Navigation: Scheduler > Schedule

 

While you are viewing the schedule, you can select a service to make changes to it from here – it is not necessary to navigate back to the service order to make the change.

 

In this section, you will learn how to edit a service from the Schedule - we are using "Column View".

 

Step 1: How do I Edit a Service in the Schedule?
 

Tammy has created a service order for Sammy's dog walks during July and when she views her admin schedule to see what work she has planned in for her staff for the week, she realises that the walk on July 1 needs to be changed from the morning to the afternoon.

 

From the Schedule, click into the date range you want to view "Mon 07/01/2019" to "Fri 07/05/2019" and click "Reload".

 

1. Check the box to select the service for "Sammy" on 07/01 that you want to edit.

2. Click "Edit..."

YOU WILL LEARN HOW TO:

 

  • Edit a Service in the Schedule

For Further Help:
 
Clients
Orders
 
For Further Help:
 
Scheduler
Column View
List View
 
tutorialv6-edit-service1.jpg

3. From the dropdown by "Time Block" choose the new time for the dog walk "2:00pm-4:00pm" and click "Update" to save.

tutorialv6-edit-service2.jpg

3. You can now see that your edited service has moved to the "Afternoon" column of the Schedule.

tutorialv6-edit-service3.jpg

To ensure your Schedule is displaying in Column View the way you want it to, there are some settings you need to check are correct. We will learn about setting the correct schedule options in Step 7-4 Check Schedule Options.

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 < 7-2 Edit a service in the schedule

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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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