Navigation: Scheduler > Schedule

 

There are two main views of the scheduling information held in Pet Sitter Plus, the "Schedule List" view and the "Schedule Column" view.

 

Both of these views show the same scheduling information and offer the same functionality, just presented in different ways. Different businesses will prefer using either view depending on the type of services they offer and the way in which they prefer to work.

In Step 6-3 Schedule a Repeat Service you learnt how to create and schedule a repeat service. You will now learn how to view the scheduled services in the column and list views.


Step 1: How do I View Scheduled Services in the Column View?
 

Tammy has created a service order for Sammy's dog walks during July and she wants to view her admin schedule to see what work she has planned in for her staff for the week.

 

1. Click "Column View" from the navigator menu, then click into the date range you want to view "Mon 07/01/2019" to "Fri 07/05/2019" and click "Reload".

YOU WILL LEARN HOW TO:

 

  • View the Schedule

For Further Help:
 
Clients
Orders
 
For Further Help:
 
Scheduler
Column View
List View
 
tutorialv6-check-colservices1.jpg

When you view the Schedule for the first week of July, you can see the repeat jobs you scheduled for Sammy's walks on a Monday and a Thursday. 

2. Looking at the schedule in "Column View" shows you the scheduled services in columns, displayed in date order, plus in pre-defined time-related columns.

3. The "Detail" + or – options allow staff/admins to view more or less detail, dependant on their access privileges. This means the business owner can hide all financial detail from the schedule, and also hide staff notes if applicable.

tutorialv6-check-colservices2.jpg

Below is an explanation of a simple schedule entry. In "List View" it is presented slightly differently but the information contained is the same.

 

There are other options that will be seen when you start to use marking jobs as acknowledged and completed, when you add notes to a job, when you send clients a service report, and when you issue keys via Pet Sitter Plus. Once you have completed your training, you can read more about this in the Schedule.

tutorialv6-colservice-explained.jpg

Step 2: How do I View Scheduled Services in the Schedule?
 

Tammy has created a service order for Sammy's dog walks during July and she wants to view her admin schedule to see what work she has planned in for her staff for the week.

 

1. Click "List View" from the navigator menu, then click into the date range you want to view "Mon 07/01/2019" to "Fri 07/05/2019" and click "Reload".

tutorialv6-check-listservices1.jpg

When you view the Schedule for the first week of July, you can see the repeat jobs you scheduled for Sammy's walks on a Monday and a Thursday. 

2. Looking at the schedule in "List View" shows you the scheduled services in a list displayed in date order, and then in pre-defined time-related order.

3. The "Detail" + or – options allow staff/admins to view more or less detail, dependant on their access privileges. This means the business owner can hide all financial detail from the schedule, and also hide staff notes if applicable.

tutorialv6-check-listservices2.jpg

When you are ready to learn more, you can discover more functionality available in the Schedule, for example, you can check multiple items in the Schedule to make multiple changes to services.

Congratulations! You have completed this stage.

 

To move forward to the next step, click the link below and then choose the next step:

 

< Step 7: Check the Schedule < 7-1 View scheduled repeat services

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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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