<       Repeat Services < Repeat Services Explained

 

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 record.

  • 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 occassionally (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.

  • You can run repeat services on an individual client basis, or in bulk for a week or month at a time, or whatever period you like.

  • NOTE: It is probably not a good idea to book repeat service orders into your schedule too far in advance. Clients are prone to change their minds as to what day they want walks on, and you will have to go into your schedule and manually remove them afterwards if you book too far in the future.

 

The benefits of using repeat services are:

  • Improved accuracy of repeat client orders when there are fewer scheduling errors.

  • Reduced chance of missing a repeat client off the schedule altogether.

  • Faster data entry and order creation.

 

Navigate to your Client and click on the Repeat Services tab

 

You can now view the list of active and inactive repeat services that have been set up for the client. You can now:

Repeat Service screen.jpg

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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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