Edit a Service Request

Modified on Tue, 3 Dec at 3:40 PM

If you need to change a Service Request before scheduling, maybe your client made a error entering the request or you need to assign a different sitter, you can make edits in the Service Requests Tab.

More About Service Requests

When clients use their Client Portal to request services online, they are not added to the live schedule until you review and approve the requests. The requests are added to the Service Requests Tab where you can view, edit, email and confirm services, then add them to the live Schedule. During the scheduling process, you can add Scheduling notes with details and communication.

Tip: You can also view and edit client service requests from Clients > access a client's account > Service Requests. 
See How do I Edit a Service Request from Client Account?

How Do I Edit a Service Request?
Navigation: Scheduler > Schedule > Service Requests

Step 1

Click the blue link for the service request.

Select a service request to edit in dog walking software

Step 2

Select each service individually or check the box in the column heading to “select all."
Click “Edit Requests.”

Select the services in the request to edit in dog walking software

There are various elements of a service available to edit from a Service Request, these are:

Date

Date service is scheduled.

Service Item

Service item scheduled.

Time

Scheduled service time.

Note: The service time governs which schedule column the service is displayed within. See What are the Schedule Columns and Column View Headings?

Timeframe ± or Time Block

The timeframe defines the window of time the service should be started. For example, if a service should be started no earlier than 15 minutes before the service Time and no later than 15 minutes after the service Time, set the timeframe to 15 minutes. See Service Item Timeframe. If you do set a timeframe for a service AND you set "Show Time" (see below) to "Yes," the timeframe will be displayed in the schedule.

Time Block "edit" allows you to enter a custom time-block (a time block not preset in the drop-down). For example, a client requests a dog walk from 11:00am-12:00pm, but your preset time blocks include 11:00am-1:00pm. Change the time block for these services, by clicking "edit" by the Time Block, entering the custom time block, click "done."

Show Time

Sometimes it is not necessary to display a specific service time. For example, if you walk 4 dogs together over lunchtime, it doesn't usually matter if you start at 12:00 or 1:00pm as long as the dogs are walked during lunchtime. It is important, however, to group the dogs by schedule period to easily see services that can be done together to plan the work day.

Some clients request a specific time, such as a visit at exactly 5pm, so the time needs to display on the schedule. "Show Time" has a default setting ("Show Time Default", in Admin > Settings > Schedule Settings. "Show Time" initially displays the system default, but you can change it for a particular repeat service.

When "No" is selected, the exact service time is NOT shown in the schedule. Instead the time is only be used to govern which schedule column the service is displayed in.
When "Yes" is selected, the exact service time shows in the schedule and the time also governs which schedule column the service is displayed in.

Staff

Assigned staff, which updates the impacted staff schedules.

Quantity

Quantity, if there is more than one item. For example, if you charge mileage at $0.50 per mile, select the "Mileage" service item and enter the number of miles travelled in quantity.

IMPORTANT CHANGE TO ORDER OF NOTES:

Client Notes

If a client adds a note when requesting services from their client portal, Client Notes are copied to Staff Notes, but also retained and displayed when editing services.

Staff Notes

Staff Notes now appear (in red) above Invoice Notes and are displayed in the admin and staff schedules, providing a reminder of special instructions. They do not appear on invoices and are not seen by clients.

Invoice Notes

Invoice Notes now appear below Staff Notes and are displayed on the invoice beside the service description and will be seen by clients. These are different from "Admin Notes" which can be added to an invoice and will appear in the Unpaid Invoice report.

Note: If you are adding a range of services, Invoice or Staff notes added here will be added to ALL services in the range. If you want your note to appear on one service, enter services without notes and use "Edit Services" to add notes to the appropriate services. The process is the same for any view of the Schedule (List View, Column View or Compact View). You can also add to or overwrite existing invoice/staff notes to other services.

Step 3

Make edits.
Click “Update.”

Edit the services and save changes in dog walking software

Note: If services appear in red, the staff member is NOT available to perform these services.

See staff with holiday conflicts for services in pet sitter software

Tip: If duplicated Service Requests are a problem for your business, switching on notify admins of potential scheduling conflicts in Advanced Service Request settings will help to reduce this issue by providing warnings to admins of potential duplicates.