Getting Started: Schedule Service Requests

Modified on Wed, 27 Nov at 6:38 PM

Getting Started Scheduling Service Requests: When clients Request Services from the Client Portal, you receive a notification for each new Request. You can review and schedule the services quickly and easily. Upon approval, the services are added to Client, Admin and Sitter Schedules, a Service Order is created and automated emails confirm the details to the client.

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

TABLE OF CONTENTS

1. Service Request Notification
2. View the Service Requests
3. Schedule Service Requests
4. See the Results

1. Service Request Notification

You will receive the following notifications when a new Service Request is submitted:

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.

View Service Requests in dog walking software

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.

View your service requests in pet sitter app

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.

Schedule your service requests in dog daycare app