TABLE OF CONTENTS
- How Do I Edit a Service in Calendar Split View?
- What can be Edited for a Service in Calendar Split View?
It's easy to make multiple changes to services in Calendar View.
- Example: You might need to change the time on a dog walk or re-assign all visits when a staff member calls in sick.
Tip: To make multiple changes to a single client's services, you will want to use the Client's Schedule or make edits from their service orders. See Changing Multiple Services for One Client.
How Do I Edit a Service in Calendar Split View?
Navigation: Scheduler > Admin Schedules > Calendar Split View
Step 1
- Simply click the client service you wish to edit
Step 2
- From the Edit Services screen, there are several changes to you can make to a Service.
- Click "Update" when you have finished making changes to the Service.
- Any changes you make are displayed in the Calendar and are immediately updated in the Client Schedules.
What can be Edited for a Service in Calendar Split View?
The following are descriptions of attributes you can edit on a Service:
Date
Service Item
Time
Timeframe ±
Tip: Time Blocks can be altered in the schedules by an admin/scheduler by editing services. For example, a client requests a dog walk from 11:00am-12:00pm, but your preset time blocks states 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."
Display Time
- When "No" is selected, the exact service time is NOT shown in the schedule by default. 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 by default and the time also governs which schedule column the service is displayed in.
Staff
Quantity
Unit Charge
Staff Pay
Schedule Ref Override
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.
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