Service Requests Explained

Tip: Service Requests allow you to:
Approve Requested Services before you Schedule them.
Review the order for accuracy and confirm you are available to provide the services.
Add Scheduling notes with details and communication, documenting the scheduling process.
Decline the request if a sitter is unavailable or you otherwise don't want to provide the services.
Send automated communications to clients regarding scheduling status.
Note a client's pet vaccination status and identify if one of these has expired or if a pet is unvaccinated from the Vaccination Flag.

• Access Service Requests by clicking the RED number on the Schedule Icon, which appears when a service request is received and can be seen and accessed from any screen OR click the red number on the "Service Requests" option on the Schedule menu.
• Alternatively, click "Service Requests" from the Schedule menu to open the service request processing screen.

Tip: The red icon indicates the number of service requests waiting to be processed.

Option 2

• Click "Clients with outstanding service requests" under "Requiring Attention" on the Home screen.

Tip: The number of online service requests waiting to be processed is displayed.

How Do I Know if a Staff Member has Time Off?

• The services that appear in red indicate that the staff member is NOT available to perform these services.

Tip: View all Staff with Time Off on the Time Off Calendar: Managing Staff Vacation Time Off.

How Do I Reassign a Request when the Assigned Staff is Off?

• Select those specific services where the staff member is unavailable.
• Click "Edit Requests."
• Click the Staff dropdown and select a different staff.
• Click "Update."

• The service request is now assigned to the new staff. You can  Schedule the Service Requests.