Navigation CLIENTS > REPEAT SERVICES
If you have a client who requires a regular service on an ongoing basis - such as a dog walk each weekday or on Tuesdays and Thursdays - then you can set up a Repeat Service and schedule these services for the coming week, month or whatever date range you choose at the push of a button for each client.
Alternatively, if you have a number of clients who have Repeat Services, all of these services can be scheduled simultaneously by running repeat services for all clients. See Diary & Scheduling < How to Run Repeat Services for more details on how to run Repeat Services for all clients.
How do I Add a New Repeat Service to a Client's Record?
1. Click "Add New Service" from the sub menu on the left.
2. Enter the details for the repeat service as follows below:
Type in a brief description for the service eg: "Mon-Fri AM" or "Tue,Thurs" – try to keep the description as short as possible as there is limited space on the repeat services report. There is no need to include a description of the service, eg: 30 Minute Dog Walk, as the system will display this for you on the reports. Enter the details for the repeat service as follows below:
Select the service item, eg: Group Walk 1 Dog, from the dropdown list.
The primary or most regular sitter who carries out the service.
Uncheck the box for the days the service is NOT required.
Date of Month
If the service is only required one day a month, select the date of the month from the dropdown list.
Select the time the service is required to be carried out.
The timeframe defines the window of time within which the job should be started, as an offset from the Time the job is scheduled for. So if, for example, you want a job to be started no earlier than 15 minutes before the Time of the job and no later than 15 minutes after the Time of the job, then you would set the timeframe to 15 minutes. The timeframe is specified in hours and minutes or it may be set to "None".
The way that service items are set up can affect whether this appears as a "Timeframe" or "Time Block". Therefore dependent upon which service item you have chosen, this may appear under either name.
See Advanced Service Attributes < Service Item Timeframe for more help on timeframes or Service Item Time Type < Service Item Time Blocks for more help on Time Blocks.
If you do set a timeframe for a job AND you set "Show Time" (see below) to "Yes", then the timeframe will be displayed in the staff member's job list and diary in Pet Sitter Plus, and also on the job list in PSP Mobile.
Time Block "edit" allows you to enter a custom time-block for the service(s) being scheduled (a time block that is not in the drop-down list of preset time blocks). For example, a client may request a dog walk from 11:00am-12:00pm, but your preset time blocks include 11:00am-1:00pm. To change the time block for only these services being scheduled, click "edit" next to the Time Block drop-down, and enter the custom time block. Then click "done".
In the world of pet sitting it is often not necessary to display a specific time for a job. For example, if you are walking 4 dogs together over lunchtime, it doesn't usually matter if you start at 12:00 midday or 1:00pm as long as the dogs are walked over the lunchtime slot. It is important however that the dogs are grouped by diary period so that when looking at the diary it is easy to see the jobs that can be done together and therefore it is easier to plan the working day.
There are, however, clients who require their services to be carried out at a specific time. For example people who request a cat visit at exactly 5pm. For these clients it is a requirement to show the time against the service in the diary.
The "Show Time" option has a default setting for your system (called "Show Time Default"), which you can change in ADMIN > SETTINGS > Diary Settings. Please see Settings < Diary Settings for more information on how to do this.
The show time box on the repeat services screen will initially display whatever your system default is set to, so if the "Show Time Default" on your system is set to "Yes", then the show time field for the repeat services will be displayed as "Yes". You can change this if you do not want to show job times for this particular repeat service.
When "No" is selected, the system will not show the service time in the diary. Instead the time will only be used to govern the diary period (diary column) in which the service is displayed.
When "Yes" is selected, the service time will also show against your service in the diary and the time will continue to govern the diary period (diary column) in which the service is displayed.
Diary Ref Override
Any text entered in this box will appear in the diary in place of the "Diary Ref" for the client. So, for example, if your client has two dogs and their diary ref is "Poppy and Penny" but your repeat service is for Puppy Training for Penny only; then you could enter "Penny" in the diary ref override box.
3. Click "Create".