The Time To Pet App is tailored to simplify key tasks between visits, including event completion, client communication, and GPS tracking. That said, the App does not include administrative tools like scheduling or invoicing.

However, we've got you covered even when you're on the move. The Time To Pet website is fully responsive and functional on mobile devices. This means you can effortlessly manage your tasks as an admin without the need to carry your laptop around. Simply visit www.TimeToPet.com/Dashboard on your phone's web browser to log in and access all the features.

In this guide, we'll show you how to add the Time To Pet website to your phone's home screen for easy access while you're out and about. Additionally, we'll provide a walkthrough of using the mobile version of our site, highlighting differences in functionality on smaller screens.

If you're looking for a full overview of all screens available in Time To Pet, check out our help doc on Navigating Time To Pet.

For the purpose of this guide, we'll use videos and images from an Apple iPhone. However, these actions function very similarly whether you are using Android or iOS, with only slight differences in the "look" of the operating system.

We highly recommend "bookmarking" the website version of Time To Pet on your phone's home screen. Saving timetopet.com/dashboard to your home screen allows you to open the website with just a tap.

For detailed instructions for your specific device and browser, please use the following links:

When you first log in (or each time you tap the bookmark from your home screen), you'll be brought to the Home page. This screen lists the current day's company schedule by default, but you can use the dropdown menu to filter just your personal schedule. You can click the "Map" button to quickly open the client's address on your phone's navigation app, as well as mark events complete. You can also clock in, clock out, and track mileage from the bottom of the screen if these features are enabled for your company and personal staff profile.

To access the navigation menu, click the "hamburger" button in the top left corner:

You'll find the same menu options as on the desktop website, along with "Help" and "My Account" buttons (accessible on the desktop version by clicking your profile photo in the top right corner).

Tap the expansion arrow to see more options within each menu item:

In order to fit the Time To Pet website on a much smaller phone screen while making sure everything is easy to read and navigate, some rows of data have been "split" and require you to click the green plus sign to expand the row and view the rest of the information.

For example, here is an example of how the Client List looks on a larger screen. The Name, Phone, Email, Pets, and Address columns are all visible at a glance.

On much smaller phone screens, it would be impossible to fit all of these columns while remaining clear and readable, so they are moved to a new line that is minimized by default. In this example, only the Name, Phone, and Email columns are visible, but we can click the green plus sign to expand the row and view the Pets and Address columns:

Some screens may have the green plus sign on the left side of the screen instead of the right:

To display more columns on your screen without the need to expand individual data rows, simply rotate your device for a horizontal view:

For Admins or Office Managers with the correct permissions, when viewing a client's profile from the Time To Pet App, Quick Actions options direct to the applicable Dashboard location in a mobile browser to complete the action. From the client profile, click "Charge Client" to be taken to the Charge Client screen (if payment processing is enabled for your company), or select "Schedule Services" to be taken to a new service order. Select "Dashboard" to navigate directly to that client's profile in the mobile browser Dashboard.

Client information can be managed through the mobile app as well. This includes adding a client, filtering the client list, and editing client or pet profiles.

To add a new client, navigate to the Clients section and click the "plus sign" button in the upper right-hand corner. This will direct you to a form where you can add information about the client. Once you've entered details about the client, tap "Add New Client" at the bottom of the page. If "Yes, Send Welcome Email" is checked, this will also deliver a Welcome Email to the client.

You are also able to filter your client list from within the app. To do this, tap the three horizontal bars in the upper right corner. You'll have the option to filter your list by the flags added to the client accounts or their "Active"/"Inactive" status.

To edit a client's information, navigate to their profile. To edit their details, tap "Edit Profile" near the top of the page. This will take you to a page where you can update information for the client. To add a pet for a client, click the "+" symbol in the box where the pets are listed. You'll then be brought to a form where you can enter information about the pet and save it to the profile. To edit existing pet pet profiles, navigate to the pet profiles by tapping on their icons in the "Client Details" page or in the Pets section of the app.

You can schedule an event from one of two places in the Time To Pet Mobile App. One is from a client's profile, and the other is from the Schedule section of the Mobile App, which displays any events assigned directly to you and includes the Company tab, where you can view and edit all of your team's scheduled events.

To schedule an event from a client's profile, click on the Clients tab, which can be found along the bottom of the Mobile App screen, and then select the client you want to schedule services for from the list. From the client's profile, ensure that you're on the Details tab, and then tap the Schedule button at the top of the screen:

To schedule an event from the Schedule section of the Mobile App, you must first navigate there, which you can do by selecting the Schedule tab at the bottom of the screen, opening up your app, or selecting Home from the left-hand sidebar that can be opened using the three bars in the upper left corner of the screen. Once there, click the plus symbol at the top of the screen to the left of the bell icon:

From here, the Schedule Event will open, and you can choose whether you would like to add the event to a new or an existing invoice (including package invoices), select the pets the service is for, determine the event's service and its duration, choose the date and time it should take place, assign a staff member, and add any necessary event notes:

If you are an Administrator or Office Manager in Time To Pet, you can now view all of the scheduled events for your company without leaving your Time To Pet Mobile App.

To access the company calendar, navigate to the Schedule section of your Mobile App. At the top of the screen, you will now see two tabs: My Schedule and Company. The My Schedule tab will display all of the events you're assigned to for the day, while the Company tab will show your entire team's schedule for the selected date:

Events are listed by start time, but can be filtered by staff, client, or service by tapping the filter icon. Staff members with the correct scheduling permissions can also edit, cancel, or reschedule events within the App:

Client invoices can be viewed from the Details section of their profile. To access them, tap the Invoice button near the top of the profile:

The following page will list all Open invoices the client has. You can also adjust the view for Open or Paid invoices using the buttons near the top of the page:

If you need to review or edit an invoice, tap Manage Invoice. You will then be brought to a view of the invoice's details, where you'll be able to edit various items by tapping the pencil icon or directly on the field you'd like to update. From this page, you'll be able to edit the following:

To process a client's payment or add a payment method for them (if your company accepts credit card or ACH payments through Time To Pet Payments powered by Stripe), select the Checkout button under an invoice:

The following page will present a slightly simplified view of the invoice, listing the client's name and their pets near the top, with the invoice charges below. You will also have the option to edit service line items or add custom line items:

Below the summary of charges, there will be a section for adding or adjusting the tip:

If a client already has a payment method on file for their account, you'll be given the option to charge this method, or you can add a credit card to their account:

When you're ready to process payment, tap the Pay $XX.X at the bottom of the screen.

No, Managers and Staff/Users will only see the flags they have permission to see, based on the company's preferences in Settings > Company Settings > Flags.

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No, staff can only see the inactive clients they have been assigned to in the past.