What Does "Can Change My Planner" Allow?

Modified on Mon, 1 Jul at 8:48 PM

Enabling "Can Change My Planner" in Staff Permissions allows the associated Staff member to edit services that appear on their Planner.

Note: To start using and configure the new Planner, please read Understanding The Planner and for existing users of the Planner, Transitioning over from the Old Planner to the New Planner.

Understanding Staff Permissions:

Staff Permissions allow you to fully customize the functionality available to particular staff roles within your business. Staff who are assigned work require the staff interface to complete their duties. Senior trusted staff may also require more access to certain scheduling or admin functions, particularly if they look after a team of sitters. In essence, Staff Permissions control which functions you give staff access to; the Interface Permissions control which modules staff can see.

Understanding Admin Permissions:

Admin Permissions allow you to fully customize the functionality and access available to particular admin roles within your business. Admins are usually key roles in the running of the business and need access to all or most areas of the software to do their job. Junior admin roles require a reduced set of functions and some areas would need to be restricted for this role. In essence, Admin Permissions control which functions you give staff access to; the Interface Permissions control which modules staff can see.

Example Role Permissions

Example: Senior Admin Role Permissions

Example: Junior Admin Role Permissions

How Can I Allow Staff to Edit Services in their Planner?

Navigation: Admin > Staff > Select Staff > Permissions > Staff Permissions

Switch on "Can Change My Planner"
Click "Update."

Allow Staff to edit services in their planner in Pet Sitting software

When "Can Change My Planner" has been switched ON, an "Edit" button is available for the staff member to be able to make changes to scheduled services.

From My Planner, access the "Details" Page by selecting the service group count.

Access Edit Services from the Planner in Dog Walking Software

Select "Edit" next to the Service that requires changes.

Edit Services directly from the planner in dog daycare software

Subject to other staff permissions being set, from the "Edit Services" page, the following features can be accessed and/or amended:

Client Information Pages
Client Service Orders
Change Service date, time, Sitter, Quantity, Invoice & Staff Notes
Service Report
Activity
Maps
Keys

Change Client Information and Services directly from the Planner in Pet Boarding Software

Info: Further reading....
Understanding the Planner
Transitioning from the Old Planner to the New Planner
Staff - My Planner View