Manage Service Requests from Client Account

Modified on Fri, 27 Jan 2023 at 07:05 PM

You can edit a Service Request before scheduling it. A Service Request is a request for services, made through the client portal that you need to Schedule or Decline.


Tip: You may need to edit a service for various reasons before scheduling it, such as if your client made a mistake and selected the wrong time, you may have to add a Pick Up or Drop Off to a Daycare service, or if a staff is unavailable, you can assign a different sitter.


TABLE OF CONTENTS


How Do I Add to a Service Request?

Navigation: Clients > access a client's account > Service Requests


Step 1

  • Click "Add Requests."

Add to client service requests in pet sitting software


Step 2

  • Add the new service(s) to the request.
  • For example, you could add a Friday Overnight service to the already-requested dog walks.
  • Click "Add Service Requests."

Tip: You can email the client and/or the sitter from Service Requests.


How Do I Edit a Service Request via a Client Account?

Step 1

  • Select the service requests to edit by selecting the checkbox next to the service.
  • Click “Edit Requests.”


Note: Edits apply to all selected service requests. So if you need to change the staff on only one service request, only select that one request, not all service requests on the page.


Edit client service requests in pet sitting software


Step 2

  • Make changes to the service request, for example: change time block on all requests from 1-3pm to 11am-1pm.
  • Click "Update."

How Do I Delete a Service Request?

  • Select the service requests to edit by selecting the checkbox next to the service.
  • Click “Delete.”
  • A Confirmation appears: "Are you sure?" Click "Delete" to confirm; click "Cancel" to return to the service request screen.
  • Deleted requests are removed completely, to re-instate them, use "Add Requests."


Important: Deleting a service request DOES NOT generate an automatic email to the client. To send an email notifying the client, follow the Decline a Service Request process.


Delete client service requests in pet sitting software


Tip: You can also view and edit client service requests from Scheduler > Service Requests. See How do I Edit a Service Request?




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