Getting Started: Using the Schedule

Modified on Mon, 28 Aug 2023 at 01:09 PM

Using the Schedule: The schedule is a powerful, time-saving tool for daily management. Use the schedule for tasks, such as add, edit, cancel and delete services. Further, the Schedule, Service Orders and Staff Pay Report are connected. A change made updates to all areas simultaneously.

Let's get started with ways the schedule speeds up your Admin work and makes your life easier.


TABLE OF CONTENTS


1. Edit Services from the Schedule

Navigation: Scheduler > Schedule > List, Column or Compact View
To edit a service, such as change time, service type or assigned sitter:
  • Select the service(s) by checking the box to the left of the service.
  • Click "Edit."

Edit services in the schedule in best pet sitting software


  • Make Edits in the pop-up window.
  • Click "Update."

Edit services in the schedule in best cat sitting app


  • Your changes refresh and display on the Admin Schedule, Staff & Client schedules.

See edits to services in the schedule in best dog day care app


  • Changes also update on the client's service order.

See edits to services in the client order in best dog day care software


2. Cancel, Void or Delete from the Schedule

What is the Difference?:  When to use Cancel, Void or Delete. All options remove the visit from the schedule, and remove client charge and the staff pay from the service.

  • Cancel: Use Cancel when your client requests to cancel their service. 
    • Cancelled service appear on the invoice (greyed out). Voided and deleted services do not.
    • Cancelled services can be uncancelled, which reinstates client charge and compensation.

  • Void: Use Void if you make a scheduling error.
Example: You schedule Monday, Tuesday, Wednesday but realize your client did not book Wednesday. Void Wednesday which removes it from the admin schedule and staff schedule.
  • "Void" services to not appear on the invoice.
  • Voided services can be unvoided, which reinstates client charge and staff pay.

  • Delete: Use Delete for scheduling errors when you want to completely remove the services.
    • Deleted services are permanently removed and can not be recovered, so use Delete carefully.


Navigation: Scheduler > Schedule > List, Column or Compact View
To Cancel, Void or Delete a service:
  • Select the service(s) by checking the box to the left of the service.
  • Click "Cancel," "Void" or "Delete."

Using cancel, void and delete services in best dog walking software


  • As mentioned above, you services are removed from the Admin Schedule, Staff & Client schedules and the Service Order is updated as well.


3. Filter your Schedule

Use the filters at the top of your schedule to view specific information, such as:
  • View Schedule & Completed Services to plan staff visits for the day.
  • "First Service Only" shows the first service on an order, meaning a new service starts that day.
  • View one staff member's schedule, helpful to reschedule work if they call out sick.
  • View only service Items from one Service Group, such as Pet Sitting, to aid with scheduling.
  • View clients from one Client Area with services this week.
  • Use one or more filters at a time to view the subset of services you want to review.

Filter your schedule in best dog walking software


4. Email from your Schedule

Navigation: Clients
Emailing clients from the schedule is helpful to confirm a service is starting or ending, a new staff is providing service or when you cancel visits on a holiday or for inclement weather.
  • Filter your schedule and/or click "All" checkbox to select all clients with service.
  • Click "Email."
  • Choose if you are sending to Client, Sitters or both.
  • Choose an email template or type your own.
  • Click "Email Clients."


See Email All or Selected Clients for more information.


Email from the schedule in best dog walker app


5. View and Edit Service Activity & Service Report

Navigation: Scheduler > Schedule > List or Column View
Easily view and edit Service Reports and Staff Activity completed by your staff.
  • Click the service description, eg. "Dog walk 1 dog, 30 mins."

Edit service activity from the schedule in best pet sitter app


  • Click "Service Report."
  • Make edits, if necessary, i.e. add a note, upload a new photo etc.
  • Toggle "Email on Update" ON, to email the Service Report to the client.
  • Click "Update."

Edit service activity from the schedule in best dog boarding software


Signposts...

Learn how to use the Schedule and about additional ways to Schedule Services:

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