From the Admin view of the Staff Dashboard, you can access some useful scheduling functions, such as cancelling a service.
Services that are cancelled:
- will remain on the client's service order "greyed out" so that it is easy to distinguish them from "un-cancelled" services.
- are removed from the administrator's schedule and staff schedules so that the work is not carried out.
- remain on client quotations and invoices so that the client (and you) have a full record of all transactions on the account.
- remain on staff pay reports but are shown as a zero amount.
Note: Cancelled services can be re-instated if they were cancelled in error, by simply selecting the service(s), and clicking "Cancel" again.
The admin scheduling functions available in the staff schedule are:
How do I Cancel an assigned service?
Navigation: Admin > Staff > Click on a staff record > Services
- Select the service to be cancelled by checking the box by the service.
- Click "Cancel."
The cancelled service is no longer visible on the "Scheduled & Completed Services" view of the staff member's schedule, and has been updated "live" into the full schedule.
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