In Time To Pet, a service is any activity that you provide for your customers. An example would be “Dog Sitting – 30 Minutes” or “Dog Walking – 45 Minutes”. All scheduled appointments/events are linked to one or more services.
After creating a new service (or editing an existing service), you will see three tabs. These include "Setup", "Auto Fees" and "Frequency Discounts". The Setup tab is where you can configure all of the general settings about the service (like the name and the default cost). The Auto Fees tab is where you can enable certain fees that can be automatically applied to the service (like After Hours or Weekend fees). Frequency Discounts is where you can create custom rules to provide discounts when this type is service is scheduled multiple times each day, week, or month.
Let's get started in the Setup tab. A service consists of the following configurable items:
Service Name: The name of the service. Best kept short and descriptive i.e. Cat Sitting – 30 Minutes.
Default Duration: How long the service lasts by default. You can override this on an event by event basis.
Selectable by Client?: Whether or not the client/customer can request this service from their portal.
GPS Route Tracking: Only available when GPS is enabled on the Mobile Settings page. GPS Route Tracking will track your staff member's coordinates for the duration of the event. This might make sense for a 15 minute walk but probably does not make sense for an Overnight Pet Sit. If disabled, GPS coordinates will only be collected at the start and end of the service.
Late Reminder: You can create a Late Reminder notification for this event. If the scheduled service has not been started or marked as completed by the sitter within the provided time, we will notify the sitter and all admins/office managers that the event is late. Only applies if set as primary service.
Description: More details about the service. This is visible to the customer.
Private Note: A private note not visible to the customer.
Next up is the Rates section. Each service also includes:
Cost: How much this service costs the customer.
Taxable: Whether or not this service is taxable.
Default Staff Rate: How much the staff member who performs this service is paid. Can be a percentage or flat rate. This is the default rate. You can define a custom rate on a staff by staff member basis.
Extra Pet Rates: Time To Pet can automatically add extra pet rates to your client's invoice. When enabled and multiple pets are selected, the Extra Pet Rates will come into effect. Extra Pet + applies to the extra pet plus all additional extra pets (if set to $2, each additional pet will be billed for $2). Extra Pet (without the "+" sign) applies to only one additional pet. For a scenario where you would like the first extra (second total pet) pet to be free, the second extra pet (third total pet) to cost $5 and all additional pets after to be free, arrange your Extra Pet Rules like follows:
Staff Extra Pet Rate: How much you will pay your staff for each additional pet.
Next up is the Auto Fees tab:
Time To Pet currently supports two specific types of Auto Fees that can be applied to each service. For detailed information related to each fee, please review the Automatic After Hours Fee and the Automatic Weekend Fees help articles.
The Frequency Discounts section:
Frequency Discounts allow you to offer special pricing when clients book the same type of service multiple times. For a complete breakdown of this feature, check out the Frequency Based Discounts help article.
Accessing Services Page
- Login to your dashboard.
- Using the sidebar navigation, click on Services, then select “Services & Holidays”.
Creating a New Service
- Click the button labeled “New Service”.
- A new form will be displayed.
- Fill out the service's details.
- Click the button labeled “Save Changes”.
- You will be taken back to the list of services. Your new service will be added to the end of the list. You can change the order that services appear in. See: Re-Ordering Services.
Updating an Existing Service
Updating an existing service is even easier than creating a new one. Navigate to the services page and find the relevant service in the list. Click the “Edit” button for that item. The same form used for creating a service will be used but your existing service's details will automatically be populated for you. Make sure to click the “Save Changes” button to persist your changes.
Disabling an Existing Service
It's possible to disable a service to remove that service from your Services List and move it to your Disabled Services list. To disable a service, navigate to your Services List, and locate the service you would like to disable. On this same screen, click the drop-down arrow to the right of the "Edit" button. There, the option to "Disable" the service will appear. Similarly, if you need to re-enable a service, you can scroll down on the Services List to the Disabled Services section and select the drop-down menu again, this time selecting "Enable".
The display order of services can easily be modified. The display order determines what order the services are shown to both staff members and customers in their portal.
To Re-Order your services navigate to the services page and click the button labeled “Re-Order Services”. A new screen will appear with all of your services listed like before, only now there will be an up and down arrow next to each service.
Click the up arrow next to a row to move it one row up. Click the down arrow to move it one down. The order is automatically saved; there is no save button to press. When you are finished, click the “Back” button to return to the original list.