Revert Scheduled Services Back to Request

Modified on Fri, 23 Sep 2022 at 10:24 AM

After a request is scheduled, you may need to revert the scheduled services back to request status. For example, an unexpected change in the staff availability or the client changes the service dates.

Using the "Request" button in the service order, selected services can be removed from the Service Order and returned to a Request status, appearing in the Service Requests tab.

Tip: You can also view and edit client service requests from Clients > access a client's account > Service Requests. See How do I Edit a Service Request from Client Account?

How Do I Revert Scheduled Services back to a Request?

Navigation: Clients > Access a client Account > Orders & Invoices

Step 1

Open the Service Order by clicking on the blue order label name.

Change scheduled services back to requests in pet sitting software

Step 2

From the service order, select the services that need to be reverted to requests. In this example, the warning by the sitter's name indicates they are unavailable to carry out the work.
Click the "Move to Requests" button.

Change scheduled services back to requests in pet sitter software

Step 3

The services are moved out of Orders to Service Requests, and removed from the schedule.

Change scheduled services back to requests in cat sitting software

Step 4

Navigation: Scheduler > Schedule > Service Requests

Reverted service requests appear in the Scheduler menu under Service Requests. In this example, the requests now wait for Admin to find an alternative sitter and reschedule the services.

Change scheduled services back to requests in dog walking software