Smart Scheduling recommends the best appointment slots based on your driving rules, start/end locations, buffer time, and staff availability.
Below is a step-by-step guide on how to use Smart Scheduling inside the system.
🚐 Smart Scheduling for Mobile Grooming
🖥️ Desktop:
Booking for New Clients (No Profile Created Yet)
If the client does not yet have a profile:
Go to your Calendar
Click the Smart Scheduling button under the left-side calendar picker
This opens the Smart Scheduling search window.
Set Your Search Criteria
1️⃣ Mobile Grooming Toggle
Make sure Mobile Grooming is turned ON.
If it is turned off, driving time and distance will not be considered.
2️⃣ Address
Enter the service address and select it from the dropdown list.
3️⃣ Estimated Service Duration
Use the slider to adjust the estimated service time.
This ensures the recommended slot:
Fits the service duration
Includes buffer time
Accounts for driving time before and after the appointment
Example:
If service duration is 1 hour, the system ensures enough time between appointments including driving + buffer.
4️⃣ Staff Selection
Select at least one staff
You may select multiple staff to widen search results
The assigned van will display under the staff name
Staff without a van assignment will appear greyed out and cannot be selected
5️⃣ Search From Date
Select the starting date to narrow your search results.
Start Searching
Click Search
Use the orange ← / → arrows to view earlier or later recommended slots
Click Edit Details to adjust search settings
Click Add Client and Book to enter client details and proceed with booking
Click Exit Smart Scheduling (top right) to leave this mode
Understanding the Calendar View
On the left-side calendar picker:
2 orange dots → Plenty of available slots
1 orange + 1 grey dot → Limited availability
2 grey dots → No recommended slots
If multiple staff are selected, you’ll also see available slots by staff.
On the calendar itself:
Driving time and distance before/after the appointment are shown
Buffer time is automatically included
Example:
Last appointment ends at 10:00 AM
Buffer: 10 minutes
Driving time: 25 minutes
→ Recommended start time: 10:35 AM
Booking for Existing Clients (Desktop)
For existing clients, follow the regular appointment flow first.
Click Create > Create New Appointment
Select client
Select pet and service
Click Advanced Edit
On the edit page:
Click Smart Scheduling (top right, next to date/time)
In the Smart Scheduling pop-up:
Staff and search start date can be edited
Service duration and address are auto-filled based on the selected service and client profile
Click Search
You will enter Smart Scheduling mode to:
Browse recommended slots
Navigate the calendar
After selecting a slot:
Click Save
Review details on the edit page
Click Book Now to finalize
💇 Smart Scheduling for Salon Businesses (Desktop Only)
For grooming salons:
Smart Scheduling is available on desktop only
Driving time is NOT considered
Recommendations are based on:
Estimated service time
Staff availability
Search-from date
Buffer time (Settings > Smart Scheduling)
The system recommends the earliest available slot after your selected start date.
📱App:
Booking for New Clients (App)
Tap the ➕ at the top of your calendar
Tap Smart Scheduling
Enter or select address
Set estimated service time → Tap Check Availability
Select staff and start date
(Optional) Adjust buffer time for this search
(Buffer is adjustable on app only for that specific search)
Tap Start Smart Scheduling
Use ← / → arrows to browse recommended slots
Drag the appointment on the calendar to adjust time if needed
View the map to see staff service area for that day
After selecting a slot:
Tap Next
Add client and pet details
Tap Save
Tap Add to confirm appointment
Booking for Existing Clients (App)
Tap New Appointment
Complete appointment details
Tap Add Service Start Time
Select Smart Scheduling
Set staff and start date
Tap Start Smart Scheduling
Choose a slot → Tap Next
Tap Add to confirm
Using Smart Scheduling to Reschedule
🖥️ Desktop
Click the appointment
Open the appointment drawer
Click the three dots (top right)
Select Advanced Edit
Click Smart Scheduling
Choose a recommended slot
Click Save
Save again on edit page
📱 App
Open the appointment
Tap Reschedule
Select Smart Scheduling
Set:
Staff
Start date
Customer preferences
Tap Start Smart Scheduling
Browse suggested slots using arrows
Tap Next
Tap Save
Smart Scheduling for Online Booking
💡 Available on desktop only
To enable:
Go to Online Booking > Settings > Mobile Grooming
Turn ON the Smart Scheduling toggle
When enabled:
Clients can only book appointments that meet:
Driving rules
Start/end location requirements
Buffer time settings
This ensures online bookings follow the same optimized routing logic as internal scheduling.
For more details, refer to the Online Booking – Mobile Grooming Guide.
