Tutorial: 6-3 Schedule a Repeat Service

Modified on Wed, 5 Oct, 2022 at 10:32 PM

 In this step, you will learn how to...
Schedule a Repeat Service

For Further Help:

What is a Client Account?

What are Repeat Services?

How do I add Repeat Services?

How do I run or Schedule Repeat Services for a Client?

Note: Before you can Add a Repeat Service, you need to have completed the tutorial section Tutorial: 6-2 Add a Repeat Service.

There are a few ways of scheduling repeat services in Pet Sitter Plus. When you have completed this tutorial and are ready to learn more, you can read more about Repeat Services.

In this section, you will schedule a repeat service into a service order, building on what you have learnt so far.

Step 1: How do I Schedule a Repeat Service?

Scenario: Tammy's client, Linda Macauley, has a dog called Sammy who Janet walks on a Monday and Thursday every week. Tammy has created a repeat service on Linda's client account and needs to run it so she can schedule next month's walks for Janet.

Navigation: Clients > Orders & Invoices

1. From Linda's client record, click "Orders & Invoices", then click "Create New Order"

Learn how to create a repeat service from a clients account in dog daycare software

2. Click "Add Repeats... " to schedule the repeat service(s).

Learn how to add a repeat service to a clients account from dog daycare software

3. Select the dates for the repeat jobs you are scheduling, in this case "07/01" to "07/30"

Note: If you wish you can choose different dates to the ones we have shown here, as these are example dates only.

4. Select the repeat service that you created in Tutorial: 6-2 Add a Repeat Service and you want to schedule now "Mon, Thur"

5. Click "Add"

Learn how to add detail to a repeat service from a clients account in dog daycare software

6. The repeat service dog walks for the month of July are now scheduled into the diary and a service order generated.

Learn how to schedule repeat services from a client account in dog daycare software

Congratulations! You have completed this stage.

To move forward to the next step, click the link below and then choose the next step:

Tutorial: 7-1 View Scheduled Repeat Services.