In Instinct EMR, once your boarding kennel types and time slot templates are set up, you can schedule a boarding reservation from the appointment calendar. Scheduling a boarding reservation involves two parts: selecting the appropriate kennel and scheduling the drop-off and pick-up time as an appointment. See Set Up a Boarding Appointment Calendar for details on setting up a boarding calendar.
Schedule a boarding drop-off
The Drop-offs row at the bottom of each kennel type column (in Grid view) shows how many kennels are available for that day.
On the appointment calendar, find the kennel type column you want to book (for example, Boarding Cages).
Under Drop-offs, click the button showing the number of available spots (for example, + 9 available).
In the New Drop-off panel, enter the Reason for Visit (for example, Boarding 10/12–10/26) to record the full stay dates.
Set Type to your practice’s Boarding Appointment Type.
Select a Service, if applicable.
Add any Appt Notes, then toggle the Reminder off so the owner doesn’t receive a reminder for every day of their pet’s stay.
Under Appointment Patient, select the patient and owner.
Repeat these steps for every day the patient will be boarding.
After you save the drop-off, the patient's name appears on the calendar under the kennel type's Dropoffs row.
Note: Appointments update automatically as reservations are added, so you can always see how many kennels remain open for a given day. |
Schedule the drop-off and pick-up time as an appointment
After creating the boarding reservation for every day the patient will be boarding, schedule the specific drop-off and pick-up times as appointments on the calendar.
Select the day under the kennel type column on the calendar.
Select the drop-off time (for example, October 12th at 2:00 p.m.).
Set Type to your practice’s Boarding Appointment Type.
Enter the Reason for Visit (for example, Drop-off for Boarding) to record the full stay dates.
Select a Service, if applicable.
Add any Appt Notes.
Under Appointment Patient, select the patient and owner.
Schedule the appointment.
Repeat these steps to schedule the pick-up appointment for the same reservation.
Frequently asked questions
How do I see how many kennels are available on a given day?
Check the Dropoffs row at the bottom of each kennel type column on the appointment calendar.
Can I filter the calendar to show only certain kennel types?
Yes. Use the Users list on the left side of the calendar to select which kennel types are shown.
Still need help?
Contact Instinct support via live chat or email [email protected].