Skip to main content

Is The Mobile App For Admin?

Learn how use the mobile app for admin in Time To Pet.

The Time To Pet Mobile Application has been designed primarily for staff members to keep track of their schedule, mark events as complete, send notes and pictures to their clients, and do everything else they need on a visit-by-visit basis.

If an Admin needs a little more control, we’ve made sure to build a fully functional website that resizes and works just as great on mobile as it does on a desktop device. All you need to do is enter timetopet.com/dashboard (that's the same address you enter on your PC) on any mobile browser, log in, and you have access to all of the great Time To Pet features right there on your phone. You can make schedule changes, send invoices, and complete visits, too!


Quick Actions On Client Profiles​

For Admins and Office Managers with permission, Quick Action tools are available in each client's profile. These will allow you to quickly Charge the Client (if payment processing is enabled for your company), Schedule Services, or access the client's profile in the Dashboard:

screenshot of Quick Actions options in client profile of the App, with red box highlighting Charge Client, Schedule Services and Dashboard options

The Mobile App also supports options for adding new clients, editing client or pet profile details, and adding new pet profiles.

mobile app views with red arrow pointing to options for adding a client, editing a client profile, and adding a pet profile

Creating And Managing Services In The Mobile App

Along with managing clients and pets in the Mobile App, Admins and Office Managers (with the correct permissions) can also create and manage services in the Mobile App. You can access the Services List for your company by selecting the three horizontal bars on the upper left-hand corner of the Mobile App to pull up the main navigational menu. From here, select where it says Admin Services:

In the Services section of the Mobile App, you can view your complete Services List, adjust the order that services appear in, search for services by name using the search bar at the top of the screen, filter by Service Groups, and use the plus sign in the top right-hand corner to create brand-new services or manage your existing Service Groups:

screenshots of the services list with arrows pointing at the plus sign in the top right hand corner and the reordering tool. image on the right has a block around the menu options that appear when tapping the plus sign

To rearrange how your services appear within your Services List, tap Reorder in the top right-hand corner. This will open a new mode on your Services List, allowing you to drag and drop your services in the order you prefer them to appear. To do this, use the three horizontal bars on the left side of the service you want to move. When you're satisfied with your changes, tap Save Order in the upper right-hand corner of the screen to return your Services List to the default view:

screenshot of services list on the mobile app in reorder mode

Selecting Manage Service Groups will open up a new page within the Mobile App that will allow you to create new Service Groups or rearrange your existing groups if you would like to reorder how they appear in your Services List. To do so, drag and drop the services using the three horizontal bars to the left of each Service Group. To add a new Service Group, tap the plus sign in the top right-hand corner of the screen:

screenshot of mobile app manage service groups page

To filter your Services List by the Service Groups you created for your company, tap on the three horizontal bars in the top right-hand corner beneath the plus sign. A new window will open that allows you to choose which groups you'd like to view:

Scheduling Events In The Mobile 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.

IMPORTANT: Currently, it is only possible to schedule single events in the Mobile App. If you want to make use of the Trip Tool, Repeating Events tool, or create a Template, you must do so from the web version of Time To Pet.

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:

screenshot of the details tab of a client's profile with a box around the details tab and 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:

screenshot of schedule tab with an arrow pointing at the plus symbol in the upper right corner

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:

screenshot of schedule event window

Note: If your company has extra pet fees, holiday fees, or after hours fees enabled for a service, they will automatically be applied and will be visible on the client's invoice.

For more information about managing and editing events in the Mobile App, see our help documentation on Scheduling Events As An Admin In The Mobile App.

Viewing The Company Calendar In The Mobile App

Viewing the company calendar in the Mobile App is available to both Administrators and Office Managers using the In-Home product, who can both manage scheduling as a default permission for their respective roles. For more information, see our help documentation of Staff Roles And Permissions.

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:

screenshot of filtering options for company calendar tab in the mobile app

Managing Invoices And Charging Clients In The Mobile 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:

Mobile App view of client profile with admin functions circled in red

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:

mobile app view of open invoices section on a client profle

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:

  • Tip

  • Discount

  • Sales Tax

  • Invoice Note

  • Line Item Charges

  • Custom Line Items

mobile app view of an invoice with balances shown

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:

mobile app view of an open invoice with red arrow pointing to green checkout button

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:

mobile app view of a client invoice with service items and charges listed

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

mobile app view of payment screen with options for adding a 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:

mobile app view of a payment screen with fields for adding a payment method

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

For more information on processing client payments, logging manual payments, and more in the Mobile App, check out our help documentation here: Charging a Client in the Mobile App.

Adding a Mobile Shortcut for Time To Pet Mobile App

Admins can also “Bookmark” the TTP mobile website directly onto their smartphone home page.

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

Note: For more information on managing clients using the mobile web dashboard and the Mobile App, check out our help doc on Best Practices for Using Time To Pet In The Field!

Did this answer your question?