Service Reports are useful for providing feedback to your Clients after a visit or activity with their pets. However, there may be circumstances when a Service Report is not required depending on the Service., therefore you can choose to switch of this function.
Here are some examples:
- Dog Walk - Service Report required
- Daycare - Service Report required
- Homeboarding - Service Report required
- Pet Food - Service Report not required.
- Pet Products - Service Report not required
Info: When a Service Report is disabled for a Service Item, the Service Report badge will not be visible on the Schedule.
How do I Disable a Service Report for a Service Item?
Navigation: Admin > Services > Service Items > Select Service > Advanced
Step 1
- Click on the Service Item to Edit.
Step 2
- Click on "Advanced."
- Toggle ON or OFF "Service Report Required"
- Click "Update."
When a Staff member accesses their Dashboard, My List View or My Column View after disabling the "Service Report Required" setting, and clicks on a Service Item, the Service Report feature is no longer accessible and the Service Report Badge in the Scheduler will not be visible.
Info: Further Reading:
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