If a client requires a service (such as a dog walk) on a regular repeating basis (ex: Monday through Friday) then this requirement can be recorded as a repeat service for each client.
Repeat services are created for clients who have regular repeating services requirements that are predictable.
It is not necessary to create repeating services for clients who book occasionally (for example vacation clients).
To make the scheduling of repeating services more automated, repeat services can be "run" between date ranges that represent your desired billing cycle (example monthly, weekly, bi-weekly).
Running repeat services for one or more clients at the same time not only creates the schedule very quickly but also creates a service order for the required billing period for each client. This service order ultimately becomes the invoice.
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See how to view the clients' repeat services report for various dates and payment types, and how to schedule these repeat services into the Schedule.
How to view the repeat services report by any date range, eg. a week, month or particular time period.
How to view the repeat services report for any group of clients by payment type and for any date range.
It is sometimes necessary to run extra checks to ensure that repeat services for inactive clients are not scheduled.
It is sometimes necessary to run extra checks to ensure that inactive repeat services have not been scheduled.