Manage Service Requests from Client Account

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

How Do I Add to a Service Request?

Step 1

• Click "Add Requests."

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."

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.

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."

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

If duplicated Service Requests are a problem for your business, switching on notify admins of potential scheduling conflicts in Advanced Service Request settings will help to reduce this issue by providing warnings to admins of potential duplicates.