Resource spanning: Cross-location resource utilization - Scheduling an appointment for a service from a linked location

RunLoyal - All-In-One software to run your pet business

1. 1. Resource Spanning Overview:

   1. This is only applicable when a service offered at Location 2 is being presented to Location 1 via the business portal.

   2. Any type of service such as lodging/capacity/grooming can be offered from one location to multiple location(s). This Resource Spanning setup must be done by the RunLoyal team by emailing puppylove@runlyoal.com)

   3. In this example, we have set up an 'Overnight Boarding' that is set up as Location 1 like any other lodging-based service that would be set up.

   4. We are going to review how to create an appointment from the business portal from Location 2.
      

2. 2. Login to the Location 2 portal

   

3. 3. [At Location 2] Type the 'Pet owner's/Pet's name' in the common search bar and go to the Pet owner's page.

   

4. 4. [At Location 2] Click on "Add Appointment"

   

5. 5. You can now see a Boarding service with "BUILDING ICON" which has been linked on our end for Location 2 from Location 1. To proceed, please click on 'Boarding'

   

6. 6. [At Location 2] Click on "Assign"

   

7. 7. [At Location 2] Now you can see the visual map/assignment screen that has been linked to this service from Location 1 presented to your current location i.e Location 2

   

8. 8. Click on "Assign"

   

9. 9. [At Location 2] Click on the "Daily Snapshot" menu. You'll find your pet listed under the assigned service as Normal

   

10. 10. [At Location 2] Go to the "Appointment" menu where you can see the appointment of that Pet as a Normal appointment.

    

11. 11. [At Location 2] Click on "To-Do" menu. Here you can view a Building icon that represents the service linked from Location 1.

    

12. 12. [At Location 2] Go to the "Report Card" menu. There, you'll find a building icon representing the service from Location 1.

    

Location 1

1. 13. Now Login to the Location 1 portal

2. 14. [At Location 1] Click on the "Daily Snapshot" menu to view a Building icon representing the linked service for Location 2.

   

3. 15. [At Location 1] Go to the "Appointment" menu where you can see the appointment of that pet with the "Building icon" stating Service provided at Location 1

   

4. 16. [At Location 1] Click on the "To-Do" menu. Now, you can view a Building icon for the linked service

   

5. 17. [At Location 1] Go to the "Report Card" menu. There, you'll find a building icon representing the service from Location 1.

   

6. 18. Click on "Calendar" menu, Go to the appointment date and Now you can see the "Building Icon"

   

7. 19. [At Location 1] Click on "Pet Count" and there you can see a "Building Icon"

   

8. 20. [At Location 1] Go to "Visual Map" menu and Under 'Upstairs Boarding Area' you can see a "Building Icon"