Create an appointment

💡 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.

On a computer, 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. On a phone the screen is different, in 4 steps: see On your phone.

Agende vários dias de uma só vez

Escola tecpet · T3 · Criar um agendamento

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.

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. Then click Next.

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. Then click Next.

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.

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.

Step 6: Review the checklist and finish

The last step shows the visit’s Checklist (the template defined in Settings → Checklists). Tick the items and fill in the fields as agreed with the owner. Click Next to complete the appointment.

On your phone

On a phone, Grooming and Clinic appointments use their own screen, in 4 steps: Who → What → When → Confirm. The top shows the title, the segment (e.g. Banho & tosa) and the progress bar (Passo 1 de 4 · Quem). The bottom always shows the Total and the button to move on, which tells you what is missing when you can’t advance yet (e.g. Escolha o pet, Escolha o serviço, Selecione um horário).

⚠️ Attention

Daycare/Hotel on a phone keeps the previous step-by-step screen. This new screen applies to Grooming and Clinic.

Step 1: Open a new appointment

On the bottom bar of the Calendar, tap the round calendar-with-”+” button in the center.

To change the service type, tap the segment at the top (e.g. Banho & tosa). It opens the Trocar segmento list with your shop’s segments. Changing the segment restarts the choice of services and time: the customer and the pet stay. The segment can only be changed in the Who and What steps of a new appointment. If you pick Creche (daycare), the phone opens the daycare screen.

Step 2: Who (customer and pet)

A single field searches by owner name, pet name, phone or CPF. Customers are listed with their pets below: select the pet being served.

• A pet without a breed shows the Sem raça badge, and the button reads Informe a raça do pet until you fill in the breed.
• A pet whose breed is not accepted by the shop is blocked, with the reason on screen.
• A pet with a restriction (e.g. suspended) shows a warning to check with the owner before moving on.
• A deceased pet does not show up.
• If nobody is found, use Cadastrar cliente (register customer).

The pencil next to the pet opens Dados do pet (pet details), with Breed, Size and Coat: they define the service prices. Changes only apply when you tap Salvar. After choosing the pet, tap Continuar.

Step 3: What (services)

Select the services and combos. Combos come first, then each category, with the service duration and price. The category buttons at the top filter the list (tapping the active filter again shows everything).

If the pet has an active plan, a notice at the top says what the plan covers, and the plan service shows how many sessions were already used. A service with no plan balance left shows as sold out. Then tap Continuar.

Step 4: When (day and time)

Choose between Agendamento único (single appointment) and Recorrente (recurring) at the top.

For a single appointment:

1. Pick the day in the strip starting today. Days the shop is closed show as fechada. For another date, tap outro and pick it on the calendar.
2. Pick the time. The Horários sugeridos (suggested times) are the three best for that day’s schedule, and each one also shows the finish time. The rest are under Outros horários.
3. Tap Continuar.

• Profissional: shows up when the shop picks the professional by category. In shops that work by professional, choose who handles each category before seeing the times.
• Fazer encaixe and Fazer encaixe com bloqueio: open the overbooking drawer, where you type the Entrada (start) and Saída (end); the end is pre-filled from the service duration. A plain overbooking does not reserve the time; the blocking one reserves the free time of the period. See Overbooking and blocking overbooking.
• A day with no openings shows Ver próximo dia livre (next free day) and both overbooking types.
• A customer with an open invoice shows a warning, which does not block the appointment.

In Recorrente, mark the days on the calendar. By default, Mesmo serviço para todos and Mesmo horário para todos (same service and same time for all) are on, and each day’s time is suggested automatically. A day without a time is left out. With a plan, days beyond the plan limit are left out. The bottom shows the Total por dia (total per day).

Step 5: Confirm

Review the summary before saving. Tap any line to go back to its step: QUEM goes back to the customer and pet; the service goes back to What; the day and time go back to When. Going back does not erase what you already chose.

• Checklist: shows how many items are answered (e.g. 0 de 5 and the 5 sem resposta badge). Tap to open it: it comes with the pet’s default, and you adjust what changes today. See Checklists.
• Desconto e leva e traz (discount and pickup & delivery): opens the drawer with Desconto (R$), valid only for this appointment, and the Leva e traz switch (pick up and return the pet), which is added to the total as a service. Changes only apply when you tap Aplicar. The discount can’t exceed the services’ value.
• Campos personalizados (custom fields): only show up when the shop has fields set up.

Tap Confirmar agendamento (or Confirmar recorrência). If the appointment hits a schedule restriction, the screen asks whether you want to go ahead. Then the shop asks who is booking, just like on the computer.

Once saved, the Agendado screen shows the summary and the total, with two buttons: Ver na agenda, which opens the calendar on the appointment day, and Fazer outro agendamento. If someone else took the time while you were booking, the screen tells you and takes you back to pick another time.

Leave without booking

The arrow at the top goes back one step. The X asks Descartar este agendamento?: Continuar agendando closes the notice, and Descartar leaves without saving anything.

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 for the status flow.

⚠️ Heads up

The time slots offered respect your Business hours and Schedule restrictions. If an expected slot doesn’t appear, check those two settings.