Configure Your Schedule

Modified on Wed, 29 Jan at 1:50 PM

A series of controls that will help you to customize your schedule for the requirements of your specific business.

Show Cancelled Services in Staff/Client Schedules

Short Notice Cancelled Services.

This feature provides a way of controlling when or if cancelled services appear in the staff schedule after they have been cancelled at short notice.

To change this setting:

Navigate to: Admin > Settings > Schedule Settings > Schedule Options
Set the value of "Show Cancelled Services in Client / Staff Schedules for" as required.
Click "Update."

Detailed instructions....

Daily Email Of Staff Schedules

You can email your staff (automatically overnight) with a copy of their schedule. This setting controls how many days into the future that you want the schedule to cover, (options are 1-7 days). You can also optionally set it to "0" which stops schedules being emailed to staff.

To change this setting:

Navigate to: Admin > Settings > Schedule Settings > Schedule Options > Daily Email of Staff Schedule For Next.
Set the value of "Daily Email Of Staff Schedules For Next" as required.
Click "Update."

Detailed instructions....

Sort Schedule

Choose to sort your schedule by:

"Staff by time" - Services are grouped by staff member and then for each staff member the services are further sorted in time order.
"Time" - Services are sorted in time order, irrespective of which sitter the service is scheduled to.
"Staff then Ref" - Services are grouped by Staff member and then the Schedule/Diary Ref which is the alias for the Pet Name.
"Ref" - Services are sorted alphabetically by the Schedule/Diary Ref which is the alias set in the client account, very often for the Pet Name.

To change this setting

Navigate to: Admin > Settings > Schedule Settings > Schedule Options > Sort Schedule By
Set the value of "Sort Schule By" as required.
Click "Update."

Detailed instructions....

Show Time Default

The "Show Time" function enables administrators and schedulers to either “show the time” when a service is scheduled to start or ”not show the time” as required. The Show Time Default function enables this option to be defaulted as "Yes" or "No" depending on whether you routinely show the time or not.

To change this setting

Navigate to: Admin > Settings > Schedule Settings > Schedule Options > Show Time Default
Set the value of "Show Time Default" as required.
Click "Update."

Detailed instructions....

Default Service Detail in the Schedule

The "Detail" function is a + / - control in the top right hand corner of your schedule which allows you to set the level of detail you wish to see in the schedule.

The "Default Service Detail" function provides administrators with a way to set a "default" level of detail for when users access the schedule (List View / Column View or Compact View) for the first time.

To change this setting

Navigate to: Admin > Settings > Schedule Settings > Schedule Options > Default Service Detail
Set the value of "Default Service Detail" as required.
Click "Update."

Detailed instructions....

Display Client and/or Pet Name in Schedule

You can choose how your client name is displayed in your Schedule (List, Column and Compact View). Some people prefer to use the client name, some the pet name and others prefer to see both.

These options are:

"Client Name and Schedule Ref” displays both the client first and last name, and the schedule reference (which is usually contains the pets names).
“Schedule Ref” displays the schedule reference only. As most Pet Sitter Plus users store the pet names in the schedule reference field, choosing this option means that ONLY the pet name(s) will be displayed in the schedule.
“Client Name” displays the client name only, with no pet name.

To change this setting

Navigate to: Admin > Settings > Schedule Settings > Schedule Options > Display Client in Schedule
Set the value of "Display Client in Schedule" as required
Click "Update."

Detailed instructions....

Show Client Service Request Notes for Admins and Clients

Choose to retain and view notes sent by clients for services they are requesting from their client portals. When a client sends in a request for service, they have the option to include a note for the purposes of communicating special instructions to their sitters such as "please walk on a lead today".

The options to display client notes are:

Show Client Request Notes for Admins: Toggle ON to allow Admins to view Client Notes received on Service Requests from the client portal. Client notes will be retained and visible in the Service request processing screen and from Edit Services in the admin schedules.
Show Client Request Notes for Clients: Toggle ON to allow clients to view their notes sent with a service request.

Detailed instructions....

Set the Default Schedule View

Choose to set the default view of your schedule depending on your preference.

The options for your default schedule are:

Calendar View
Calendar Split View
List View
Column View
Compact View
Group Planner
Staff Planner
Old Planner

To set or change your default schedule view:

Navigate to: Admin > Settings > Schedule Settings > Schedule Options > Default Schedule
Select your preferred schedule view from the drop down menu
Click "Update."

Detailed instructions....