There are a number of settings you will need to adjust to control how clients request services through the client portal. Each option below has a link to a more detailed explanation and set of instructions on how to enable or disable the function.
Tip: You can amend these settings at any time to suit your business. For example, you may wish to delay allowing clients to book online, or prevent clients from cancelling services online until you are ready.
TABLE OF CONTENTS
- Allow Clients to Request Services in the Portal
- Must have at least one pet registered
- Allow Clients to Cancel Services in the Portal
- Send a Copy of Service Request Emails to the Primary Sitter
- Disable the Service Request Confirmation Email
- Disable the Service Scheduled Confirmation Email
- Only Show Services for Pet Types Registered in a Client Account
Allow Clients to Request Services in the Portal
| Through the Client Portal you can allow clients to Request Services online. You can turn the settings on and off at any time, adjusting the settings either provides clients with a Request Services button when they log into the portal or removes it, preventing them from Requesting Services. To allow clients to request services:
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Must have at least one pet registered
| There are a number of settings in Pet Sitter Plus that enable you to control how clients request services through their client portal. Preventing clients from requesting services when they have no pet registered on their client portal, will further improve the Pet Information gathering features of Pet Sitter Plus and ensure new clients are adding all the relevant pet details to their portals prior to receiving or requesting services from you. To prevent clients from requesting services with no pet registered:
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Allow Clients to Cancel Services in the Portal
| Through the Client Portal you can allow clients to Cancel Services online. You can turn the settings on and off at any time, and adjusting the settings either provides clients with a Cancel button in the portal when they look at their Schedule or removes it, preventing them from Cancelling Services. To allow clients to cancel services:
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Send a Copy of Service Request Emails to the Primary Sitter
| When a client requests services in the Portal, the company administrator receives an email, the client can receive an email, and you can also email the primary sitter the service requests as well. To BCC service request emails to primary sitter:
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Disable the Service Request Confirmation Email
| When clients request services through the Portal, they are sent some or all of a series of automatic emails, depending on the action they take. With this setting you can disable the "automated service request confirmation email." To disable service request confirmation email:
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Disable the Service Scheduled Confirmation Email
| When clients request services through the Portal, they are sent some or all of a series of automatic emails, depending on the action they take. With this setting you can disable the "automated service scheduled confirmation email." To disable service scheduled confirmation email:
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Only Show Services for Pet Types Registered in a Client Account
| When a client sends in a Service Request from their portal, you can restrict the list of service items they can request to be relevant to the Pet Types they have registered in their portal. Example:
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 are only offered the Services that apply to the types of pet they have registered in their portal. To show Services for Pet Types Registered in a Client Portal:
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