You can also make the Repeat Service Template inactive or delete them entirely.
TABLE OF CONTENTS
How Do I Add a New Repeat Service to a Client's Account?
Navigation: Clients > access a client's account > Repeat Services > Manage Repeats
Note: If no existing Repeat Services Templates are present, go to Step 2
Step 1
- If not Click "+ New" on the main screen to open the options for creating a new repeat service.
Step 2
- Enter the details for the client's repeat service, descriptions of these are listed below
- Click "Create."
How Do I Edit a Client's Repeat Service?
- Move a client's regular Wednesday walk to Thursday
- Add a walk on Mondays
- Change the primary sitter or the time of the services
- Change the times of the service
Navigation: Clients > access a client's account > Repeat Services > Manage Repeats
- On the Manage Repeats screen, if there is more than one repeat service template, make sure the one you want to edit is selected.
- Edit the repeat service details.
- Click "Update Service."
Tip: If you change the days of the week for the repeat service, remember to change the label as well.
What Can I Edit in The Repeat Service Template?
Time Block Edit: " allows you to enter a custom time-block (a time block not preset in the drop-down). For example, a client requests a dog walk from 11:00am-12:00pm, but your preset time blocks include 11:00am-1:00pm. Change the time block for these services, by clicking "edit" by the Time Block, entering the custom time block, click "done."
- When "No" is selected, the exact service time is NOT shown in the schedule. Instead the time is only be used to govern which schedule column the service is displayed in.
- When "Yes" is selected, the exact service time shows in the schedule and the time also governs which schedule column the service is displayed in.
Scheduling Notes: (i.e.. "do not schedule June as client away") appear on the Repeat Service report (Scheduler > Repeat Services).
Invoice Notes: Appear on client invoices and also the Admin and Staff Schedules.
Staff Notes: Appear on Admin and Staff schedules and cannot be seen by Clients.
Further Reading:
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