Finish up (admin)

The same idea as the app’s Finish up, for whoever is working from a desk rather than a phone. It walks through the paperwork a finished visit needs, one small step at a time, rather than leaving it to be remembered.

1. Mark the visit complete — sets the status and saves the booking, the same as picking it from the Status box yourself.
2. Loyalty reward — shown only where the loyalty scheme is on and the customer is holding one; one tap fills their code onto the invoice.
3. The money — raises the invoice if there isn’t one yet, or opens it if there is.
4. Book the next one — when the pet is next due, with a link straight to a new booking.

Nothing new is being changed

Every step presses a button the plugin already has: marking complete saves the same Status field as typing it in by hand; raising the invoice is the same “Invoice this client’s completed visits” action already on the client record; applying a loyalty code fills the same discount-code box the invoice screen has always had. This is a guided path through those screens, not a second way of doing what they already do.

Getting to it

A Finish up link sits on every row of the bookings list, next to Edit and Trash. On the booking itself it is in the Actions box at the top of the right-hand column, under Add New Booking, and again beside Save booking at the foot of the screen.

Example

A groomer marks a Saturday full-groom complete from the bookings list without opening it, applies the customer’s loyalty reward to the invoice that gets raised, and books their next visit — all from the one screen.

FAQ

Why is there no photos or messaging step, like the app has?
Those are a phone’s job, taken standing next to the animal. This wizard covers the part that is just as often done from a desk — the paperwork.

I don’t see the loyalty step.
It only shows when the loyalty scheme is switched on and this customer is holding an unused reward. Nothing else is missing.

Does “Mark complete” skip validation?
No — it sets the Status field and presses the real Save button, so anything that normally runs on save still runs.

I stopped half way. How do I carry on?
Press Finish up again, on the booking or in the bookings list. It opens at the first step with something still to do — a visit already marked complete goes straight on to the loyalty reward or the invoice. Once the visit is complete, click any of the dots along the top to go to that step.

What does the invoice button on step 3 do?
It raises an invoice for this visit only — the same as Create invoice on the booking — with any discount code on the booking taken off, emails it if the box is ticked, and brings you back to step 3 with the invoice shown.

Can I still use the ordinary screens instead?
Yes. The wizard is a shortcut through them, not a replacement — closing it at any point leaves nothing half-done.