About Boarding Reservation Types

Before you can create reservations in the Boarding calendar (accessed from Global Navigation), you must first add your boarding services to your products in Vetspire. There are two steps to configuring your boarding services:

1. Create reservation product types in Financials > Manage > Types.

2. Create boarding services to assign to the reservation product types in More > Inventory & Services > Products.

Reservation product types are used to help ensure that clients are correctly invoiced for boarding services. When you create a new reservation in Boarding, the Reservation Type drop-down field displays all products (also known as service codes) that you have assigned to reservation product types.

Step One: Create Boarding Reservation Type

1. Go to Financials > Manage > Types.

2. Select Add New Product Type.
   A new Unnamed record then displays at the top of the Product Types grid. Select the record to edit the product type’s details.

3. Enter the title of the product type in the Name field, such as “Pet Hotel Boarding” or “Post-Op Recovery.”

4. Set Is Boarding? to Yes.

4. Configure other product type details as needed.
   See Product Types for information on all available product type settings.

The system automatically saves the new product type.

Step Two: Create Boarding Service Codes

1. Go to More > Inventory & Services > Products.

2. Select + New Product.

3. Select Edit Details in the Details section of the product record.

4. Enter the title of the boarding service in the Name field.

5. Select the relevant reservation product type (that you created in Step One) in the Type field.

6. Configure other product details as needed.
   See Product Details Reference for information on all available product settings.

7. Select Save.