Configuring The Homepage

When you log into Time To Pet, the homepage will show your daily calendar and a list of visits that have started but haven't been marked as completed. You can customize the layout and content of the widgets displayed on this page, though only administrators can make these changes. Up to four widgets can be enabled at any given time.

Configuring The Homepage

Click the Configure Homepage button on the top left of the Homepage:

The first step is to select a layout. This will determine how many and in what configuration the reports are displayed on your homepage. To continue, select a layout from the available options:

To add a widget to a particular box, click the Configure Widget button, select your desired widget from the drop-down list, and click the "Save" button next to that widget.

You can change an already selected widget by clicking the Edit link in the respective box. 

To finalize your changes, make sure to click the Save Changes button at the bottom right of the page.

List of Available Widgets

Clients

• Pending Requests: A list of all pending schedule requests with a quick link to process each one.
• Upcoming Pet Birthdays: A list of all pending pet birthdays for your clients.
• Vaccinations Due Soon: A list of all pets with vaccinations that are due soon or past due.

Invoicing

• Past Due Invoices: A list of all invoices currently past due. It includes a quick tool to email the invoice to your client.

Revenue

• Current Week Revenue: A chart of your current week's revenue.
• Current Month Revenue: A chart of your current month's revenue.
• Current Quarter Revenue: A chart of this and your past 2 months of revenue.
• Current Year Revenue: A chart of your current year's revenue.
• Past/Present/Future Revenue: Chart of last month, this month, and next month's revenue.

Visits

• Daily Calendar: The default widget. A calendar of just today's visits.
• Daily Timeline: This widget allows you to view all of your events for a single day in a horizontal view with the staff members on the y-axis and the timeline on the x-axis.
• Overdue Events List: The other default widget. A list of all visits that were scheduled to start in the last 4 days but have not yet been completed.
• Weekly Visit Report: A chart of your daily visit count for the current week.
• Monthly Visit Report: A chart of your daily visit count for the current month.
• Upcoming First Visits: A list of all first visits for your clients. Includes a quick tool to email a confirmation of the visit to your client and a report of whether or not the assigned sitter is in possession of a key for the client.
• Current & Future Last Visits: A list of all last visits for the past 24 hours and in the next few days.

Tasks

• Upcoming Tasks: A list of all open tasks.