<      Repeat Services < Show the Inactive Clients' Repeat Services Report

 

On the Repeat Services report, there are two options that allow you to see inactive repeat services - either the client is inactive, or the repeat service on the client's account is inactive.

"Show Inactive Clients" will list all of the inactive clients who have a repeat service on their account. 

"Show Inactive Services" will list all of the clients who have an inactive repeat service on their account.

It is useful to see inactive clients with repeat services to ensure that these services have been removed from the schedule when the client becomes inactive, eg. they may have moved or the pet may have passed away, or inactive repeat services (on active client accounts) in the event you need to re-assign these repeat services to another pet sitter, or check with the client that they have the correct services booked.

 

For example, if a pet sitter resigns, you will want to re-assign all clients and repeat services to another sitter - even if they are inactive. On the Staff Maintenance page, you can see the number of clients and the number of repeat services that are assigned to the pet sitter (including inactive clients/services), and you can re-assign them all to another sitter on this page. But the Staff Maintenance page will not display the specific client names. 

 

Note: To read more about Staff Maintenance after a pet sitter resigns, see What Action should I take when Staff leave or are no longer available?

ON DESKTOP:

Navigate to Scheduler > Schedule > Repeat Services
STEP 1

 

How do I view the Inactive Clients' Repeat Services report?

  • Select a "to" and "from" date range.

    • You can choose any date range, eg. a day , a week, a month etc.

  • Click the "Show Inactive Clients" button.​

  • The report will automatically display any repeat services for that date range for clients that have been made inactive.

You can then make further checks to ensure these services have not been scheduled for those clients.

schedv6-repeat-inac-clients1.jpg

        ON MOBILE

 

STEP 1

​​

  • Tap the Navigator, and select Scheduler > Schedule > Repeat Services

schedv6-mob-list-view1.jpg

STEP 2

How do I view the Inactive Clients' Repeat Services report?

  • Select a "to" and "from" date range.

    • You can choose any date range, eg. a day , a week, a month etc.

  • Tap the "Show Inactive Clients" button.​

  • The report will automatically display any repeat services for that date range for clients that have been made inactive.

You can then make further checks to ensure these services have not been scheduled for those clients.

schedv6-mob-repeat-inact-client2.jpg

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.



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