scheduled** column of the calendar. Click its **card** anytime to **see details, edit** or **change the status** (Confirmed, Received, In Service, Finished, Delivered). See [Understanding the calendar](/en/operacao/agenda/entender-a-agenda/) for the status flow.

> **⚠️ Heads up**
>
> The time slots offered respect your [**Business hours**](/en/configuracao/geral/horario-de-funcionamento/) and [**Schedule restrictions**](/en/configuracao/geral/restricoes-de-agenda/). If an expected slot doesn't appear, check those two settings.

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_feature: criar-agendamento · atualizado em 2026-06-09 · fonte: https://help.tec.pet/en/operacao/agenda/criar-um-agendamento/ — TecPet Central de Ajuda_