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Appointment Detail Overview (Desktop)

Written by Amelia
Updated this week

The Appointment Drawer shows all key details for a grooming appointment and allows you to manage appointment actions.

From the appointment drawer, you can:

  • View and update the appointment status

  • See client and pet information

  • Send messages to clients

  • Review appointment alerts

  • Manage services and notes

  • Access advanced appointment actions


Appointment Status

At the top of the appointment drawer, you can see the current appointment status.
This status is also displayed on the appointment card in the calendar.

Available statuses include:

  • Unconfirmed – Default status when the appointment is created and has not been confirmed by the client.

  • Confirmed – The appointment is confirmed either by the client via SMS or manually by staff.

  • Checked In – The pet has arrived at the store.

  • Ready – The pet is ready for pickup.

  • Finished – The appointment has been completed.

  • Cancelled – The appointment has been cancelled.

You can change the status by:

  • Clicking the status dropdown at the top, or

  • Clicking the orange action button at the bottom-right corner.

Next to the status, you can also see:

  • Business location

  • Appointment ID


Advanced Options

Click the three-dot menu (⋯) in the top-right corner to access additional actions:

  • Book Again – Recreate the same appointment

  • Print – Print the appointment card

  • To Waitlist – Move the appointment to the waitlist

  • Advanced Edit – Open the advanced appointment editing page

  • Add Incident – Record an incident related to the appointment

  • Cancel Appointment


Client Information Card

Below the appointment status, you will see the Client Card.

This section displays important client information, including:


Appointment Messaging

In the top-right area of the appointment drawer, you will see:

  • Call icon (available only if the calling feature is enabled)

  • Message icon

Click the message icon to send quick automated messages, such as:

  • Appointment booked

  • Appointment rescheduled

  • Appointment reminder

  • Almost ready (pet ready in X minutes)

  • Ready for pickup

  • Message Center (send custom messages)

Unread Messages

If a client sends a message that has not been read:

  • A red notification badge will appear next to the message icon.

  • Clicking the message icon will show the unread count next to Message Center.

You can open Message Center to view and respond to the client.


Appointment Needs Review Alert

If there is a potential issue with the appointment, a yellow “Appointment Needs Review” alert may appear.

This can happen if:

  • The staff member is not scheduled to work

  • The pet limit for the staff schedule is exceeded

  • The appointment conflicts with another booking

Review the appointment details before proceeding.


Alert Note

The Alert Note section allows you to add important internal notes for the appointment.

If an alert note is added, a red exclamation icon will appear on the appointment card.

See the Alert Note Guide for more details.


Address (Mobile Grooming)

For mobile grooming businesses, the client’s address will appear in this section.


Appointment Date & Time

You can hover over the appointment date and time to edit it.

You can also configure repeat appointments.

If the appointment does not repeat, it will display: Doesn't Repeat

If it is part of a repeat series, you will see:

  • A green repeat icon

  • The repeat rule

  • Remaining appointments in the series

Example:

Every 2 weeks on Wednesday – 3 times (2 remaining)


Pet & Service Card

The Pet Card shows the pet and service details for the appointment.

Pet information may include icons indicating:

Basic pet details are displayed below the pet name, including:

  • Breed

  • Weight

  • Age

  • Coat type

  • Spayed/Neutered status

Service Details

For each service, you can view:

  • Service name

  • Assigned staff

  • Service start time

  • Service duration

  • Service price

You can also create and send a grooming report.

If needed, click + Add Pet to include additional pets in the appointment.


Ticket Comments

Below the appointment details, you can add Ticket Comments for internal communication.

See the Ticket Comments Guide for more information.


MoeGo Pay Pre-Authorization

You can enable MoeGo Pay Pre-Authorization for the appointment.

When enabled:

  • The system will request a card on file

  • The ticket amount will be pre-authorized 24 hours before the appointment

  • The final payment is automatically charged after the service is completed

💡 If pre-authorization is enabled for an appointment, it will automatically apply to newly created appointments for the same client.


Appointment Color

You can assign a color code to the appointment.

If Appointment Color is enabled in Calendar Configuration, the appointment card will display this color on the calendar.

By default, appointments follow the client’s color code, which is black unless customized.

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