Bookings

What it does — The central booking list. Pending requests are always shown (no age cap) so nothing stale slips past you; accepted/declined activity is limited to the last 30 days to keep the list clean.

• Invoice status — Shown for single bookings. Recurring series and memberships don't show one, because a series covers many days and memberships are billed through the membership. Pending and cancelled bookings only show it if something on them was invoiced.

What it does — Manages repeating bookings. Pending and accepted recurring schedules are kept in separate buckets so you can act on new requests independently of schedules already running. A schedule can repeat on any number of weekdays — a pet coming in every Monday, Wednesday and Friday is one schedule, not three. It appears as a single row with a chip for each day, and editing or ending it applies to every day at once. A schedule runs either weekly or fortnightly, chosen when it is created; fortnightly ones carry a Fortnightly badge next to their day chips so a dog that is simply not due this week is never mistaken for a missing booking.

• One schedule, many days — Mon/Wed/Fri is a single recurring booking with a chip per day, rather than three separate schedules to manage.
• Weekly or fortnightly — A Fortnightly badge marks a schedule that runs every other week. The alternate weeks are fixed by its start date and do not drift.
• Add or remove a day later — Edit a series to bring in another weekday or drop one, without rebuilding the schedule. Past bookings are kept.
• Per-day end dates — Give one weekday its own end date — for example, stop the Friday in September but keep Monday and Wednesday running.
• Membership schedules stay in plan — A schedule backed by a membership plan can only run on as many days as the plan covers, and always repeats weekly.
• Notice to end — A customer ending a recurring booking keeps it running until your notice period is up. Set it in Settings › Customers.
• Fee shown up front — Customers see the count and total of late-cancellation fees before ending a recurring booking.

What it does — Shows how often each pet/owner books — useful for spotting your most regular customers and gaps in attendance.

What it does — A visual density view of bookings across days, making busy and quiet periods obvious at a glance.

What it does — A month of any one service on a single page. Pick a service and a month, and you get a bar for every day showing how busy that service is, and below it a table of the bookings themselves. The page changes shape depending on the service you choose. Multi-day services — Sleepover, and any service booked as a Stay — are counted in nights and listed one row per stay, with the arrival date, the departure date and the number of nights. Everything else is counted in bookings and listed one row per booking with its timeslot. It opens on Sleepover where you offer it, because a boarding month is the hardest thing to read off a calendar: a stay occupies a fortnight of squares without ever telling you who arrives when, who leaves when, or how many beds are spoken for on a given night. Stays that begin in the previous month or run into the next are included with their real dates, greyed on the end that falls outside the month on screen, so a long stay is never silently clipped. Cancelled and declined bookings are left out throughout.

• It is not only for boarding — The service picker covers everything you offer. Choose Grooming or Daycare and the page counts bookings per day and lists each one with its timeslot; choose Sleepover or a Room Share and it counts nights and lists whole stays.
• One row per stay, not per day — A week-long boarding is a single line with its arrival, departure and night count — not seven lines, and not one line repeated on every day it touches.
• Nights, not days — The night a dog goes home is not a night it stayed. A 12th-to-19th stay is seven nights everywhere on the page, in the chart and in the table alike.
• Stays that cross a month — A stay running in from last month, or out into the next, is still listed with its true dates and still counts toward the nights it occupies in the month on screen. The date outside the month is greyed rather than hidden.
• Pending is shown, cancelled is not — Requests still waiting on you appear with a Pending badge so a provisional booking is never mistaken for a confirmed one. Cancelled and declined bookings are excluded entirely.
• Where — Bookings → Monthly Summary.

What it does — A chronological audit trail of booking activity (created, accepted, declined, changed).

What it does — Collects every day note in one place — the note left when a booking is made and the separate Daycare reply your team adds afterwards. The Daycare reply is shown to the owner on their booking, so anything only your team should see belongs in Staff notes on the dog's profile instead. Both are per-day: on a multi-day boarding each day of the stay carries its own note, and a note only appears on the day it was written for. The note left at booking time is shown read-only here; the Daycare reply is yours to add or edit.

