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How to manage a reservation from check-in through checkout

Keep reservation status, operational information, reports, and checkout details current throughout a pet's stay.

Written by Marina

🧪 Available through batch rollout: The new reservation experience is being enabled for eligible businesses in batches. If your business is interested in joining, contact MoeGo Support.

To enroll, your business must:

  • Be eligible for the new reservation experience for Boarding & Daycare

  • Use Smarter Invoice

Review the new reservation experience overview for more details 👈

Reservation statuses

A reservation can move through the following workflow:

Unconfirmed → Confirmed → Checked in → Ready → Finished

The actions available depend on the current status and your permissions. Refresh the reservation list if the detail page shows a newer status than the list.

Check in a reservation

  1. Open the reservation.

  2. Review the pet, services, stay dates, lodging, and care instructions.

  3. Complete the available check-in action.

  4. Confirm that the status changes to Checked in.

Mark the reservation ready

When the pet is ready to leave:

  1. Open the checked-in reservation.

  2. Change its status to Ready.

  3. Review the optional customer-message prompt.

  4. Choose whether to send the message, then confirm the status change.

Review operational information

Operational information is organized by pet. Depending on your setup, the reservation can include:

  • Feeding and medication instructions

  • Pet belongings

  • Pet notes

  • Boarding reports

  • Services, lodging, and schedules

Ticket comments apply to the appointment and are private to the business. Client notes apply to the customer rather than only one reservation.

Prepare a Boarding report

Each pet can have an independent Boarding report. Open the pet's report to add the report date, photos or videos, feedback, mood, and notes. You can preview the customer-facing report, save a draft, or send it according to your report-card configuration. See details in Boarding and daycare report cards. 👈

Check out the reservation

Checkout applies to the appointment and uses one invoice for the reservation. Invoice items are grouped by pet so your team can review the charges before finishing checkout. An earlier overdue balance may appear separately from the current appointment.

  1. Open the reservation's checkout or invoice.

  2. Review the items for each pet and any separate overdue balance.

  3. Collect payment, or use Checkout without payment when appropriate.

  4. Confirm checkout.

⚠️ Important: If you check out without payment, MoeGo asks you to confirm that the appointment and invoice details will be locked. After checkout, pet and service editing is unavailable. Available payment and refund actions remain on the invoice.

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