What is "Can Access Client Scheduling Functions"?

Modified on Thu, 27 Oct 2022 at 11:33 AM

Enabling “Can Access Client Scheduling Functions” provides a staff member with additional permissions to schedule new services, run repeat services, and process service requests via the following options in the client account menu:
  • Orders & Invoices
  • Client Schedule
  • Service Requests
  • Repeat Services

Note: A staff who doesn't have Admin permissions will NOT be able to see any financial information under the client account.


Understanding Staff Permissions:

Staff Permissions allow you to fully customize the functionality available to particular staff roles within your business. Staff who are assigned work require the staff interface to complete their duties. Senior trusted staff may also require more access to certain scheduling or admin functions, particularly if they look after a team of sitters. In essence, Staff Permissions control which functions you give staff access to; the Interface Permissions control which modules staff can see.


Understanding Admin Permissions:

Admin Permissions allow you to fully customize the functionality and access available to particular admin roles within your business. Admins are usually key roles in the running of the business and need access to all or most areas of the software to do their job. Junior admin roles require a reduced set of functions and some areas would need to be restricted for this role. In essence, Admin Permissions control which functions you give staff access to; the Interface Permissions control which modules staff can see.


How Can Staff see a Client's Orders, Schedule, Service Requests and Repeat Services?

Navigation: Admin > Staff > select Staff Name > Permissions > Staff Permissions


  • Switch ON the option for "Can Access Client Scheduling Functions."
  • Click "Update."

Settings for allowing staff access to scheduling in pet sitting software


When "Can Access Client Scheduling Functions" is switched ON, several menu options are available in the client menu so that the staff can perform scheduling activities.

Staff have access to scheduling functions in pet sitting software


When "Can Access Client Scheduling Functions" is switched OFF, the only option available in the client menu is "Client Information."

Staff don't have access to scheduling functions in cat sitting software

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