Getting Started: Schedule Service Requests

Note: To provide clients access to their Client Portal, see Getting Started Guide: Introducing My Clients to Pet Sitter Plus.

1. Service Request Notification

• An Email notification.
• A red box that displays the number of clients who have Service Requests that can be processed.
• Click on the Red Box to view the Service Requests.

2. View the Service Requests

• All Service Requests you have received are displayed in a summary.
• To view the detail, click on the blue "service requests" link.

Tip: Vaccination Flags are also shown on the Service Request screen, informing you if a Clients Pet is up to date with their vaccinations or not.

3. Schedule Service Requests

• To schedule all Services, check the box in the header row to "Select All."
• Select "Add To Schedule."

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. 

• Select "New Order" to invoice this order separately, or an existing order to add services to.
• Click on "Schedule Services."

4. See the Results

• A new Service Order is created in the Client's Orders & Invoices.

• Services are added to Staff, Admin & Client Schedules and confirmation is emailed to the client.

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