< Scheduling Functions by Client Order in Column View < Deleting Services

You may need to delete several services for one client. For instance, you may have made a scheduling error and need to remove the services from Pet Sitter Plus entirely.

 

To delete multiple services for one client, it is possible to drill into the service order from the Column View of the Schedule.

ON DESKTOP:

Navigate to Scheduler > Schedule > Column View
STEP 1

 

How Do I Delete Multiple Services for a Client from the Column View?

  • To show more detail on the Schedule and display a link to the client's Order, click the "+" sign twice for more Detail.

 

​Note: See Default Service Detail to change the default level of detail that you see on the Schedule.

  • Click the word "Order" from the service description on the Schedule.

 

Note: "Order" is a link to the client's service order that includes this visit on the Schedule.

schedv6-col-order-edit1.jpg
​STEP 2

  • In the service order, you can now delete any services you like for the selected client:

    • First select the services you want to delete by checking the boxes to the left​,

    • Then click the "Delete" button.

 

Note: in order to delete services in the past, you must Void them first.

  • Deleted services will be removed from the system entirely.

  • Click the "Back" button above the Service Order to return to the Schedule.

schedv6-col-order-del1.jpg

        ON MOBILE 

STEP 1

 

  • Tap the Navigator, and select Scheduler > Schedule > Column View

  

STEP 2

  • To show more detail on the schedule, tap the "+" sign next to "Detail": 

    • Tapping the "+" sign once will display any Staff Notes and Invoice Notes​.

    • Tapping the "+" sign again will display financial details as well as links to the service order and the Quote or Invoice.

  • To get to the client's service order, tap the "+" sign twice.

STEP 3

  • Tap the word "Order" to go to the client's service order.

STEP 4

  • To delete one or multiple services in the client's service order:

    • select the services by tapping on the appropriate check boxes​ to the left, or

    • tap the "All" check box if you need to select all services.

  • Tap the "Actions" button​.

STEP 5

  • Tap "Delete" from the drop-down list. The services you delete in the client's service order will be deleted everywhere in Pet Sitter Plus, including the Schedules and Reports.

  • Tap the "Back" button to return to the Schedule.

ABOUT US



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.



© 2020 all rights reserved

CONTACT US



sales@petsitter-plus.com

 

Toll Free  

USA & Canada      888-629-0871

 

Calling from

Within the UK         0845 834 0254

 

Outside the UK      +44 845 834 0254

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon
  • YouTube Social  Icon