Sample e-learning · Front office · Portfolio piece
Rescheduling an appointment from a text thread
A client texts at 7:40 asking to move their 9:00, and the phone is already ringing.
Objective
By the end of this short lesson you can reschedule from a live text thread without creating a double-book, a missed form, or a change on the wrong pet.
Time: about 4 minutes. Scenario only. This is a portfolio sample by Doug Bulfin. It is not an official PetDesk course and does not use live PetDesk screens.
Decision point
It is 7:40. Maya texts: “Can we push Buddy’s 9:00 to later today?” The lobby phone is ringing. You have the thread open.
What do you do first?
Knowledge check
1. Maya’s number is not the one on the account. What do you do?
2. The 9:00 has a pending intake form. You found an 11:30. What else has to happen?