Getting Started: Schedule Service Requests

Modified on Fri, 15 Dec 2023 at 02:37 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.


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."

Schedule your service requests in dog daycare app


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

Add Service Requests to a New Order in Cat Sitting Software


4. See the Results

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

See how service requests become orders in dog day care software


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

View Scheduled Services in a Client Portal in Dog Boarding Software


See client email notification in dog walker app


Signposts...

Learn how to Schedule Repeated Services online as well as how to invoice and receive payments:

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