In-Home Knowledge Base
Time To Pet In-Home Knowledge Base
283 articles
- Managing Client Keys
- Using Time To Pet In The Field
- Using The Staff App
- Adding A Pet To A Client
- Using The Client Conversation Feed
- Understanding The Different Financial Reports
- Understanding Invoicing In Time To Pet
- Onboarding With Time To Pet
- Time To Pet Billing & Subscription Pricing
- Scheduling Repeat Services Using Templates
- Scheduling Events
- Referral Program
- Onboarding Video Series
- Onboarding Staff With Time To Pet Video
- Managing Vets
- Adding A Client
- Logging Into Client Portal As Client
- Importing Data Into Time To Pet
- Getting Started Guide
- Enabling GPS Tracking
- Credit Card Processing
- Completing An Event Via The Mobile App
- Client And Pet Fields
- Client Agreements
- Cancelling Events
- Adding A Staff Member
- Adding A Service
- Adding The Client Portal Tag And New Client Form Links To Your Website
- General Client Settings
- Mobile App Field Visibility
- Theme Settings
- Pet Settings
- Zapier Integration
- Bulk Notification Editor
- Mobile App Information
- Sales Tax
- Advanced Key Settings
- Settings Overview
- Visit Report Cards
- Enabling Event Started Notifications To Clients
- Showing Credits And Open Payments In The Client Portal
- Email Logs
- Dropbox Integration
- Color Code Schedule By Service, Staff, Or Status
- Adjusting The Client Naming Convention
- Client Time Displays And Invoice Descriptions
- Visit Report Question Icons
- Bulk Updating Custom Client Rates
- Third Party Calendar Integration
- Schedule Blocks
- Scheduler Settings
- Invoice Settings
- Tipping In Time To Pet
- Portal Settings
- Mobile App Configuration
- Quickbooks Online Integration
- General Company Settings
- Automatic Charging
- Happiness Score
- Pet Vaccinations
- Staff Roles And Permissions
- Client And Staff Flags
- Staff Member Access
- General Staff Settings
- Advanced Notifications Settings
- Configuring The Homepage
- Staff Notifications
- Best Practices For Client Time Display
- Best Practices For Client And Pet Fields
- Best Practices For Schedule Blocks
- Best Practices For The New Client Form
- Best Practices For Visit Report Cards
- Business Hours
- Critter Integration
- Pet Flags
- When Time To Pet Emails Your Clients
- Understanding Client Balances
- Send Or Resend Client Welcome Email
- Removing A Pet For A Client
- Processing Prospective Client Account Requests
- Preferred Staff, Past Staff And Do Not Schedule
- Pet Parent Onboarding
- Marking A Client As Inactive
- How To Reactivate An Inactive Client
- Documents
- View Client Service Request History
- Charging A Client
- Changing A Client's Password
- Best Practices For Onboarding Clients To Time To Pet
- Applying And Redeeming Client Credit
- Allowing New Clients To Create An Account And Setting Up The New Client Form
- Adding Custom Rates For A Client
- Best Practices For Creating A Waitlist
- Best Practices For Maximizing Tipping
- Best Practices For Updating Legacy Client Rates
- Change And Cancellation Requests As A Client
- Gift Cards
- Pay Stubs & User Invoices
- Time Tracking & Mileage Tracking
- Staff Pay Rates
- Marking A Staff Member As Inactive
- Allowing Staff To Generate Their Own Pay Stubs & User Invoices
- Pay Center
- Time Off & Availability
- Best Practices On Using Time To Pet With Hourly Employees
- Managing Client-Specific Staff Access
- Locating Notification Settings On Staff Profiles
- Adding The Client Portal Tag To Your Website - Video
- How Staff Are Paid For Cancelled Services
- How To Change A Staff Member's Event Color
- How To Change A Staff Member's Role
- Texting Integration
- Message Center
- How To Email An Invoice
- How To Send A Confirmation Email To Your Clients
- Setting Up Automatic Service Reminders
- Sending Mass Emails - Video
- Message Tags
- Gallery
- Diagnosing Notification Issues
- Using Portal Notifications For Announcements
- Advanced Webinar - Notifications
- Saved Replies
- Using The Staff Conversation Feed
- Scheduled Messages
- Using Private Messaging
- Sending Mass Emails To Staff Members
- Understanding Messaging In Time To Pet
- Messaging Settings
- Sending Mass Emails To Clients
- How To Use the Text Editor in Time To Pet
- Best Practices For Customizing Your Default Messaging
- Best Practices For Using Advanced Tools In The Message Center
- Client Reporting
- Time & Mileage Reports
- Exporting Data From Time To Pet
- Staff Reporting
- Analyzing Financial Data Discrepancies In Time To Pet
- Schedule Reporting
- Advanced Webinar - Reporting
- Bulk Completing Past Events
- Exporting Client Addresses For Mailing Labels
- Exporting Client Data & Mapping Locations
- Exporting Pet Data And Filtering By Birthday
- Understanding Time To Pet's Business Advisor Reports
- Timeline View
- Splitting Pending Requests On Mobile Web Browser
- Editing Single Events
- Advanced Template FAQ
- Event Count
- Scheduling Multiple Staff For One Event
- Scheduling Repeat Services Using Templates - Video
- Processing Change And Cancellation Requests
- Deleted Event History
- Geo Schedule & Map Staff Schedule
- Blocking Service Order Requests
- View Scheduling Conflicts
- Splitting A Pending Request
- Tasks
- Bulk Update
- Setting Client Request Limits
- Cancelling And Modifying Future Template Events
- Delete A Template
- Bulk Editing Events
- Scheduling A Trip
- Pending Requests
- Adding Services To An Existing Invoice
- Best Practices For Creating A Monday - Sunday Or Saturday - Friday Template
- Best Practices For Scheduling Overnights And Boarding
- Can I Add A Note To An Event?
