Using Service Requests from the Client Account

A Service Request is initiated by your client through the client portal. It is a request for services that you need to Schedule or Decline. 

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. You can look at one client's service requests from their Client Account in Service Requests. If enabled, you can also view/hide any Client Notes sent in from a clients service request. Client Notes are copied to Staff Notes which can be overwritten.

You can also view ALL requests from all clients in one repository in the main Service Requests Tab, under the Scheduler. 

In both locations 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.

Tip: Service Requests reduce your administrative work. Clients can request services anytime, choosing from available services and service times that you set.

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.