There may be times when you need to cancel a service that was scheduled. Perhaps the client came home early from vacation so they no longer need a pet sitting service. Or maybe they stayed home sick so they do not need their daily dog walk.

 

Services that are cancelled:

  • will remain in your service order "greyed out" so that it is easy to distinguish them from "un-canceled" services.

  • are removed from the administrator and staff schedules so that the work does not get carried out.

  • remain on client quotes and invoices so that the client (and you) have a full record of all transactions on the account.

  • remain on staff compensation reports but are shown with zero compensation. It is possible to manually re-instate the compensation payment if required (see Edit a Single Service).

 

NOTE: Canceled services can be re-instated if they were canceled in error (see below how to do this).

 

How do I Cancel a Service in a Service Order?

            ON DESKTOP:

Navigate to Clients > Orders & Invoices

STEP 1​​​

  • Select the service(s) to be cancelled by checking the boxes on the left of the service order.

  • Click "Cancel".

STEP 2

  • Cancelled services now appear "greyed out" and the description is now pre-fixed with the word "Cancelled". The services are also marked "CANCELLED" on the right side of the service order.

  • Note that the charge and compensation have been zeroed-out because the service will not take place.

    • To "add back" a client charge or compensation for the pet sitter (in the event of, say, a late cancellation that will be chargeable to the client), then simply check the box next to the cancelled service, and click "Edit..." to add back the charge and/or compensation.

Can I Reinstate a previously Canceled Service?

 

Yes. To reinstate one or more services, follow the same procedure that you used to cancel the service in the first place.

 

Reinstated services are:

  • returned to the administrator and staff schedules,

  • no longer appeared "greyed out" in the service order,

  • will no longer be marked cancelled on client quotes and invoices,

  • will be paid in full on staff commission reports.

 

How do I Reinstate a Canceled Service?

 

  • Check the boxes of the services that were canceled in error and need to be reinstated.

  • Click "Cancel" again.

 

The services will revert back into the schedule and the price and any compensation due will be reinstated as well.

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 "Orders & Invoices".

STEP 3

  • Tap on the order label to open the service order where the services are that you want to cancel.

  • Select the services you want to cancel by tapping on the box to the left of the service(s).

    • If you need to cancel all services in the service order, there is an "All" checkbox above the services.​ Check "All" to select all services. 

  • Once the services are selected, tap the "Actions" drop-down button.​

  • Tap "Cancel".

STEP 4

  • Your cancelled services will remain in the service order so that you have a record of the services you cancelled.

  • Each service will be marked "CANCELLED", will be "greyed-out", and the financial data (client charge, staff compensation) will be zero.

  • Cancelled services are removed from the Admin, Staff, and Client schedules. ​

STEP 5

  • It is possible to "un-cancel" services that you have cancelled. Perhaps your clients changed their mind about cancelling service, or maybe the services were cancelled by mistake.

  • To un-cancel service, select the cancelled services in the order, tap the "Actions" drop-down, then tap "Cancel".

  • The cancelled services will then be reinstated in the service order and on the schedules.

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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CONTACT US



sales@petsitterplus.com

 

Toll Free  

USA & Canada      888-629-0871

 

Calling from

Within the UK         0845 834 0254

 

Outside the UK      +44 845 834 0254

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