< Scheduling Functions for Services in Column View < Editing a Service

You may need to edit a single service, or multiple services, on your schedule. For instance, you might need to change a dog walk to a different time or time block on a certain day per client request, or you may need to update the pet sitter for an Overnight service. Or perhaps your pet sitter calls out sick on a certain day, so you need to re-assign all of her dog walks, for multiple clients, to another walker.

 

To make changes to single or multiple services from the Column View of the Schedule, you can use the Edit button above the Schedule.

See further information on how to access the Service Report (Pet Visit Notes), the service Activity (acknowledged/completed markers, GPS check-in/check-out data), a Map of the client's location and assigning Keys.

ON DESKTOP:

Navigate to Scheduler > Schedule > Column View
STEP 1

 

How Do I Make Changes to One or Multiple Services from the Column View?

  • To edit one or more services from the Column View of the Schedule, select the service(s) by checking the box to the left of the service.

  • Then click "Edit...".

schedv6-col-edit-serv1.jpg
​STEP 2

  • Make the necessary changes in the Edit Services screen.

  • In this example, we are changing the time block from 11:00am-1:00pm to 9:00am-11:00am.

  • Note that you could also change the: 

    • Date​

    • Service Item

    • Time

    • Time Block

    • Show Time setting

    • Staff 

    • Quantity

    • Unit Charge

    • Compensation

    • Diary/Schedule Ref override

  • You can also add Invoice Notes and Staff Notes.

 

See Service Order Management for more details and descriptions ​of these terms/options.

schedv6-col-edit-serv2.jpg
​STEP 3

  • Once you've made your changes to the service(s), click "Update".

  • Once you click "Update," your changes will be automatically reflected in the Schedule and in the client's service order.

schedv6-col-edit-serv3.jpg

        ON MOBILE 

STEP 1

 

  • Tap the Navigator, and select Scheduler > Schedule > Column View

  

STEP 2

  • To Edit services from the column view, navigate to the services you need to edit. 

  • Select the service(s) by putting a check in the checkbox(es).

    • You can check individual services, or use the "All" checkbox to select all services.​

  • Then tap the "Actions" button.

STEP 3

  • Tap "Edit..." to edit the selected service(s). 

STEP 4

  • Use the Edit options to make the changes to your service(s).

    • In this example, we tapped the "Time Block" drop-down and selected 1:00pm-3:00pm.

  • ​​Click "Done".

  • Tap "Update" when finished or tap the "X" in the upper right corner to return the the Schedule without saving your changes.

  • Your saved changes will take immediate effect on the Schedule, and in the client's service order.

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.



© 2020 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
schedv6-col-edit-serv3.jpg