Auto-Submitted Service Requests

Modified on Sun, 16 Oct, 2022 at 11:39 AM

Sometimes a client starts a service request in the client portal, but does not click "Submit Now." After clicking “add to request,”, some clients do not realize their service requests are not “requested” until they click “Submit Now” so their requests remain in the client portal as "un-submitted."

More About Service Requests

When clients use their Client Portal to request services online, they are not added to the live schedule until you review and approve the requests. The requests are added to the Service Requests Tab where you can view, edit, email and confirm services, then add them to the live Schedule. During the scheduling process, you can add Scheduling notes with details and communication.

Note: To ensure no service requests remain in the client portal "un-submitted," they are auto-submitted to you. 
Auto submit outstanding requests after x hours enables you to set the number of hours (after inactivity) to “Auto-Submit” these service requests the client left in the client portal.
Auto-Submitted services are not added to your schedule until approved.
Auto-submitted requests are clearly marked "Auto Submitted" in Service Requests Tab.
Email confirmations for auto-submitted services are labeled "auto submitted" in the email subject.

What Should I Do with Auto-Submitted Service Requests?

Navigation: Scheduler > Schedule > Service Requests

Step 1

Auto-submitted service requests are clearly marked in red.
Select the Services, Click "Email" and ask the client if they need the services.

Tip: We recommend on receipt of an auto-submitted request, contact your client BEFORE scheduling, as the client may NOT have intended to make the service request.

Email clients regarding an auto submitted service request in your dog walker software