There may be times when you want to sort the client's schedule by the first service only, i.e. the first service in the service order. For example, a client may have three upcoming vacation reservations. Before each vacation you want to contact the client to confirm services.  

I only want to view services from a client's order(s) on the first day they appear in the Client's Schedule. How do I do this?

ON DESKTOP:

Navigate to Clients > Schedule

STEP 1

  • Click the drop-down that defaults to "Scheduled & Completed Services".

  • Select the option for "First Service Only".

  • Select the date range, eg. "This Month" if needed.

STEP 2

 

  • The services that are now displayed on the client's Schedule include only the First service(s) in the client's service order(s).

  • In this example, the client has one service order for services in February. The first service in that order is February 24. So only the first service in the order (Feb 24) is displayed on the schedule. 

What do the columns mean on the Client's Schedule?

 

 

 

       ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

​​

  • Navigate to your client's account from the Clients search page.

  • In the left-side navigation pane, tap "Schedule". 

STEP 3

  • Tap the drop-down menu for "Scheduled & Completed Services".

  • Select "First Service Only".

  • Tap "Done".

STEP 4

  • The Schedule now displays only the first services in service order(s) for that client.

    • This allows you to contact the client about their services about to start.

  • Click the "+" or "-" sign to see more or less detail on the Schedule.

  • Use the other drop-down menus to sort the Schedule further, as needed.

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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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