Managing Pet Services and Appointments for New and Existing Pets at Your Facility

Go to your RunLoyal staff portal on a Google Chrome browser. **All settings-related items must be updated while on a desktop or laptop.

Adding a New Pet Owner to the Facility

  1. 1. Click on the "Add Pet Owner" button located at the top left corner. Alternatively, navigate to the Pet Owners menu and click on "Add Pet Owner".

    Click on the "Add Pet Owner" button located at the top left corner. Alternatively, navigate to the Pet Owners menu and click on "Add Pet Owner".

  2. 2. Enter the required information, including: First Name Last Name Email/Phone Number Any additional necessary details.

    Enter the required information, including: First Name Last Name Email/Phone Number Any additional necessary details.

  3. 3. Choose one of the following options: Click on "Add Pet Owner" to save only the pet owner's profile. Click on "Save and Add Pet" to create the pet owner's profile and proceed to add a pet to their profile.

    Choose one of the following options: Click on "Add Pet Owner" to save only the pet owner's profile. Click on "Save and Add Pet" to create the pet owner's profile and proceed to add a pet to their profile.

Adding a New Pet to the Facility

  1. 4. Select New Pet Option: If the pet is new to your facility, choose the "New Pet (New To The Facility)" option at the bottom of the "Add Pet" popup.

    Select New Pet Option: If the pet is new to your facility, choose the "New Pet (New To The Facility)" option at the bottom of the "Add Pet" popup.

  2. 5. Displaying Services: Toggle for First Pet/Appointment: If the "Display this service for the first pet or first appointment" toggle is ON, only services with this toggle enabled will be visible. Other services will be hidden.

    Displaying Services: Toggle for First Pet/Appointment: If the "Display this service for the first pet or first appointment" toggle is ON, only services with this toggle enabled will be visible. Other services will be hidden.

  3. 6. Appointment Scheduling: When scheduling an appointment for a pet marked as new, only services with the "Display this service for the first pet or first appointment" toggle ON will be shown.

    Appointment Scheduling: When scheduling an appointment for a pet marked as new, only services with the "Display this service for the first pet or first appointment" toggle ON will be shown.

Adding an Existing Pet to the Facility

  1. 7. Select Existing Pet Option: If the pet has previously visited your facility, choose the "Existing Pet (Previously Visited The Facility)" option at the bottom of the "Add Pet" popup.

    Select Existing Pet Option: If the pet has previously visited your facility, choose the "Existing Pet (Previously Visited The Facility)" option at the bottom of the "Add Pet" popup.

  2. 8. Displaying Services: Toggle for Imported Pets: If the "Display this service for imported pets" toggle is ON, only services with this toggle enabled will be visible. Other services will be hidden.

    Displaying Services: Toggle for Imported Pets: If the "Display this service for imported pets" toggle is ON, only services with this toggle enabled will be visible. Other services will be hidden.

  3. 9. Appointment Scheduling: When scheduling an appointment for an existing pet, only services with the "Display this service for imported pets" toggle ON will be shown.

    Appointment Scheduling: When scheduling an appointment for an existing pet, only services with the "Display this service for imported pets" toggle ON will be shown.

Default Service Display

  1. 10. If neither of the toggles mentioned above are ON for a service, it will be displayed normally during appointment scheduling, regardless of pet status.