The "Schedule Ref" field is part of the Client Account which stores client, home and pet details, as well as client order history and payment details. It is a client identifier used in the Schedule, Invoices, Service emails and email merges.
The following is detail on how the Schedule Ref field can be used:
- Schedule Ref appears in the schedule on client services. It is commonly used to display a clients pet name(s) on the schedule.
- Schedule Ref is merged when {CLIENT_REFERENCE} is used in an email, on an invoice or quote narrative for example.
- Alternatively, if you have a client with four cats, you could type "cats" instead of the cat names into the Schedule Ref to keep it simple.
Tip: Update this field each time the client's pets change. Additionally, if you are only caring for a subset of a client's pets during specific visits, use Schedule Ref Override to indicate that to staff.
Note: Schedule Ref. is inserted when the {CLIENT_REFERENCE} merge code is used. If you type "George or Harry" or "cats," your email would read "We are delighted to visit George or Harry" OR "We are delighted to visit cats soon."
How Do I Change the Schedule Ref?
Navigation: Clients > access client account > Client Information > Client Details
- Enter new text in "Schedule Ref."
- Click "Update."
Tip: To change the content and layout in this section, see Custom Fields.About Custom Fields Custom fields enable you to customize the clients pages in your database. This means you can add any kind of data you want such as simple text fields, drop down lists, dates, multi-line notes fields, email address fields, image uploads, file uploads, Weblinks and more. If you add custom fields, screenshots may not look the same as your database.
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