As your staff complete their visits, they can send a Service Report to the client with details about the visit/walk, report on any details of the pet's behavior or well-being, and also add photos if you wish.
You can decide which of your staff can send service reports to your clients by enabling or disabling "Can Send Service Reports" in their Staff Permissions.
- If this permission is switched OFF, the staff member can only create and save the service report allowing an Admin to review, publish and send the report later on.
- If this permission is switched on, your staff member can create, publish and send the service report without the need for an Admin to review and send the report at another time.
How do I enable "Can Send Service Reports" in Staff Permissions?
Navigation: Admin > Staff > Permissions > Staff Permissions
- Switch On "Can Send Service Reports"
- Click "Update."
Switching ON "Can Send Service Reports" enables a staff member to Update, Publish to all schedules including the Client Portal and Send their report to the client via an email.
Switching OFF "Can Send Service Reports" enables a staff member to create and save their report, ready for an Admin to review, publish and send to the client.
Tip: Further reading:
- Sending a Service Report to a client from the Staff Dashboard
- Staff Permissions
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