When setting up and managing the self-booking options for your group services and series, there are a few factors that impact the available bookings that display for clients registering through the portal.
Sufficient number of remaining bookings (open enrollment classes only)
If you think a certain date and time should be available but you aren't seeing it, you can check the book-ability of any existing booking by navigating to that booking's information page. If the booking is able to be selected by clients during self-booking, a green "Self-book online" tag will show at the top of the page.
If, for some reason, the selected group booking is not able to be self-booked by clients, a message will appear at the top of the page with some basic information about what is preventing self-registration.
If you are still unsure after checking the booking's information page, the following subsections outline the different items that may be impacting booking availability for your services/series.
Presence & Status of Scheduled Sessions
Customers are only able to book group services and series once they have been scheduled on your calendar. If there are no bookings yet scheduled for a group service, your customers will not be able to register for it, even if it has been set to publicly available. Group bookings also have a maximum capacity. Once the booking's capacity has been reached, clients will no longer be able to self-register for that date/time.
Customers cannot self-register for any group bookings that have already started (i.e. their scheduled date/time is in the past). This includes any series bookings whose first step is in the past, even if their remaining steps are still upcoming.
To check for existing bookings, navigate to your main Calendar page by hovering your mouse over the Schedule icon in the left-hand menu then selecting "Calendar" from the menu.
Use the "Filter by Service" field to select the service/series you are looking for.
When viewing your calendar, if it seems as though there may be some bookings missing, double check that you have no other filters set. Applied filters will display at the top of the calendar. To clear all applied filters at once, select "Clear All" next to the filter count.
Alternatively, to clear a specific filter, select the field then click "Deselect All" at the top of the filter's drop-down.
You can easily check the capacity of a group booking where it is listed on the calendar. All group bookings will show the time of the booking followed by the number of pets registered vs. the capacity for the booking (in the format #/#), then the service name.
The attendance tab of each booking also lists the number of spots still available in the booking(s).
Booking Window
The booking window refers to a range of dates/times within which your clients are able to book. This setting can be configured globally and at the service/series-level.
Global Settings
To check your global booking settings, click the gear icon in the bottom-left corner of the page.
Then select "Client Self-Booking" in the "Product Configuration" section.
The booking window is dictated by the Minimum and Maximum fields found in the Booking Window section of this page.
Booking Window: Minimum | The minimum number of hours needed to book a service.
ie. If set to 24, your customer must book by 3pm today to book for 3pm tomorrow. |
Booking Window: Maximum | The maximum number of days in advance that a customer can book a service. Default set to 365 days.
ie. If set to 60, a customer can book a service up to 60 days from now. |
Service/Series Settings
Each service and series has the option to override the global booking window settings. Those service-specific settings can be found on each service/series' settings page. To check the settings for a specific service/series, navigate to your services list and click either the name or gear icon for the relevant service/series.
The service/series' booking window settings are found on the "Custom Overrides" card.
When the override toggles are turned ON (purple), additional fields will be present, indicating the service-specific settings for the minimum number of hours notice needed to book and the maximum number of days in advance that appointments can be booked.
When looking at group training bookings, if a class is configured as open enrollment, all dates in the set must be within the booking window for clients to be able to self-register. When looking at series bookings, only the first step in the set needs to be within the booking window for the class session to be available for self-booking.
Other Bookings in the Same Room
Other bookings already on the calendar will also impact the availabilities listed for clients in the booking portal. For group bookings, this will include only any bookings assigned to the same room.
Rooms | Rooms have two capacities that control availabilities for the services to which they are assigned: Concurrent Services and Pet Capacity. At any given time, if the existing bookings have reached the maximum for either of those capacity settings, that time will be marked unavailable for self-registration.
Note: This functionality means that a group booking will be marked full if the room to which it has been assigned reaches its capacity, even when the booking itself has not reached its full capacity.
i.e. Booking A (capacity of 10 pets) and Booking B (capacity of 10 pets) are both assigned to Room 1 (capacity of 2 services & 15 pets) on Tuesday at 9am. When the total registrations for both services reaches 15 pets (8 in Booking A and 7 in Booking B), both of these bookings will be marked full, even if neither has reached their individual capacity. |
To check for existing bookings at a specific date/time within a specific room, navigate to your Resource Calendar page by hovering your mouse over the Schedule icon in the left-hand menu and selecting "Resource Calendar".
This page shows the dedicated daily schedules for each room set up on your account.
Alternatively, on the main Schedule page, use the "Filter by Location" option to filter the visible appointments based on your needs.
When viewing your calendar, if it seems as though there may be some bookings missing, double check that you have no other filters set. Applied filters will display at the top of the calendar. To clear all applied filters at once, select "Clear All" next to the filter count.
Alternatively, to clear a specific filter, select the field then click "Deselect All" at the top of the filter's drop-down.
Sufficient Remaining Bookings (Open Enrollment)
When looking at the availabilities for open enrollment classes, there must be enough class sessions remaining in the same set of repeating bookings for customers to be able to self-register.
i.e. If there is an open enrollment class scheduled as a repeating booking every Wednesday at 8pm for the next 4 weeks, but the service is set with open enrollment over 5 bookings, customers will not be able to register as not enough bookings remain for the full set. To allow customers to register, the booking will need to be edited such that the end date for the repeating bookings is pushed back, letting customers register for the full 5 classes.
To check how many bookings remain in any given set, navigate to your main Calendar page by hovering your mouse over the Schedule icon in the left-hand menu and selecting "Calendar".
From there, you can check the schedule to see whether your bookings continue the required number of weeks. This is a good way to quickly determine whether that service is scheduled in the upcoming weeks.
Since the bookings need to be in the same repeating set to ensure clients are able to register, you can do a more thorough check by selecting one of the bookings in the set on your calendar to open that booking's information page. From the "Attendance" tab, you will be able to scroll through all of the dates included in the selected set of repeating bookings. In a narrower browser window and on mobile, you will see only one date listed. The presence of an arrow button to the left of the date indicates there are bookings earlier in the set, and an arrow button to the right indicates more bookings later in the set.
When using a wider browser (i.e. on your computer or laptop) you will see multiple dates listed, and may need to scroll sideways to see the arrow at the right-hand side. Selecting that arrow allows you to view more scheduled booking dates. If no arrow is present, that means the last date listed is the final booking in that repeating set.
To extend a set of repeating bookings, navigate to the last booking in the set and select "Edit" in the "Actions" button menu at the top of the booking's info page.
Then select "This + All Future" from the resulting pop-up.
Scroll down to the "Schedule" card and locate the "Ends" setting.
If you have chosen the "Date" option for your repeating booking, select the date field to open the calendar pop-up and choose a new end date some time further in the future.
If you have chosen the "Times" option instead, adjust the number in the "After _ Occurrences" field to extend the repeating set by that many bookings.
Once you've updated the Ends settings, click the "Update Booking" button at the bottom of the page.
You'll then be presented with a Recurring Updates Preview. Click either of the "Confirm Changes" buttons to save the updates and add the new bookings to the set, or "Cancel" to go back.
Once you've confirmed the updates, the new dates will be added to your calendar in the same repeating set, allowing your customers to register.
If you have gone through your service's scheduled bookings, checked for other bookings in the same room, and gone over your booking window settings, but are still unsure about why certain classes are or are not available to your customers, reach out to our team for assistance!































