Navigation: DIARY & SCHEDULING

 

There are two main views of the scheduling information held in Pet Sitter Plus, being the "Diary" view and the "Schedule" view. Both of these views show the same scheduling information presented in different ways. The Diary and the Schedule, whilst related, offer different types of scheduling functionality for different scheduling requirements, and we will look at both.

 

In Step 6-3 Schedule a Repeat Service you learnt how to create and schedule a repeat service. You will now learn how to view the scheduled jobs in the diary and the schedule view.


Step 1: How do I View Scheduled Services in the Diary?
 

Tammy has created a service order for Sammy's dog walks during September and she wants to view her admin diary to see what work she has planned in for her sitters for the week.

 

1. Click the DIARY & SCHEDULING tab, then click into the date range you want to view "Mon 09/04/2017" to "Fri 09/08/2017" and click "Show Report".

YOU WILL LEARN HOW TO:

 

  • View the Diary

For Further Help:
 
Clients
Orders
 

When you view the Diary for the first week of September, you can see the repeat jobs you scheduled for Sammy's walks on a Monday and a Thursday. 

Below is an explanation of a simple dairy entry. There are other options that will be seen when you start to use marking jobs as acknowledged and completed, when you add notes to a job, and when you issue keys via Pet Sitter Plus. Once you have completed your training, you can read more about this in the Diary.

Step 2: How do I View Scheduled Services in the Schedule?
 

Tammy has created a service order for Sammy's dog walks during September and she wants to view her admin schedule to see what work she has planned in for her sitters for the week.

 

1. Click the DIARY & SCHEDULING tab, then click the option "switch to schedule view".

2. Click into the date range you want to view "Mon 09/04/2017" to "Fri 09/08/2017" and click "Show Report".

When you view the Schedule for the first week of September, you can see the repeat jobs you scheduled for Sammy's walks on a Monday and a Thursday. 

When you are ready to learn more, you can discover the different options available in the Schedule that aren't available in the diary, for example, you can check multiple items in the Schedule to make changes.

Congratulations! You have completed this stage.

 

To move forward to the next step, click the link below and then choose the next step:

 

< Step 7: Check Diary & Scheduling < 7-1 View scheduled repeat service

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Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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