Help CenterResident Train Online Reservations (OLR) lets clients request or book resident training online using the training types you enable. You can require staff approval and add instructions to help clients choose a training type. The feature also uses your existing Boarding settings for feedings, exercises, departure services, notices, vaccinations, and contracts, so those options do not need to be configured separately for resident training.
Settings and options must be set for each location.
Click here for instructions for how to setup the Resident training types.
Setting options and messaging for Resident
Click on Setup, Lists, Resident Training Types.
Show on resident training online reservations - Check this box if this training type should be available for OLR.
Client facing training description – Add verbiage if required that will display to client when they are requesting an OLR.
Training information – Add information here that will explain this training type to the client.
Where to show training information
Show on the booking summary – This will display on the summary screen before the client hits submit to request the appointment.
Show with the client portal appointment – This will display when the client expands the appointment in Client Portal.
Send with appointment confirmation email – The information will be included in the email.
Setting up Online Reservations for Resident
Click on Online Reservations, OLR Settings, Boarding, Resident Training.
Enable online booking for Resident training – Check this box to enable Resident Train OLR. The resident train types enabled in Setup, Lists, Resident Training Types will show on the OLR screen.
Require staff approval for resident training reservations – Check this box if staff must approve a resident train OLR appointment. If enabled, then the client can submit a request for an appointment and it goes to the Pending Appointment list for a staff member to approve.
Instructions above the training type choices – Add verbiage that will display when clients are choosing the type of resident training.
Resident training uses the Board settings for feedings, exercises, departure services, notices, vaccinations, and contracts.
Click here to learn how to set these options: Boarding Online Reservations
Making an Online Reservation for Resident
Client chooses the training type.
They will also go through any other screens enabled for Boarding such as feedings, departure services, vaccinations and contracts.
Key Points
· Online access for clients: Clients can submit resident training requests or bookings online.
· Control over available choices: Only enabled resident training types appear on the online reservation screen.
· Optional staff review: Requiring approval sends requests to the Pending Appointment list so staff can review them before approval.
· Guidance at the point of choice: Custom instructions help clients understand their options when selecting a training type.
· Less duplicate setup: Reusing Boarding settings keeps shared reservation options consistent without separate resident training configuration.