Setting Client Request Limits

Time To Pet allows you to configure cut-off times so that service requests, change requests, and cancellation requests made through the Client Portal with too little notice are not allowed. If a client attempts to make a request with too little notice, they will be presented with a message (that is customizable) with instructions on how to proceed. 

Client Service Request Limits

1. Login to your Dashboard.
2. Using the sidebar navigation, select “Settings”.
3. Click on the link labeled “Client Settings”.

4. Navigate to the "Portal Settings" section.

   

Options for setting limits include: 

No Limits: Clients can request services for any time so long as it is not in the past.

No Requests for Same Day After: Same-day requests are allowed, but only if made before the specified time.

No Requests for Tomorrow After: Same-day requests are not allowed, and requests for the next day must be made before the specified time the day before.

No Requests Earlier Than: Requests must be made at least the specified number of hours in advance.

Change And Cancellation Request Limits

Note: In order to set Change and Cancellation Request Limits, you will need to update your Change/Cancellation Request Type in Portal Settings to "Client Makes Request Against Specific Visits".

1. Login to your Dashboard.
2. Using the sidebar navigation, select “Settings”.
3. Click on the link labeled “Client Settings”.
4. Navigate to the "Portal Settings" section.

Options for setting limits include: 

No Limits: Clients can request services for any time so long as it is not in the past.

No Requests for Same Day After: Same-day requests are allowed, but only if made before the specified time.

No Requests for Tomorrow After: Same-day requests are not allowed, and requests for the next day must be made before the specified time the day before.

No Requests Earlier Than: Requests must be made at least the specified number of hours in advance.

Customizing Request Limit Messaging

You can also customize the messaging that appears when clients do not meet the cut-off requirements for requests in the Portal. 

Client Service Request Cut-Off

If a service request is not allowed due to your cut-off times, a message will be displayed to your client with further instructions. This message is customizable.

1. Login to your Dashboard.
2. Using the sidebar navigation, select “Settings”.
3. Select the “Messaging” tab in Company Settings.
4. Select the message titled “Portal & App - Service Request Cut-Off”.

5. Edit the text and click “Save Changes” when done.

   

The client will see this message containing the rule for when clients can make requests in the Portal:

Cancel Request Cut-Off

1. Login to your Dashboard.
2. Using the sidebar navigation, select “Settings”.
3. Select the “Language” tab.
4. Select the message titled “Portal & App - Cancel Request Cut-Off”.

5. Edit the text and click “Save Changes” when done.

   

The client will see this message:

Change Request Cut-Off

1. Login to your Dashboard.
2. Using the sidebar navigation, select “Settings”.
3. Select the “Language” tab.
4. Select the message titled "Portal & App - Change Request Cut-Off”.

5. Edit the text and click “Save Changes” when done.

   

   The client will see this message: