< Scheduling Functions for Services in List View < Cancelling Services
You may need to cancel one or multiple services on your schedule. For instance, you might need to cancel several dog walks that fall on a certain holiday because several clients do not need service that day. Or you may need to cancel a single service because one client stayed home from work due to illness and no longer needs the service only that day.
Services that are cancelled:
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are removed from the administrators schedule and the staff schedules so that the work does not get carried out but can still be viewed if necessary.
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will remain on your service order "greyed out" so that it is easy to distinguish them from "un-canceled" jobs. Optionally, you can choose to show cancelled services on the staff and client schedules (see Show Cancelled Services in the Staff / Client Schedules For) and select how long you want to show them for.
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remain on client quotes and invoices so that the client (and you) have a full record of all transactions on the account.
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remain on staff compensation reports but are shown with zero compensation. It is possible to manually re-instate the compensation payment if required.
NOTE: Canceled jobs can be re-instated if they were canceled in error (see below how to do this).
ON DESKTOP:
Navigate to Scheduler > Schedule > List View
STEP 1
How Do I Cancel One or Multiple Services from the List View?
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To cancel one or more services, select the service(s) by checking the box to the left of the service, or
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Use the "All" checkbox above the Schedule to select all services.
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Then click "Cancel".
STEP 2
Once you cancel a service, it will automatically be removed from the default "Scheduled & Completed" view of the Schedule.
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However, to view your cancelled services, simply click the drop-down menu for "Scheduled & Completed Services" and select "Cancelled Services Only".
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This will display your Cancelled Services for the given time period.
STEP 3
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Cancelled services will remain in the client's service Order.
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They will be clearly marked "Cancelled".
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Note that you can "un-cancel" any service by selecting it and clicking the "Cancel" button.
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You can also Edit cancelled services, for instance if you need to add a late cancellation charge to the cancelled service. To edit a service, select the service then click the "Edit..." button (see Editing Services)
- The cancelled service(s), whether there is a zero charge or if you added a cancellation charge, will show on the client's invoice.
ON MOBILE
STEP 1
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Tap the Navigator, and select Scheduler > Schedule > List View
STEP 2
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To Cancel services from the column view, navigate to the services you need to cancel.
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Select the service(s) by tapping the checkbox(es).
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You can select individual services, or use the "All" checkbox to select all services.
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Tap "Actions".
STEP 3
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Tap "Cancel" to cancel the selected service(s).
STEP 4
Your cancelled services will be removed from the "Scheduled & Completed" view of the Schedule.
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To view your Cancelled Services, you can sort your schedule by tapping the drop-down menu at the top of the page and selecting "Cancelled Services Only".
STEP 5
It is an option in Pet Sitter Plus to show cancelled services in the Staff interface and in the Client portal. See Show Cancelled Services in the Staff / Client Schedules For for more details.
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For example, with "Show Cancelled Jobs in Staff / Client Schedules" set to 5 days, a job cancelled up to 5 days before the service start date will show (as a cancelled service) in the staff jobs list (desktop/laptop view) and in the client's schedule in the Client portal.