Edit Services in the Schedule

Modified on Tue, 3 Dec at 3:37 PM

It's easy to make multiple changes to services in the schedule.

Example: You might need to change the time on a dog walk or re-assign all visits when a staff member calls in sick.

If you edit services in the schedule, the changes you make are simultaneously reflected in the clients service order, staff schedules, client schedules, and staff pay records.

Tip: To make multiple changes to a client's services, you will want to use the Client's Schedule or make edits from the service order. See Changing Multiple Services for One Client.

How Do I Edit a Service from the Schedule?

Navigation: Scheduler > Schedule > List, Column or Compact View

Step 1

Select the service(s) by checking the box to the left.
Click "Edit."

Edit a service in the schedule in pet sitting software

Tip: Alternatively, if you prefer to "drill down" into more detail on an individual service, you can select the service description link. This takes you to a screen where you can edit the service details and the service report, amend the 
check-in and out times and service activity, view the client map and assign the keys.

Edit the Service in the Schedule in Dog Walking Software

Step 2

Make Edits, such as changing the time block.
Click "Update."

Edit a service in the schedule in pet sitter software

Your changes refresh and display on the Schedule and in the client's service order.

See your edited service in the schedule in pet sitting software

Tip: Edits apply to all services selected. Some edits, like date, should be done individually. Sometimes it is better to 
delete services, if they are not completed, instead of editing individually.

Note: Updating an Assigned Sitter updates Staff Pay as well.

What can be Edited for a Service in The Schedule?

The following are descriptions of attributes you can edit on a Service:

Date

Date service is scheduled.

Service Item

Service item scheduled.

Time

Scheduled service time.

Note: The service time governs which schedule column the service is displayed within. See What are the Schedule Columns and Column View Headings?

Timeframe ± or Time Block

The timeframe defines the window of time the service should be started. For example, if a service should be started no earlier than 15 minutes before the service Time and no later than 15 minutes after the service Time, set the timeframe to 15 minutes. See Service Item Timeframe. If you do set a timeframe for a service AND you set "Show Time" (see below) to "Yes," the timeframe will be displayed in the schedule.

Time Block "edit" allows you to enter a custom time-block (a time block not preset in the drop-down). For example, a client requests a dog walk from 11:00am-12:00pm, but your preset time blocks include 11:00am-1:00pm. Change the time block for these services, by clicking "edit" by the Time Block, entering the custom time block, click "done."

Show Time

Sometimes it is not necessary to display a specific service time. For example, if you walk 4 dogs together over lunchtime, it doesn't usually matter if you start at 12:00 or 1:00pm as long as the dogs are walked during lunchtime. It is important, however, to group the dogs by schedule period to easily see services that can be done together to plan the work day.

Some clients request a specific time, such as a visit at exactly 5pm, so the time needs to display on the schedule. "Show Time" has a default setting ("Show Time Default", in Admin > Settings > Schedule Settings. "Show Time" initially displays the system default, but you can change it for a particular repeat service.

When "No" is selected, the exact service time is NOT shown in the schedule. Instead the time is only be used to govern which schedule column the service is displayed in.
When "Yes" is selected, the exact service time shows in the schedule and the time also governs which schedule column the service is displayed in.

Staff

Assigned staff, which updates the impacted staff schedules.

Quantity

Quantity, if there is more than one item. For example, if you charge mileage at $0.50 per mile, select the "Mileage" service item and enter the number of miles traveled in quantity.

Unit Charge

Each service item has a standard charge, calculated in conjunction with any Price Rules you set. The unit charge can be changed manually when adding a service.

Staff Pay

Each service has a standard Staff Pay rate that you pay your staff. Staff Pay rates are calculated according to Staff Pay Rules you set. This figure can be changed manually when adding a service.

Schedule Ref Override

Replaces "Schedule Ref" on the schedule. For example, if your client has two dogs and their Schedule Ref is "Poppy and Penny" but their repeat service is for Penny only; enter "Penny" in "Schedule Ref Override" to have only "Penny" appear in the Schedule for the service.

IMPORTANT CHANGE TO ORDER OF NOTES:

Client Notes

If a client adds a note when requesting services from their client portal, Client Notes are copied to Staff Notes, but also retained and displayed when editing services.

Staff Notes

Staff Notes now appear (in red) above Invoice Notes and are displayed in the admin and staff schedules, providing a reminder of special instructions. They do not appear on invoices and are not seen by clients.

Invoice Notes

Invoice Notes now appear below Staff Notes and are displayed on the invoice beside the service description and will be seen by clients. These are different from "Admin Notes" which can be added to an invoice and will appear in the Unpaid Invoice report.

Note: If you are adding a range of services, Invoice or Staff notes added here will be added to ALL services in the range. If you want your note to appear on one service, enter services without notes and use "Edit Services" to add notes to the appropriate services. The process is the same for any view of the Schedule (List View, Column View or Compact View). You can also add to or overwrite existing invoice/staff notes to other services.