Accessing A Client Account From The Planners

NOTE:  To start using and configure the new Staff and Group Planners, please read Understanding The Group Planner and Understanding the Staff Planner. For existing users of the Staff Planner, Transitioning over from the existing Staff Planner to the Group Planner. 

Subject to Staff Permissions, there are a number of features and functions that can be accessed directly from the Staff and Group Planners, such as:

• Client Accounts
• Editing Services
• Client Service Orders
• Client Invoices
• Service Reporting
• Checking in and Out of Services
• Client Keys
• Staff Time Off 

A client account can be accessed by clicking on any daily count of services in the Planner, enabling you to view all the clients with scheduled services for that day. To set up services to appear in the Planner, ensure a Resource Cost is set in Advanced Service Item Settings. 

Tip: The Planners can be used as an alternative to the Scheduler or My Dashboard for Staff subject to the appropriate Staff Permissions. The Planners are particularly helpful for Daycare or Boarding businesses to view their daily services, edit services, check in dogs as they arrive and check out as they leave, plus produce service reports for feeding back vital information for their clients. 

How do I access a Client Account from the Planners?

Navigation: Scheduler > Schedule > Group or Staff Planner

• Click on a count of Scheduled Services on either the Group or Staff Planner:

Tip: Clicknext to "GROUP" to expand the list of services that have been scheduled.

Group Planner

Staff Planner

• Click on the Clients Name to access their account:

• You now have access to all the client information.

Info: Further reading:
Understanding the Group Planner
General Planner Settings
Group Planner Settings
Staff Planner Settings
Check in and Out from the Planner
Show Vaccination Flags from the Planner
Edit Services from the Planner