Using the Schedule: The schedule is a powerful, time-saving tool for daily management. Use the schedule for tasks, such as add, edit, cancel and delete services. Further, the Schedule, Service Orders and Staff Pay Report are connected. A change made updates to all areas simultaneously.
Let's get started with ways the schedule speeds up your Admin work and makes your life easier.
TABLE OF CONTENTS
- 1. Edit Services from the Schedule
- 2. Cancel, Void or Delete from the Schedule
- 3. Filter your Schedule
- 4. Email from your Schedule
- 5. View and Edit Service Activity & Service Report
1. Edit Services from the Schedule
Navigation: Scheduler > Schedule > List, Column or Compact View
To edit a service, such as change time, service type or assigned sitter:
- Select the service(s) by checking the box to the left of the service.
- Click "Edit."
- Make Edits in the pop-up window.
- Click "Update."
- Your changes refresh and display on the Admin Schedule, Staff & Client schedules.
- Changes also update on the client's service order.
2. Cancel, Void or Delete from the Schedule
What is the Difference?: When to use Cancel, Void or Delete. All options remove the visit from the schedule, and remove client charge and the staff pay from the service.
- Cancel: Use Cancel when your client requests to cancel their service.
- Cancelled service appear on the invoice (greyed out). Voided and deleted services do not.
- Cancelled services can be uncancelled, which reinstates client charge and compensation.
- Void: Use Void if you make a scheduling error.
Example: You schedule Monday, Tuesday, Wednesday but realize your client did not book Wednesday. Void Wednesday which removes it from the admin schedule and staff schedule.
- "Void" services to not appear on the invoice.
- Voided services can be unvoided, which reinstates client charge and staff pay.
- Delete: Use Delete for scheduling errors when you want to completely remove the services.
- Deleted services are permanently removed and can not be recovered, so use Delete carefully.
Navigation: Scheduler > Schedule > List, Column or Compact View
To Cancel, Void or Delete a service:
- Select the service(s) by checking the box to the left of the service.
- Click "Cancel," "Void" or "Delete."
- As mentioned above, you services are removed from the Admin Schedule, Staff & Client schedules and the Service Order is updated as well.
3. Filter your Schedule
Use the filters at the top of your schedule to view specific information, such as:
- View Schedule & Completed Services to plan staff visits for the day.
- "First Service Only" shows the first service on an order, meaning a new service starts that day.
- View one staff member's schedule, helpful to reschedule work if they call out sick.
- View only service Items from one Service Group, such as Pet Sitting, to aid with scheduling.
- View clients from one Client Area with services this week.
- Use one or more filters at a time to view the subset of services you want to review.
4. Email from your Schedule
Navigation: Clients
Emailing clients from the schedule is helpful to confirm a service is starting or ending, a new staff is providing service or when you cancel visits on a holiday or for inclement weather.
- Filter your schedule and/or click "All" checkbox to select all clients with service.
- Click "Email."
- Choose if you are sending to Client, Sitters or both.
- Choose an email template or type your own.
- Click "Email Clients."
See Email All or Selected Clients for more information.
5. View and Edit Service Activity & Service Report
Navigation: Scheduler > Schedule > List or Column View
Easily view and edit Service Reports and Staff Activity completed by your staff.
- Click the service description, eg. "Dog walk 1 dog, 30 mins."
- Click "Service Report."
- Make edits, if necessary, i.e. add a note, upload a new photo etc.
- Toggle "Email on Update" ON, to email the Service Report to the client.
- Click "Update."
Signposts...
Learn how to use the Schedule and about additional ways to Schedule Services:
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