Advanced Service Request Settings

Modified on Wed, 13 Dec 2023 at 12:38 PM

Once you have allowed clients to request services online, there are a number of additional settings to fine-tune this function. Each option below has a link to a more detailed explanation and set of instructions on how to enable or disable the function.


TABLE OF CONTENTS


Services Left in Cart are Automatically Sent to Admin after Inactivity

Quick Guide - Auto submit left in cart / basket after inactivity (hours)
The auto-submit feature identifies clients who forget to click "Submit Now" when sending in service requests through the Client Portal. Auto Submit is a safety net that transmits these services after the number of hours that you set. Requests transmitted to you via this method are stamped in red with “Auto-Submitted.” You can then query the booking with the client.

To set the hours of inactivity for auto-submitted for services left in cart:
  • Navigate to: Admin > Settings > Service Requests > Advanced.
  • Enter a number of hours for Auto submit left in cart / basket after inactivity (hours).
  • Select Update.




Set the Time Limits for Admin Receiving Emails of Service Cancellations

Quick Guide - Company receives emails of service cancellations if within (days)
When a client cancels a service in their portal, an email notification can be emailed to the company administrator if this is helpful for you. You have some options as to the length of time in the past you want these emails to be sent for. 

To set the time limits for Admin receiving emails of service cancellations:
  • Navigate to: Admin > Settings > Service Requests > Advanced.
  • Enter a number of days for Company receives emails of service cancellations if within (days).
  • Select Update.




Set the Time Limits for Staff Receiving Emails of Service Cancellations

Quick Guide - Staff receive emails of service cancellations if within (days)
When a client cancels a service in their portal, the email notification that is emailed to the company administrator can also be emailed to the pet sitter assigned to the service.

To set the time limits for Staff receiving emails of service cancellations:
  • Navigate to: Admin > Settings > Service Requests > Advanced.
  • Enter a number of days for Staff receive emails of service cancellations if within (days).
  • Select Update.




Assign Service Requests to an Order Automatically

Quick Guide - Auto Assign Requests to Order
When Service Requests from the Client Portal are submitted, you can have the services automatically assigned to an order, or you can manually assign them to an order after review, to allow you to decide if they should be assigned to an Existing Order or a New Order. 

To automatically assign service requests to an order:
  • Navigate to: Admin > Settings > Service Requests > Advanced.
  • Toggle Auto Assign Requests to Order to ON.
  • Select Update.




Assign to Order Drop Down Default

Quick Guide - Assign to Order Drop Down Default
When service requests are received from the client portal, you can set the order of the drop down menu for assigning to an existing or new order. This will determine how the order drop down is displayed when you are assigning and scheduling your service requests. The options are:
  • New Order top - Chronologically youngest
  • New Order top - Chronologically oldest
  • Chronologically youngest – New Order bottom
  • Chronologically oldest – New Order bottom


To set the order of the drop down menu for assigning service requests to an order:

  • Navigate to: Admin > Settings > Service Requests > Advanced
  • Click on "Assign to Order Drop Down Default."
  • Select the preferred sort order
  • Click "Update."




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