Getting Started: Schedule Service Requests

Modified on Fri, 15 Dec, 2023 at 2:37 PM

Getting Started Scheduling Service Requests: When clients Request Services from the Client Portal, you receive a notification for each new Request. You can review and schedule the services quickly and easily. Upon approval, the services are added to Client, Admin and Sitter Schedules, a Service Order is created and automated emails confirm the details to the client.

Note: To provide clients access to their Client Portal, see Getting Started Guide: Introducing My Clients to Pet Sitter Plus.

1. Service Request Notification

You will receive the following notifications when a new Service Request is submitted:
  • An Email notification.
  • A red box that displays the number of clients who have Service Requests that can be processed.
  • Click on the Red Box to view the Service Requests.

View Service Requests in dog walking software

2. View the Service Requests

  • All Service Requests you have received are displayed in a summary.
  • To view the detail, click on the blue "service requests" link.

Tip: Vaccination Flags are also shown on the Service Request screen, informing you if a Clients Pet is up to date with their vaccinations or not.

View your service requests in pet sitter app

3. Schedule Service Requests

  • To schedule all Services, check the box in the header row to "Select All."
  • Select "Add To Schedule."

Schedule your service requests in dog daycare app

  • Select "New Order" to invoice this order separately, or an existing order to add services to.
  • Click on "Schedule Services."

Add Service Requests to a New Order in Cat Sitting Software

4. See the Results

  • A new Service Order is created in the Client's Orders & Invoices.

See how service requests become orders in dog day care software

  • Services are added to Staff, Admin & Client Schedules and confirmation is emailed to the client.

View Scheduled Services in a Client Portal in Dog Boarding Software

See client email notification in dog walker app


Learn how to Schedule Repeated Services online as well as how to invoice and receive payments:

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