General Service Request Settings

Modified on Mon, 29 Apr 2024 at 12:12 PM

There are a number of settings you will need to adjust to control how clients request services through the client portal. Each option below has a link to a more detailed explanation and set of instructions on how to enable or disable the function.


Tip: You can amend these settings at any time to suit your business. For example, you may wish to delay allowing clients to book online, or prevent clients from cancelling services online until you are ready.


TABLE OF CONTENTS


Allow Clients to Request Services in the Portal

Through the Client Portal you can allow clients to Request Services online. You can turn the settings on and off at any time, adjusting the settings either provides clients with a Request Services button when they log into the portal or removes it, preventing them from Requesting Services.

To allow clients to request services:
  • Navigate to: Admin > Settings > Service Requests > General.
  • Toggle Allow Clients to Request Services to ON.
  • Select Update.




Must have at least one pet registered

There are a number of settings in Pet Sitter Plus that enable you to control how clients request services through their client portal. 


Preventing clients from requesting services when they have no pet registered on their client portal, will further improve the Pet Information gathering features of Pet Sitter Plus and ensure new clients are adding all the relevant pet details to their portals prior to receiving or requesting services from you. 


To prevent clients from requesting services with no pet registered:

  • Navigate to: Admin > Settings > Service Requests > General
  • Toggle ON Must have at least one pet registered
  • Select Update.


Detailed instructions....




Allow Clients to Cancel Services in the Portal

Through the Client Portal you can allow clients to Cancel Services online. You can turn the settings on and off at any time, and adjusting the settings either provides clients with a Cancel button in the portal when they look at their Schedule or removes it, preventing them from Cancelling Services.

To allow clients to cancel services:
  • Navigate to: Admin > Settings > Service Requests > General.
  • Toggle Allow Clients to Cancel Services to ON.
  • Select Update.




Send a Copy of Service Request Emails to the Primary Sitter

When a client requests services in the Portal, the company administrator receives an email, the client can receive an email, and you can also email the primary sitter the service requests as well.

To BCC service request emails to primary sitter:
  • Navigate to: Admin > Settings > Service Requests > General.
  • Toggle BCC Service Request Emails to Primary Sitter to ON.
  • Select Update.




Disable the Service Request Confirmation Email

When clients request services through the Portal, they are sent some or all of a series of automatic emails, depending on the action they take. With this setting you can disable the "automated service request confirmation email."

To disable service request confirmation email:
  • Navigate to: Admin > Settings > Service Requests > General.
  • Toggle Disable Service Request Confirmation Email to ON.
  • Select Update.




Disable the Service Scheduled Confirmation Email

When clients request services through the Portal, they are sent some or all of a series of automatic emails, depending on the action they take. With this setting you can disable the "automated service scheduled confirmation email."

To disable service scheduled confirmation email:
  • Navigate to: Admin > Settings > Service Requests > General.
  • Toggle Disable Service Scheduled Confirmation Email to ON.
  • Select Update.



Only Show Services for Pet Types Registered in a Client Account 

When a client sends in a Service Request from their portal, you can restrict the list of service items they can request to be relevant to the Pet Types they have registered in their portal.

Example:

  • 30 Minute Dog Walk - Can be configured to apply only to Pet Type of "Dog".
  • 30 Minute Cat Visit - Can be configured to apply only to Pet Type "Cat".

Categorizing your services by one or more Pet Type(s), also allows you to configure your system to enable Clients Requesting Services from within their Client Portal are only offered the Services that apply to the types of pet they have registered in their portal.


To show Services for Pet Types  Registered in a Client Portal:
  • Navigate to: Admin > Settings > Service Requests > General
  • Toggle Only show services for pet types registered in client account.
  • Select Update.

 Detailed instructions....



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