Editing Single Events
After an event is scheduled, it is common for the details of an event to be edited or updated before the service takes place. Time To Pet offers bulk methods for editing or updating events using
Bulk Edit and
Bulk Update. However, we also support editing a single event in a service order. In this article, we will cover the methods for editing individual events.
IN THIS ARTICLE
Editing Events From The Scheduler
To edit an event from your calendar, navigate to the
Scheduler and click the event you would like to edit. A smaller window will appear with the options for "Cancel Event", "Delete Event", or "Edit Event".
After clicking "Edit Event", the service order for the event will be shown near the top of the page, and details for the event will be shown below.
Note: If other events in the service order need to be updated, click "Edit" to the right of the event to load their details below the service order.
The fields you can edit include the following:
When - When the service is scheduled for
Service - The service type(s) for the event
Staff/User - The staff/user assigned to the event
Pets - The pets that will be a part of the event
Extras - Where Extra Pet, Holiday, After Hours, and Weekend Fees can be configured
Status - Where an event can be marked as Scheduled, Completed, or Cancelled
Client Time Display - The time shown to the client
*This field is only available when exact times are hidden through the
Schedule Block Settings
Notes - The notes that will display when viewing an event in the portal or mobile app
Note: Need to edit events in bulk? Check out our
Bulk Edit and
Bulk Update help articles for more information!
Editing Events Using Drag and Drop
Our scheduling tool allows dragging and dropping events directly on the calendar. This functionality is also supported in
Timeline View.
When viewing the Scheduler, click and hold on to an event. Move the event up or down to adjust the time for the event.
To resize an event, click the bottom half of an event and drag it up or down to adjust.
Note: Worried about moving or resizing events by mistake? You can enable a warning through your
Scheduler Settings.
Editing Events From Daily Summary
Time To Pet also supports editing events through the
Daily Summary. In this section, you are able to reassign events or adjust the time for an event. To edit these details, click the pencil icon with the item you would like to edit.
After making an edit, save your changes by clicking the disk icon.
Note: Events can also be reassigned through Geo Schedule. Check out our help article for more information:
Geo Schedule & Map Staff Schedule.