Updating Room Assignments in Calendar by drag and drop: A Step-by-Step Process

RunLoyal Support

Created Dec 22, 2023

Updating Room Assignments in Calendar by drag and drop: A Step-by-Step Process

52

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

0 Steps

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Calendar Drag and Drop

2 Steps

In Calendar, for lodging based appointments, now you can move the pets among different units irrespective of their service assignment in Visual Map and an option to update the invoice to reflect the pricing

1

Click on "Calendar"

Click on "Calendar"
2

Within the Calendar, click on the "Lodging" section.

Within the Calendar, click on the "Lodging" section.

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Move the Appointment

1 Step
3

Locate the checked-in appointment you want to modify.Drag and drop the appointment into the desired room.

Locate the checked-in appointment you want to modify.
Drag and drop the appointment into the desired room.

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Choose Day(s) to Modify

1 Step
4

Decide whether to change the room assignment for a specific day or for all current and future days.Select the appropriate option.

Decide whether to change the room assignment for a specific day or for all current and future days.
Select the appropriate option.

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Update Services and Invoice (Optional)

3 Steps
5

If needed, adjust any services associated with the new room.Choose whether to update the invoice immediately or not to update.

If needed, adjust any services associated with the new room.
Choose whether to update the invoice immediately or not to update.
6

Click the "OK" button to finalize the room assignment change.

Click the "OK" button to finalize the room assignment change.
7

Observe that the appointment now reflects the modified room assignment for the selected day(s).

Observe that the appointment now reflects the modified room assignment for the selected day(s).

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View Invoice (Optional)

3 Steps
8

If you updated the invoice, take the following steps to view it:Click on the overflow menu (usually represented by three dots)

If you updated the invoice, take the following steps to view it:
Click on the overflow menu (usually represented by three dots)
9

Select "View Invoice" from the available options.

Select "View Invoice" from the available options.
10

The invoice will display the updated room information, as well as any changes in quantity and amount.

The invoice will display the updated room information, as well as any changes in quantity and amount.

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Check Runcard in To-Do menu

2 Steps
11

Navigate to the "To-do" section.Click on the runcard for the appointment that you moved to a different room.

Navigate to the "To-do" section.
Click on the runcard for the appointment that you moved to a different room.
12

Verify that the runcard now displays the updated room for the day(s) you modified, while retaining the original room information for any days that were not changed.

Verify that the runcard now displays the updated room for the day(s) you modified, while retaining the original room information for any days that were not changed.

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Verify Daily Snapshot

1 Step
13

Access the "Daily Snapshot" feature.Confirm that the pet's newly assigned room is accurately reflected in the snapshot.

Access the "Daily Snapshot" feature.
Confirm that the pet's newly assigned room is accurately reflected in the snapshot.
Well done!
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