The Master Schedule gives you several ways to adjust visits after they’ve been added or requested. Choose the tool that matches the change you need—whether it’s a quick sitter swap, a silent price update on fifty visits, or dragging stops into a smoother route.
Single-visit actions (green button bar or Actions menu)
Use an action when you want the portal to behave exactly as if the change happened in real time—triggering the usual sitter or client emails, updating payroll, and logging the event in the Activity Log.
Assign – moves the visit to the pet sitter and emails them immediately (Bulk Edit won't email).
Cancel – applies your cancellation rules and notifies the client.
Addon / Surcharge – adds or removes one specific fee while leaving all others in place.
Confirm, Note, Tag, Unavailable, Tip, Recalculate, Copy – each performs its dedicated task and sends the normal alerts (where applicable).
Quick Actions: You can pin any action to the green bar: click the small green “move-up” arrow next to the action inside Actions. Click the grey arrow to tuck it back into the menu.
Bulk Edit (multi-select › Bulk Edit)
Select several visits, choose Bulk Edit, and you’ll see a full form that can update almost every field—date, time block, sitter, status, price/pay, addons, surcharges, notes, pets, and more.
Silent by design: Bulk edits never email sitters or clients.
Surcharges and addons entered here replace whatever the visit already has. Use the individual Addon or Surcharge actions when you only want to add or remove a single fee.
Great for mass tweaks like shifting a multi-visit request's time block.
Quick buttons
Inside Bulk Edit you can save any single-field change (for example Status → Confirmed) as a quick button. As with quick actions, click the small green “move-up” arrow to pin these to the green bar for lightning-fast edits that still count as a bulk change.
Drag-and-drop reordering
Fine-tuning a sitter’s day is as simple as dragging visits into the order you want (calendar view, desktop only).
Any visit that isn’t Completed, Canceled, or In Progress can be dragged within the same day.
The portal adjusts the Time Block (and Specific Time, if you use Time Block + Specific Time) to fit the new sequence.
Drag-and-drop is purely visual—if you need sitter notifications or price updates, follow up with the appropriate action.
Choosing the right tool
Need the portal to email someone? – use the dedicated action.
Changing many fields at once? – Bulk Edit.
Tweaking one surcharge on a few visits? – Surcharge action, not Bulk Edit.
Want speed with no alerts? – create a quick button and pin it.
Adjusting a sitter’s route? – drag and drop.
Master these options and you’ll keep schedules accurate, prices correct, and inboxes uncluttered—all while spending less time clicking.