Navigation: CLIENTS > ORDERS

 

At this stage, it will be helpful to view alternative services in the diary, and is good practice to create another service order and schedule some more services.


Step 1: How do I Schedule More Services?
 

Tammy's client, "Test Client Adams", has a dog called Ralphie who she wants to book services for. The family are going on vacation, so you will schedule an overnight visit for Ralphie between 09/04 to 09/08 with herself as the sitter.

 

NOTE: if you wish you can choose different dates to the ones we have shown here, as these are example dates only.

 

1. From "Test Client Adams" client record, click the ORDERS tab, then click "Create New Order".

 

2. Click on the title of the new "Service Order".

 

YOU WILL LEARN HOW TO:

 

  • Schedule more services

For Further Help:
 
Clients
Orders
 
For Further Help:
 
Clients
Orders
 

3. Click "Add Jobs" to schedule more jobs.

We can now enter all the job details we require in the "Add Jobs" screen.

 

4. Select a few dates. It doesn't matter which date you choose, as long as you remember it for when we are viewing the diary later.

 

5. Select the service that you want to schedule, "Overnight Visits".

 

6. Assign a sitter to the job – choose "Gates, Tammy".

 

7. When finished, click "Add Jobs".

8. The overnight visits have now been scheduled into the diary.

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 < 7-3 Schedule more services

ABOUT US



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.



© 2018 all rights reserved

CONTACT US



sales@petsitter-plus.com

 

Toll Free  

USA & Canada      888-629-0871

 

Calling from

Within the UK         0845 834 0254

 

Outside the UK      +44 845 834 0254

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon
  • YouTube Social  Icon