TABLE OF CONTENTS
There are a number of areas of "Time" that need to be set up on your service items as this determines how your service times are displayed on the Schedule, how they are communicated to your team and clients, as well as how your clients will select a time when requesting services using the Portal. Each Service Item can have a different Time setting to meet your needs.
What is a Service Item? A Service Item is a description and price for a service, such as a dog walk. Service Items are set for a time and date and then are assigned to a staff member to create the schedule. Service items appear on your Schedule, Service Orders, and Invoices
Note: If you allow clients to book Service Requests in the Portal, the time settings will govern the time that is displayed to clients when they place their order.Tip: For more onscreen help click the "i" icon next to any field for a detailed description. You can also click "Show more >>" at the top of each screen to access further explanation with links to our extensive knowledge base and tutorial videos in the Learning Zone.
Time Type
There are seven available Time Types for Services.
- Time - is the standard time type and is a specific time as displayed in the schedule and in the Portal.
- Time Blocks - provide flexible time windows during which a service will be provided. You define your own time blocks, which can differ for each service you offer. The Time Blocks you created display on the Schedule and for clients to select from when Requesting a Service from the Client Portal.
- Anytime - is used for services like cat sitting which allows you to be flexible as to when the service is delivered.
- All Day - is used for daycare bookings that don't require a specific time.
- Half Day - represents either an AM or PM half day booking.
- All Night - is used for overnight bookings that don't require a specific time.
- Overnight - is used for overnight bookings that do need a pre-defined start and end time.
Default Time
A Default Service Time allows you to set a time that the Service is scheduled for automatically when you add it to the schedule. When you are adding it (or editing it), you can adjust the default time.
Associate a Timeframe with a Time
This setting is optional, you can choose to have this switched on or off. Choose to associate a timeframe to a service. This allows you to add a (in hours/minutes) to either side of a scheduled time that a service must be started within.
For example, a timeframe of +"30 mins" to a 10:00AM Service, means that the service can be started between 9:30AM (30 minutes before the scheduled time) and 10:30AM (30 minutes after scheduled time).
Display Time
Choose how the time of a service is automatically displayed when scheduled by selecting one of the options from the drop down menu.
Display Time
- Select "Always" - If you always want the service time displayed on the schedule if you require a service to start at a specific time.
- Select "Never" - If you never want the service time displayed on the schedule if the start time for staff is flexible.
- Select "Admins can Choose" - If you want an Admin/Scheduler to have the choice to display the service time on the schedule via a "Display Time" toggle button
Display Time Default
When "Admins can Choose" is selected as a "Display Time", from the drop down menu select the default setting for the service as either:
- Select "Yes" - If the majority of the time you want your staff to view the service time within the schedule.
- Select "No" - If the majority of the tine you do not want your Staff to view the service time within the schedule.
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