In this step, you will learn how to...
- Schedule a Repeat Service
For Further Help:
Note: Before you can Add a Repeat Service, you need to have completed the tutorial section Tutorial: 6-2 Add a Repeat Service.
There are a few ways of scheduling repeat services in Pet Sitter Plus. When you have completed this tutorial and are ready to learn more, you can read more about Repeat Services.
In this section, you will schedule a repeat service into a service order, building on what you have learnt so far.
Step 1: How do I Schedule a Repeat Service?
Scenario: Tammy's client, Linda Macauley, has a dog called Sammy who Janet walks on a Monday and Thursday every week. Tammy has created a repeat service on Linda's client account and needs to run it so she can schedule next month's walks for Janet.
Navigation: Clients > Orders & Invoices
1. From Linda's client record, click "Orders & Invoices", then click "Create New Order"
2. Click "Add Repeats... " to schedule the repeat service(s).
3. Select the dates for the repeat jobs you are scheduling, in this case "07/01" to "07/30"
Note: If you wish you can choose different dates to the ones we have shown here, as these are example dates only.
4. Select the repeat service that you created in Tutorial: 6-2 Add a Repeat Service and you want to schedule now "Mon, Thur"
5. Click "Add"
6. The repeat service dog walks for the month of July are now scheduled into the diary and a service order generated.
Congratulations! You have completed this stage.
To move forward to the next step, click the link below and then choose the next step:
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