Navigate to Clients > Orders & Invoices
Once your service order is set up and you have scheduled services in it, there will be occasions when you need to make changes or edit the order, such as:
Whether the service is acknowledged or not
The date of a service
The type of service (i.e. change a Dog Walk to a Home Pet Visit)
The time of a service
The timeframe or time block in which the service should be carried out
Choose whether to show the time in the schedule by selecting "Yes" or "No" in the "Show Time" field
The staff member assigned to the service
The price (unit charge) you are charging your client
The compensation rate you will be paying your sitter
The schedule ref override
The notes that the client will see (Invoice Notes)
The notes that you and your staff will see (Staff Notes)
You may also need to edit the order more fundamentally, such as to cancel, void or delete a service(s) or to move services from one order to another, and include additional services that weren't on the original request.
Scheduling workflow can be greatly benefited by including repeat services in your order processing.
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How to make changes to a single service on a service order.
How to edit multiple services on a service order and which options are available using this function.
You will be able to cancel services that have been scheduled but have yet to take place.
Learn how the "Void" function is used on historic services.
An explanation of the processes used for deleting services that are either yet to take place, or are historic.
When the details of a service change – such as if the sitter previously scheduled is no longer available – you can convert the scheduled service back into a Service Request while you try to find an alternative available sitter.
You may wish to re-organize your client's services into separate orders, for example, to have one order for walking and another for home visits, or if you have services that go over several weeks and you wish to invoice bi-weekly. In this situation, you can move those services from one order into a new or an existing order.
How to add a new service into a new or existing service order.
Use this function when your client orders the same service on regular days of the week. For example, when a client orders a lunchtime dog walk on a Tuesday and Thursday on a perpetual ongoing basis.
If you want to retrospectively change the value of services scheduled in a service order as a result of changes to the list prices of your services, then you can use this function for that purpose.