Scheduling

Adding Visits
New visits can be added to the system by client request (see Client Service Requests) and by management from the Scheduling > Master Schedule page. These...
Fri, Apr 10, 2020 at 9:59 AM
Assigning visits to sitters
New starting in July 2021: Some companies will be able to see "Closest Sitters", which lists the 10 closest sitters to a client's address, in ...
Mon, Jul 5, 2021 at 3:36 PM
Ongoing Visits
Ongoing visits are automatically generated by the system on a continuing basis and have no end date (until you set one). You will want to use ongoing visits...
Wed, Apr 15, 2020 at 9:22 AM
Canceling Visits
You can cancel multiple visits at the same time by using the checkboxes ()or one at a time by clicking the  on the calendar to open up the visit actions...
Fri, Apr 10, 2020 at 9:21 AM
Trip/Travel Information
Clients can add separate travel details on the My Schedule page, which are connected to all visits during the trip. When adding or requesting non-ongoing ...
Tue, Apr 14, 2020 at 3:52 PM
Blocking Clients from Requesting Visits
Block Specific Day Requests There may be instances where you want to completely prevent clients from making requests on a specific day. The system allows y...
Tue, Mar 24, 2020 at 11:28 AM
Service Packages
Setup and Scheduling If you provide prepaid blocks of services at one set rate then you may want to set them up as Service Packages. Alternatively, you cou...
Thu, Oct 25, 2018 at 10:38 PM
Visit Expected Lengths and Overbooking
For Overbooking conflicts to be calculated the system must be able to assign a length to each visit. This is done by going to the Petcare > Services &...
Tue, Feb 28, 2023 at 2:41 PM
Making changes and reordering visits
Editing Visits After visits have been added or requested, changes can be made to each individual visit. This can be done by clicking on the "Edit&quo...
Thu, Oct 25, 2018 at 3:31 PM
Recalculate
As a way to allow for bulk changes to visit prices and/or pay we have "Recalculate" functionality on the Master Schedule. If you've updated s...
Tue, Oct 30, 2018 at 12:36 AM