• A note belongs to a day — Notes are attached to the date they are about, not to the booking record. On a boarding or a repeating schedule, a note shows on its own day and nowhere else.
• Two authors, kept apart — The customer's note and your Daycare reply are stored separately. Your team's note never overwrites what the customer wrote, and the customer never sees their own words shown back to them as a note from you.
• Repeating bookings don't repeat the note — A note left while setting up a weekly schedule applies to the first date. Later dates start clean, so a one-off remark doesn't follow the pet around for a year.
• Notes stay off invoices — Notes are for your team, not for billing. Invoice lines are built from the service, pet and dates, so nothing a customer types can appear on an invoice.
• The owner sees your reply — Your Daycare reply shows on the owner's booking as a note from your daycare. For things only your team should see, use Staff notes in the Notes section of the dog's profile. Owners never see those, and they stay with the dog for every booking.

What it does — The Add Booking screen lets you book more than one pet at the same time. Pick several pets and each gets its own booking (and charge) for the same service, date(s) or weekly recurring schedule, transport and notes — all created together in one step. Pets don't need to share an owner. This works for one-off, date-range and recurring bookings from both the admin dashboard and the owner portal; only trial pets and membership plans are still booked one pet at a time.

What it does — For services that particular people deliver, like grooming, a booking is with a person rather than just the service. Once a service has people set under 'Who delivers this service' (Finance › Services), the booking form asks who it's with, and the times offered are the ones that person actually has free across everything they do. The same groomer can't be booked twice at 09:00 for a full groom and a bath, while a colleague stays bookable at that time. Services with nobody assigned, like daycare and sleepovers, book exactly as before.

• With — Lists the people who deliver the service and can work that day. Anyone with a blocked date, approved time off, or who doesn't work that weekday is already left out. If nobody can, the form says 'Nobody is available for this service on that date' and asks you to pick another date.
• Their free times — The time grid follows the chosen person's diary rather than the service's. Each of their other bookings is greyed out for its own length, so a 90-minute groom and a 30-minute bath both count, and you're never offered a time the save would refuse.
• The customer asked for them — Picking someone at the desk is an assignment, not a request. Tick this only when the customer asked for that person, for example on the phone. The request stays on the booking even if it has to move later, and changing who is picked clears the tick.
• Fully booked — Someone already at their 'Most per day' limit for the service shows as '— fully booked' in the list, and the form says so when you pick them. You can still book them: the booking goes through as a request to approve, the same as going over the service's daily capacity.
• Moving to a colleague — Open a booking and change With to hand it to someone else, for example when a groomer calls in sick. The times follow the new person's diary. The customer's original request stays on the booking, and it shows 'The customer asked for …' so whoever answers the phone knows.
• Recurring bookings — A recurring series can be booked with one person, and every future date stays with them. Before saving, Genera checks each date against their diary, blocked dates and time off, and names the dates that don't work rather than just saying the time is taken.
• Customers booking online — Bookings customers make online are always with someone. If the service has 'Let customers choose' switched on, they see the same choice when they book, with 'No preference' as the default, and choosing someone is a request. With no preference, or when the service doesn't offer a choice, Genera gives the booking to someone who works that day and is free at that time, so one busy groomer never turns a customer away while a colleague is free.
• Their working hours — Appointment times start when the person starts and finish by the time they finish, so a 2-hour groom isn't offered in the last hour of their day. With several people and none chosen, the times cover whoever could take it. A customer booking online is never given a time outside someone's hours; staff can still place one.
• Booking over a clash — A time that overlaps one of the person's other appointments shows in amber rather than greyed out. Pick it and the form warns that it will be booked over them, then you book as normal. Customers are never offered a clashing time.
• Bookings with nobody under With — Every booking on these services should be with someone. One with nobody under With, for example a booking made before people were set on the service, still takes up time for the person when they're the only one who delivers it. With several people Genera can't tell whose it is, so it doesn't take up anyone's time and that slot can be booked again: open the booking and choose who it's with.

What it does — Each service can carry a maximum number of bookings per day. Once a day reaches that limit the service is full — and any further request for that day arrives as a pending waitlist request instead of confirming automatically. You never lose the booking; you simply decide who gets the space. Whether owners see the numbers behind all this — how many spaces are left, how full a full day is — is your call: your capacity stays private unless you switch Show Remaining Spaces to Customers on. Once a day is full, you decide how long the waiting list runs: unlimited, a set number of requests, or none at all. And on any day you can stop requests for particular services by hand.

