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.
- Select directly 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, select the blue "Service Requests" link.
3. Schedule Service Requests
- To schedule all Services, check the box in the header row to "Select All."
- Select "Add To Schedule."
- Select an Existing Order to add services to, or "New Order" to invoice this order separately.
- Select "Schedule Services."
4. See the Results
- A 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.
Signposts...
Learn how to allow clients to Schedule online as well as how to invoice and receive payments:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article