Once you have allowed clients to request services online, there are a number of additional settings to fine-tune this function. Each option below has a link to a more detailed explanation and set of instructions on how to enable or disable the function.
TABLE OF CONTENTS
- Services Left in Cart are Automatically Sent to Admin after Inactivity
- Set the Time Limits for Admin Receiving Emails of Service Cancellations
- Set the Time Limits for Staff Receiving Emails of Service Cancellations
- Assign Service Requests to an Order Automatically
- Assign to Order Drop Down Default
- Notify Admins of potential scheduling conflicts
Services Left in Cart are Automatically Sent to Admin after Inactivity
| Quick Guide - Auto submit left in cart / basket after inactivity (hours) The auto-submit feature identifies clients who forget to click "Submit Now" when sending in service requests through the Client Portal. Auto Submit is a safety net that transmits these services after the number of hours that you set. Requests transmitted to you via this method are stamped in red with “Auto-Submitted.” You can then query the booking with the client. To set the hours of inactivity for auto-submitted for services left in cart:
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Set the Time Limits for Admin Receiving Emails of Service Cancellations
| Quick Guide - Company receives emails of service cancellations if within (days) When a client cancels a service in their portal, an email notification can be emailed to the company administrator if this is helpful for you. You have some options as to the length of time in the past you want these emails to be sent for. To set the time limits for Admin receiving emails of service cancellations:
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Set the Time Limits for Staff Receiving Emails of Service Cancellations
| Quick Guide - Staff receive emails of service cancellations if within (days) When a client cancels a service in their portal, the email notification that is emailed to the company administrator can also be emailed to the pet sitter assigned to the service. To set the time limits for Staff receiving emails of service cancellations:
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Assign Service Requests to an Order Automatically
| Quick Guide - Auto Assign Requests to Order When Service Requests from the Client Portal are submitted, you can have the services automatically assigned to an order, or you can manually assign them to an order after review, to allow you to decide if they should be assigned to an Existing Order or a New Order. To automatically assign service requests to an order:
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Assign to Order Drop Down Default
| Quick Guide - Assign to Order Drop Down Default When service requests are received from the client portal, you can set the order of the drop down menu for assigning to an existing or new order. This will determine how the order drop down is displayed when you are assigning and scheduling your service requests. The options are:
To set the order of the drop down menu for assigning service requests to an order:
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Notify Admins of potential scheduling conflicts
| Quick Guide - Notify Admins of potential scheduling conflicts When a service request is received from the client portal, prevent duplicated services being scheduled by switching on this setting to alert admins to the potential duplication. A warning is displayed when processing the service request if the service has already been scheduled for the day requested, for the same client at the same time, or any other time during that day. To switch on a duplicated service warning:
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