- Daily Summary
- Services
- Automatic Extra Pet Rates
- Automatic Holiday Rates
- Packages
- Package Renewal Report
- Late Notifications For Services
- Automatic After Hours Fees
- Automatic Weekend Fees
- Frequency Based Discounts
- Best Practices For Using Packages And Frequency Discounts
- Grouping Services
- Limiting Services to Specific Schedule Blocks
- Moving Services From One Package To Another
- Advanced Auto Fee Stacking Guide
- Best Practices For Charging A Flat Monthly Rate For Recurring Weekly Services
- Best Practices For Removing A Partially Redeemed Package From A Client's Account
- How To Add Additional (Add On) Fees To An Event
- Time Off And Availability As Staff
- Activating A Staff Account
- Visit Report Card Videos
- Staff Walkthrough
- Notifications Center in Staff App
- Viewing Notifications On Your Mobile Device
- My Pay
- How To Clock In, Clock Out, And Track Mileage As Staff
- Enabling The End Of Visit 5 Minute Warning
- Sending Videos
- Using the Daily Visit Map
- How To Add A Staff Member Profile Picture
- Adding Availability As Staff
- Bulk Invoicing
- Understanding Service Rates and Fees in Time To Pet
- Moving Services Between Invoices On Mobile Web Browser
- How To Apply Open Payments
- Editing Payments & Viewing Payment History
- Updating Your Payout Account in Time To Pet Payments Powered by Stripe
- How To Apply A Payment To A Different Invoice
- How To Download And Print An Invoice
- How To Delete A Payment
- Connecting To Time To Pet Payments Powered By Stripe
- Credit Card Rates
- How To Issue A Refund
- Adjusting Negative Balances For Clients Resulting From Open Payments
- How To Void An Invoice
- How To Unlock An Invoice
- Locked Invoices
- Moving Services Between Invoices
- Invoice Statuses
- Time To Pet + Stripe Capital
- Adding A Manual Payment To An Invoice (Cash, Check, Or Other Payment Outside Of TTP)
- Adding Manual And Automatic Discounts To Client Invoices
- Best Practices For Applying An Open Payment As A Tip
- Best Practices For Cancelling Pre-paid Visits And Dealing With Open Payments
- Best Practices For Issuing A Refund
- Instant Payouts
- Common Mobile App Troubleshooting
- Is The Mobile App For Admin?
- Is The Mobile App For Clients?
- Troubleshooting GPS Issues For Android Devices
- Troubleshooting GPS Issues On iPhone
- Troubleshooting Phone Connection Issues
- Viewing Time Tracking And GPS Data
- Voice Notes
- Charging a Client in the Mobile App
- Scheduling Events As An Admin In The Mobile App
- Using Tap To Pay in the Mobile App
- Best Practices For Dog Trainers
- Best Practices For Mobile Grooming Companies
- Best Practices For Poop Scooping Companies
- Building An Estimate Or Quote For Services
- How To Transfer or Merge Your Time To Pet Account
- Best Practices For Multiple Locations
- Best Practices For Adding A Gift Certificate Or Gift Card Value To A Client's Account
- Best Practices For Group Or Pack Walks
- Best Practices For Taking Deposits
- Setting Legacy Rates for Existing Clients When Raising Rates For New Clients
- Best Practices For Creating A Promo Or Loyalty Program
- Time To Pet Images & Branding
- "0" Invoice Numbers and QuickBooks Custom Transaction Numbers
- Clients/Staff With Multiple Accounts In Time To Pet
- Viewing Service Order History
- Time To Pet Backup
- Changing Time Zone
- Manually Approving Future Templates
- GDPR Regulations
- Updating Your Time To Pet Subscription Payment Method
- Disabling Company Notifications
- Navigating Time To Pet
- How To Submit Feature Feedback
- Can I Permanently Delete Data In Time To Pet?
- Time To Pet Lite
- Tax Season
- Time To Pet Security
- Understanding Open Payments And Credits In Time To Pet
- Locating The Different Histories In Time To Pet
- Scroll Through Dates In Calendar Tool
- Delay In Google Calendar Syncing
- Switching To Time To Pet Payments Powered By Stripe
- Recording Credit Card Fees In Quickbooks
- Facility Knowledge Base
- 1099-K FAQ for Time To Pet Payments Powered by Stripe
- Disputes