Getting Started: Service Groups, Client & Staff Types, Holidays (needed for Pricing)

Modified on Sat, 12 Aug, 2023 at 2:55 PM

Getting Started: Service Groups, Client & Staff Types, Holidays: These service admin fields are needed to set-up pricing automation and provide detailed financial reporting. If your clients and staff are all paid the same rate and you have no Holiday fee, skip this step.


TABLE OF CONTENTS


1. New Service Item Group

Service Item Groups categorize similar services together so you can filter your schedule by that group and run financial reports. i.e. a "Walking" Service Item Group can filter your schedule to just your 15, 30 & 60 min dog walks and allow you to run financial reports for those same walks.

Group your services in best dog walking app


Service Item Groups can also be Ordered allowing you to choose how your services are displayed when a client "Requests Services" in their Client Portal.


  • Click on the up or down arrow adjacent to the Service Item Group you wish to move.
  • Click the up or down arrow once to move the Service Item Group.
  • Repeat this action until your Service Item is in the desired position.

Re-order a Service Item Group in Services for Pet Sitting Software


2. Client Types

Client Types dictate pricing for each Client. The steps to follow for assigning specific prices to a Client are:


1. Create a Client Type using the instructions below
3. Assign clients their Client Type in Client Admin


To Create a new Client Type:

  • Select "+New."
  • Enter Name.
  • Select "Update."

Add a client type in top dog walker software


3. Staff Types

Staff Types dictate pay for Staff. The steps to follow for assigning Staff Pay to different types of Staff are: 
1. Create a Staff Type using the instructions below
3. Assign staff their Staff Type in Settings


To create a new Staff Type: 

  • Select "+New."
  • Enter Name.
  • Select "Update."

use staff type to automate staff pay in top pet sitting software


4. Public Holidays

Customize the list of dates you charge an additional fee for your services. 

Select public Holidays for additional charges in dog walking software


Signposts...

Continue on with your system set-up:

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