Use these steps when Administrators or Managers create visits from Schedule › Master Schedule. For client-initiated requests see Client Service Requests.
1. Start a new visit
Open Master Schedule and click New Visit.
In the pop-up form choose the Type:
Regular Visit – normal, billable visit.
Training Visit – hidden from clients; $0 price; journals go to Management (details below).
2. Set the initial status
The Status you pick determines how the visit behaves until the sitter interacts with it.
Requested – lets clients edit/delete while still “pending.”
Unavailable – business cannot perform the visit.
Assigned – you assigned it to a sitter.
Accepted / Declined / Confirmed – sitter workflow (depends on your Pet Sitter Assignment Mode and Pet Sitter Confirmation Reminder settings at Business Settings › Pet Sitters & Journals).
In Progress – sitter tapped Arrived.
Canceled – won’t be performed (use the Cancel action to adjust price/pay).
Completed – sitter tapped Complete.
Clients only see five labels: Requested, Confirmed, In Progress, Canceled, Completed.
3. Choose service details
In Services & Time Blocks pick a Service and Time Block.
(Optional) assign a Pet Sitter and leave Notes to Pet Sitter.
Click Add Next Service/Time Block to enter more services for the same day(s).
If your portal uses Time Block + Specific Time (set in Business Settings › Time & Scheduling), a time field appears here.
4. Schedule dates and repeat pattern
Dates – choose the first and last days of service. Checkmark the Ongoing box to remove the End Date; visits will keep generating on the chosen pattern.
Repeat – pick how often visits recur:
Daily – every day until the End Date you set (if Ongoing, then there is no end date).
Weekly – select weekdays (Mon–Sun).
More Options →
Every Other Day
Every Other Week
Every #th Week
Monthly
Irregular – click any mix of specific dates on the calendar.
If you added multiple Service/Time Block rows and picked Weekly or Ongoing you can tick Skip On First Day or Skip On Last Day to leave the first/last date blank for that row.
5. Add notes & communication
Manager Notes – internal; copied to every generated visit.
Notes to Client – visible to the client on their schedule.
Daily Service Confirmation emails (see Communication Settings › Email Confirmations) automatically list newly confirmed visits each day.
6. Save
Click Save. The portal translates your choices into individual visits and adds them to the Master Schedule. Using the ▼ next to Save will allow you to perform an action on the visit(s) immediately after they are saved.
Training Visits (overview)
Hidden from clients everywhere (schedule, invoices, emails).
Journals and comments send only to Management.
Fixed at $0; cannot include surcharges or client tips.
Labeled Training on schedules; sitters can still receive pay.
Auto-marking first / last visits
When a client has two or more consecutive service days the portal places a checkered flag on:
the first visit (left edge)
the last visit (right edge)
Canceled or Unavailable visits are ignored. Flags appear on Master Schedule and the sitter’s My Schedule – Calendar view only (not visible to clients).