TABLE OF CONTENTS
- Show Services in the Planners
- Make Services Inactive
- Show a Service on an Invoice but Not the Schedule
- Set Billing Date Preference for Certain Services
- Services That Don't Need a Key
- Show a Service in the Schedule but Not the Invoice
- Show Services to Staff but Not Clients
- Services that Don't Require a Service Report
- Show Services in the Client Portal
- Enable or Disable Service Request Vaccination flags for Service Items
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.
There are a number of advanced functions that need to be set up on your service items as this determines whether your services are displayed on the Schedule, how they are communicated to your team and clients, as well as if your clients will be able to request services using the Portal.
Show Services in the Planners
Quick Guide - Resource Cost The Resource Cost setting is associated with the Group and Staff Planners. The Planners are a scheduling tool designed to help you understand when you are close to capacity so that you can prevent overbooking. The Planners display how many services are booked to each member of staff and in the Group Planner are also displayed by service item group. A service will only be displayed in the Planner if it has been assigned a Resource Cost. Typical uses are for services such as home boarding, daycare or overnights, but other services can also be included and tracked on the Planner. 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. Set the Resource Cost based on the following guidelines:
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Make Services Inactive
Quick Guide - Making a Service Inactive When you want to stop providing a particular service, the Active/Inactive option is useful (if you are unable to "delete" a service). To make a service inactive:
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Show a Service on an Invoice but Not the Schedule
Quick Guide - Hide in Schedule You can have a service shown on the client's invoice, but not appear on the schedule, i.e. if you charge a mileage fee, you want to show the dog walk on the schedule, but have the mileage fee only appear on the client's invoice. To hide a service in the schedule:
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Set Billing Date Preference for Certain Services
Quick Guide - Ignore Service Start Some services may be treated differently for billing purposes. For example, you may schedule a "Meet & Greet" in advance of a service but you want to bill on the date the pet care services start. By setting the Meet & Greet Service as "Ignore Service Start" the billing system skips that service when pulling appropriate Service Orders into a Billing cycle. It will use the next date of service on the Order. To prevent a service from triggering an invoice:
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Services That Don't Need a Key
Quick Guide - Key Not Needed Some services – such as a Meet & Greet – do not require a key to perform the service, therefore, you would not want the "key required" alert on the Schedule or on the "Services Requiring Keys" report. To set a service where no key is required:
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Show a Service in the Schedule but Not the Invoice
Quick Guide - Non-Chargeable Services A non-chargeable service is used when you do not want to charge the client a fee, but you want a service to appear on the schedules. For example, maybe you provide dog daycare that includes a free daily walk. To schedule that walk so it appears on the staff, admin and client schedules, but with no charge, add a Service Item called Daycare Walk set to non-chargeable. To make a service non-chargeable:
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Show Services to Staff but Not Clients
Quick Guide - Internal Service There may be some services your staff should see, but not your clients. For example, you may offer a free daily walk with Daycare service, so you want the sitter to have the walk on their schedule, but not on the client's invoice or schedule in the client portal. This is called an "Internal Service." To make a service internal:
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Services that Don't Require a Service Report
| Quick Guide - Enable/Disable Service Report Service Reports are useful for providing feedback to your clients after a visit or activity with their pets. However, there may be circumstances when a Service Report is not required depending on the Service. You can now choose to enable or disable the Service Report function for each Service Item.
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Show Services in the Client Portal
Quick Guide - Show in Portal The list of available services for clients to book in the Portal will only show services which you've marked "Show in Portal" on the advanced tab of the service item. To show a service in the client portal:
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Enable or Disable Service Request Vaccination flags for Service Items
| Quick Guide - Vaccination Required For all Service Items you can decide whether or not the Service requires a Vaccination. The "Require Vaccination" function in Service Items directly relates to whether or not a Vaccination flag will appear in your Service Request processing screen and Planner (Subject to this function being enabled in General Planner Settings) To flag a service item as vaccination required:
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