Hide Internal Services from the Portal Schedule

Modified on Thu, 10 Aug 2023 at 08:12 PM

There may be some services your staff should see, but not your clients. For example, you may offer a free daily walk with Daycare service, so you want the sitter to have the walk on their schedule, but not on the client's invoice or schedule in the client portal. This is called an "Internal Service."

Note: Internal Services do not show on the invoice or quote.

Tip: As well as hiding the service from the Portal, and since Internal Services do not show on the invoice or client schedule, you likely do not want Show in portal on or want a charge associated, so also mark them non-chargeable.

What is a Service Item?

A Service Item is a description and price for a service, such as a dog walk. Service Items are set for a time and date and then are assigned to a staff member to create the schedule. Service items appear on your Schedule, Service Orders, and Invoices.

How Do I Hide an Internal Service from the Schedule in the Client Portal?

Navigation: Admin > Services > Select a Service > Advanced

Step 1

Click on the service item to edit.

Select the service item you wish to edit in your pet sitting software

Step 2

Click "Advanced."
Toggle "Internal Service" to "ON."
Click "Update."

Set your service to be internal only in dog day care software