Service Item Group Tracking in the Planner

As well as displaying capacity and current scheduled services, the Group Planner is also helpful to identify which staff/sitters provide services and track who has availability to accept a service. 

Service Item Group Tracking in the Planner gives a business owner or admin the ability to monitor company and staff/sitter capacity by service item group.  This is extremely beneficial for businesses that offer services such as boarding, overnights and daycare that operate within the remits of local authority legislation. Other services can also be tracked from the Planner such as Dog Walks or Pet Visits as shown below: 

Tip: Click the pin to lock dates, filters and jump to buttons to the top of your device to enable scrolling, without losing access to key navigation tools. Click the pin again to unlock and view all of your screen.

Tip: Click the cog to jump to the Group and General Planner Settings.

Tip: The Planner can be used as an alternative to the Scheduler or My Dashboard for Staff subject to the appropriate Staff Permissions. The Planner is particularly helpful for Daycare or Boarding businesses to view their daily services, check in dogs as they arrive and check out as they leave, plus produce service reports for feeding back vital information for their clients.

How do I Setup Service Item Group Tracking in the Planner?

Navigation: Admin > Settings > Planner Settings > Group Planner Settings

In Group Planner Settings you can decide to "Track" specific Service Item Groups. 

• ITEM GROUP: Your service item groups
• TRACK: Toggle ON to add a service item group to the planner and display a total count of all scheduled services. 
• STAFF: Click "Configure Staff". Here you can access the Service Group tracking for individual staff/sitters and also enable the Check-in/Out feature. 
• COMPANY CAPACITY: Displays the total company capacity for the service item group.
• ADD TO GROUP TOTAL: Only visible when "Use Add to Staff Total" is Toggled OFF in General Planner Settings. Adds the Service Group Totals to the Company Planner Totals.

Click "Update."

After you have set the service group Items to track on the planner as above, you can then move on to configure the staff/sitter Planner views.

Info: About The Planner

The Planner can help you quickly schedule, view staff availability and facility capacity. You can use the planner to track just one service or a few services at a time, depending on the configuration. Setting up the planner for each use is slightly different and you'll want to understand a Resource Cost before starting set-up.

The Planner displays capacity and current scheduled services for a particular type of service, such as boarding, overnight and daycare services. 

In addition to Service Reporting, the planner has a number of other features and functions that can be accessed directly from the Edit Services Page, such as:
Client Access a Client Account
Editing the Scheduled Service
Accessing a Client Invoice
Client Service Order
Client Keys
Create and Send Service Report
Checking in and Out of a Service