View Staff Schedule by Client Area

Modified on Fri, 28 Oct 2022 at 11:08 AM

To make it easier to see a particular staff member's assigned services, you can see a list in in their staff record, over any given period of time. You can then filter the list for clients that all live in the same geographical location, or however you have used the "Areas" function to identify your clients.

Tip: This could be useful if your staff has called in sick, and you need to see a list of their services for the day in one particular Area so you can quickly re-assign to another sitter.

Tip:

This could be useful if your staff has called in sick, and you need to see a list of their services for the day in one particular Area so you can quickly re-assign to another sitter.

Note: In order to view a list of assigned services for clients who live in a certain geographic neighborhood, you need to have firstly set up client areas and also have assigned the area to the client record. See Managing Areas and How do I Apply an Area to a Client? for more information.

How Can I View a Staff Schedule by Client Area?

Navigation: Admin > Staff > Click on a staff record > Services

Step 1

Click the chevrons icon to see the dropdown options.

Choose filtering options for the staff schedule in dog walking software

Step 2

Choose an area/neighborhood from the dropdown "All Client Areas", eg. "Jacksonville".

All services where the client lives in the Jacksonville neighborhood are displayed.

Filter the staff schedule by area in dog walker software