Edit a Service Request

Modified on Fri, 14 Oct, 2022 at 6:02 PM

If you need to change a Service Request before scheduling, maybe your client made a error entering the request or you need to assign a different sitter, you can make edits in the Service Requests Tab.

More About Service Requests

When clients use their Client Portal to request services online, they are not added to the live schedule until you review and approve the requests. The requests are added to the Service Requests Tab where you can view, edit, email and confirm services, then add them to the live Schedule. During the scheduling process, you can add Scheduling notes with details and communication.

Tip: You can also view and edit client service requests from Clients > access a client's account > Service Requests. 
See How do I Edit a Service Request from Client Account?

How Do I Edit a Service Request?
Navigation: Scheduler > Schedule > Service Requests

Step 1

Click the blue link for the service request.

Select a service request to edit in dog walking software

Step 2

Select each service individually or check the box in the column heading to “select all."
Click “Edit Requests.”

Select the services in the request to edit in dog walking software

Step 3

Make edits.
Click “Update.”

Edit the services and save changes in dog walking software

Note: If services appear in red, the staff member is NOT available to perform these services.

See staff with holiday conflicts for services in pet sitter software