< Main Menu < Clients
Finding Clients >
Email >
Emailing All or Selected Clients >
Emailing a Single Client >
Client Details >
View & Change Client Details >
Client Settings >
Adding a New Pet >
Sitters Management >
Keys Management >
Print a Client Summary >
Receipts & Refunds >
Adding a Receipt >
Allocating Receipts >
Unallocating Receipts >
Refunding Stripe Payments >
Refunding All Other Payments >
Repeat Services >
Repeat Services Explained >
Adding a New Repeat Service >
How to Run Repeat Services >
Logs >
How Logs Work >
View ACH Authorization Logs >
Stripe >
View Credit / Debit Cards on File >
Charges Explained >
Client Management >
Orders >
Service Order Management >
Finding an Order >
Creating a New Service Order >
Adding a Service to an Order >
Editing a Service Order >
Quotes >
Quote Management >
Viewing a Quote >
Editing a Quote >
Sending Quotes to Clients >
Converting a Quote into an Invoice >
Invoices >
Invoices Management >
Viewing an Invoice >
Sending Invoices to Clients >
Credit Notes and Debit Notes >
Void an Invoice >
Schedule >
The Schedule Explained >
How to View the Schedule >
Schedule Management >
Service Requests >
Service Requests Explained >
Editing a Service Request >
Scheduling a Service Request >
Deleting a Service Request >
Emailing a Service Request >
Automatic Email Notifications >