• Maximum bookings per day — The cap for one service on one calendar day. Set it in Settings › Service Settings or as Maximum daily bookings on the service itself. Leave it blank for unlimited.
• What counts towards the limit — Only confirmed bookings take up a space. Pending waitlist requests, declined bookings and cancellations do not, so space frees up the moment a booking is cancelled.
• What the customer sees — Always a clear notice when a date is full and their booking will come through as a waitlist request pending your approval. Whether they also see the numbers behind it — how many spaces are left, how full a full day is — depends on the Show Remaining Spaces to Customers switch.
• Show Remaining Spaces to Customers — A switch at the bottom of Settings › Service Settings. Off to begin with, so your capacity is treated as your own business: owners learn a date is full, but not how many places you have or how close to full you run. Turn it on to show them the counts. It changes nothing about how bookings behave either way, and you always see the numbers.
• Approving from the waitlist — Waitlisted requests sit in Bookings under Pending Approval. Approve to confirm the booking, or decline it. There is no automatic promotion when space frees up — you choose.
• Waiting list size — Set on the service under Maximum daily bookings. Blank keeps taking requests on a full day, a number stops after that many pending requests for the day, and 0 stops as soon as the day is full. Every pending booking for that service on that day counts.
• Stop requests — From the day panel on the dashboard: tick the services that can't take any more that day. Customers can't book or request them, even with space left. Staff can still book.
• Recurring bookings — Recurring schedules bypass the daily cap because they materialise many future dates at once, so a series can push a day over its limit.
• Full is not closed — A full day takes requests until its waiting list is full. To stop them for a service on a particular day, use Stop requests in the day panel. If you are shut altogether, mark the day Closed instead: from the day panel on the dashboard calendar, or under Settings › Operating Times › Closure dates. Owners can't book a closed day at all.

What it does — Two switches under Settings › Service Settings decide how a sleepover's dates and price work. Sleepover Checkout Day & Automatic Daycare sets whether the end date you enter is the day the dog goes home or its last night, and whether Genera books a daycare for the day it leaves. Charge Daycare for each full day of a sleepover only appears once the first switch is on, and adds a Daycare charge for each day the dog is with you during the stay. Most daycares price a sleepover to cover the day and the night, so that second switch stays off. It exists for daycares whose sleepover price is for the night only, with daytime care charged on top.

• Example: one price covers the day and night — Sleepover £55, Daycare £40. Switch on, daycare charge off. Booked Friday to Monday with a PM checkout: 3 nights × £55 = £165, plus Monday's daycare £40, so £205 in total. With an AM checkout it is £165.
• Example: night-only price, daycare on top — Sleepover £35 a night, Daycare £60, weekend rate £75. Both switches on. Friday to Monday with an AM arrival and a PM checkout: 3 nights × £35 = £105; daycare on Friday £60 and on Saturday and Sunday 2 × £75 = £150 (invoiced as Sleepover + Daycare); plus Monday's daycare £60. £375 in total. With a PM arrival Friday isn't charged as daycare, so £315.
• Example: switch off — Sleepover £55. For a dog arriving Friday and going home Monday morning, enter Friday to Sunday: 3 nights × £55 = £165. If the dog stays for Monday daytime, add Monday's daycare yourself.
• How the daycare days are counted — With the daycare charge on, a stay gets one Daycare for each night, starting on the arrival day, or on the day after it for a PM (evening) arrival. The checkout day is never counted here, because a PM checkout books its own daycare for that day. Each day is priced on its own date, so weekend days get your weekend rate and weekdays your usual rate, and days at the same price are grouped into one line on the invoice.
• Weekly loyalty steps — The daycare days of a stay count towards the dog's weekly steps just like daycare bookings. If your Daycare has a weekend rate, only the weekdays count. See Finance › How prices are worked out.
• On the day the dog goes home — Your registers show Going home AM or Going home PM on the checkout day instead of another night. A PM dog is on the evening drop-off run only, with no morning collection, because it is already with you.
• Custom prices — A custom price on a booking replaces the per-night sleepover price only. The daycare charges, for the checkout day and for the days in between if that switch is on, stay at your Daycare rate. A dog whose own Daycare price is £0 is never charged for them, weekends included.
• Editing a stay — Change a stay's dates or its arrival time and press Save, and its daycare charges are worked out again for the new days. Charges already on an invoice, including a draft, are left as they are. Change those on the draft invoice.
• Recurring sleepovers — A recurring sleepover is charged at the sleepover price only. It never gets an automatic daycare.
• Which to choose — If you quote customers one price per night and that is the whole bill, leave the daycare charge off. If you quote boarding plus daycare as two prices, turn it on.