Now that you have set up your services, staff and learnt how to create an order, send a quote and create an invoice, it is time to learn how to invite your clients to use the client portal.
Inviting your client to the portal is OPTIONAL if you do not wish to offer the ability to book services online.
Pet Sitter Plus gives you the flexibility to take online bookings in two ways:
clients can submit "service requests" which are not yet confirmed or scheduled orders, but allow you to assign the work to the most appropriate staff member before you schedule the services and confirm to your client that their services are booked.
you can set the software up to schedule any "service requests" to an order immediately so that the services are automatically scheduled.
Once you have learnt how to invite your clients to login to the portal, you will learn how to make an online booking from a client's point of view. Then you will learn how to manage the online bookings (service requests) process.
You can read more about this in Service Requests.
Send an email to your clients that includes a link which they can click to set up a password to log in to their account.
Log in as a client, and see how they would make an online booking through the client portal.
Understand what to do when clients make online bookings – or Service Requests – and how to manage the service request workflow.