< Viewing the Schedule < Show and Hide Details in List View

There may be times when you need your admin Schedule to be as clean and simple as possible, and other times when you need to see more detail.

Pet Sitter Plus gives you the option to Show or Hide Details on the Schedule. This will allow you to view:

  • basic information about your visits (such as the time, service, staff)

  • more detailed information (such as staff notes)

  • and even more details (such as client charges, staff compensation, invoice notes, a link to the service order/invoice, and revenue for the given time period)

 

This makes it easy to make administrative changes to services directly from your Schedule, or view important financial information quickly. 

See Default Service Detail to learn more about defaulting the service details on the Schedule. You can choose to always show or hide details, show staff notes, and display client name, pet name, or both.

ON DESKTOP:

Navigate to Scheduler > Schedule > List View
STEP 1

 

How do I Show and Hide Detail on the Schedule?

 

  • ​The default List View of the Schedule includes basic service details:

    • time/time block for the service​

    • service short description

    • staff

    • client and/or pet name

    • service status indicators (acknowledged / completed / service report / key).

  • The "Detail" indicator allows you to show more detail by clicking the "+" sign. 

schedv6-list-less-detail1.jpg

STEP 2

  • To display more details on the Schedule, i.e. any Staff Notes, click the "+" sign next to "Detail" in the upper right corner of the Schedule.

    • Note that you can toggle between more-detail and less-detail by clicking the "+" and "-" signs.

NOTE: you may have imposed restrictions with staff access privileges on what detail a staff member can see.

schedv6-list-med-detail1.jpg

STEP 3

  • To display even more details, click the "+" sign for "Detail" (a second time) in the upper right corner of the Schedule.

  • The most detail will include financial data:

    • client charge

    • staff compensation

    • revenue for the day, and revenue for the time period displayed on the Schedule (Week, Month, etc)

    • invoice notes

    • links to the client's service order and quote/invoice, in addition to the other details already shown above.

NOTE: you may have imposed restrictions with staff access privileges on what detail a staff member can see.

schedv6-list-more-detail1.jpg

See Default Service Detail to learn more about defaulting the service details on the Schedule. You can choose your default view for different staff types to always show or hide details, show staff notes, and display client name, pet name, or both.

         ON MOBILE

 

 

STEP 1

​​

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

schedv6-mob-list-view1.jpg

STEP 2

​​

  • The default List View will display basic details about the service, such as:

    • the time or time block

    • the short service description

    • the staff name and client name

    • and the service indicators (Acknowledge/Completed markers, Service Report marker, and Key icon)

Note: the client name and/or pet name will appear truncated in this view in order to see more entries on the screen at once.

schedv6-mob-list-less-detail1.jpg

STEP 3

​​

  • Tap the "+" sign next to "Detail" to reveal:

    • Staff Notes​

    • The client name and/or pet name is no longer truncated and is displayed in full.

  • Tap the "-" sign to return to the previous level of detail.

schedv6-mob-list-med-detail1.jpg

STEP 4

​​

  • Tap the "+" sign next to "Detail" a second time to reveal more service details on the schedule, such as:

    • Invoice Notes

    • Client charges

    • Staff compensation

    • Links to the quote and service order

    • Revenue figures for the day and for the time period set on the schedule.

  • Click the "-" sign to return to the previous level of detail.

schedv6-mob-list-more-detail1.jpg

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.



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CONTACT US



sales@petsitter-plus.com

 

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