Tip: In Managing Service Items, learn how to add, edit, copy, and delete services. Plus how to make a service inactive.Once you've set up your services, you will want to add some Price Rules so you can automate and discounts or surcharges you want to apply, for example, on certain public holidays. Also set up some Staff Pay Rules that will automatically calculate the correct level of pay for staff for each service. In addition, you can set Service Items to be pet specific by setting a Service Item Pet Type.
Short and Long Descriptions Each service needs both a short description and a long description. It is essential that you understand these notes before creating your services.
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Client Price This is the price that you charge your client.
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Staff Pay This is the amount you pay your staff member for the service.
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Groups Set Service Groups before you create Service Items, then code each Service Item to the appropriate Service Group. Ordering Service Item groups allows you to choose how your services are displayed when a client "Requests Services" in their Client Portal. In the schedule, you can filter by Service Group. For example if you offer Daycare, Training and Overnights, you can filter your schedule to view just one of those groups at a time and importantly, you can then edit those services or email select clients with just the type of service on the schedule for the dates you are viewing. |
Color Giving services a different color enables you to see them as separate groups within the Schedule. For example, it can be helpful for scheduling admins to see all the "Walking" group services in one color, and all the "Home Visits" in a different contrasting color.
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Pet Type Set pet types for a Service Item that the service applies to. Example: 30 Minute Dog Walk - Can be configured to apply only to Pet Type of "Dog". 30 Minute Cat Visit - Can be configured to apply only to Pet Type "Cat".
Categorizing your services by one or more Pet Type(s), also allows you to configure your system to enable Clients Requesting Services from within their Client Portal, will only be offered the Services that apply to the types of pet they have registered in their portal. Service Pet Types are also used in conjunction with Vaccination Flags when a client sends in a Service Requests. |
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