2023 Q1 Feature Recap!
To kick off 2023 with a bang, we have some great new features to check out! While staff members with multiple Time To Pet accounts have been able to seamlessly switch between accounts without re-entering their passwords in their Apps and Portals, this feature is now available to clients, as well! Additionally, we have a new coloring option for the main company calendar for Administrators and Office Managers when viewing the Scheduler, the ability to customize the “Additional Details” field for clients to fill out while they are requesting services, and more!
Multi-Account Switching For Clients
There may be situations where a client works with multiple pet care companies that utilize our software. When that is the case, they have a separate Time To Pet account for each company. However, it can become tedious needing to fully log out and then re-enter their login credentials just to switch to the other pet care company, especially if they use the same email and password for both. That is why we are thrilled to announce Multi-Account Switching for clients! When entering their login credentials, if Time To Pet detects that the same email address and password combination is used for multiple accounts, then the client will be allowed to switch seamlessly between these accounts without having to re-enter their password. This feature is available on both the Client App and the Client Portal.
If there is a situation where a client has two accounts with the same email address but uses different passwords with them, if they switch to their second account by entering their password, Time To Pet will auto-link these accounts, and they will not need to enter that password again moving forward!
For more information on how multiple accounts for clients work and for more detailed instructions on how they can switch between their accounts, please see our help article here: Clients/Staff With Multiple Accounts In Time To Pet.
Refund Receipts For Clients Connected To Time To Pet Payments
If you are connected to our payment processor Time To Pet Payments and have the role of an Administrator, you can now pull up a public receipt for transactions to send to your clients. You can locate these receipts from the Edit Payment screen on a specific payment or when viewing details for a particular transaction in the Invoicing > Payments > Payments tab of your account by clicking the “Details” button on the payment you wish to retrieve a receipt from. For more detailed instructions on how to access the Edit Payment screen of an invoice, please see our help article here: Editing Payments & Viewing Payment History.
Edit Payment Screen:
Invoicing > Payments > Payments Tab:
Customize Additional Details Field
Another feature we are excited to rollout is the Customize Additional Details Field setting! When clients request services, there is an Additional Details area where they can include any notes or instructions for their pet’s care. However, you may also want to instruct your clients to use it to input flight details, pick up or drop off times, or any other important information that better equips your team to schedule their events and carry out top-notch care for their pets.
To customize this field, navigate to Settings > Client Settings > Portal Settings and find the “Scheduling” section. Here, you will find the “Customize Additional Details Field” option. You can choose to disable this customization, which will cause the default field to appear to your clients. If you enable it, additional fields for the title and description of your custom Additional Details Field will appear for you to personalize to your own liking.
For more information on how to enable this setting, please see our help article here: Customize Additional Details Field.
Color By Service For The Calendar
Currently, you can configure the events on your Scheduler to be colored according to “Status” or “Staff Member”. This part quarter, we have introduced a third coloring option for your Company Calendar that allows it to be colored according to “Service”. This option will allow you to more easily differentiate between different services on the Scheduler based on their colors.
To assign your services their own colors, first navigate to your Services List and click Edit next to any Service.
To adjust the Service's default color by clicking directly on the color that needs to be changed or on "Edit":
To set your Scheduler to the “Color By Service” view, you can either do so directly from the main calendar by using the dropdown menu located beneath the calendar or by setting the default display of the Scheduler in the Settings > Company Settings > Scheduler section of your account.
Pet Parent Onboarding Activation Status
If you have wondered where a new client was at in their onboarding process for your company – wonder no more! With this new feature, you will be able to navigate straight to a client’s profile and click directly on the “Onboarding In Process” tag in order to view their progress. This tag is located beneath the client’s name at the top of their profile.
When you click on the tag, a new window will open. From this Activation Status window, you will be able to review what steps the client has completed, what they have marked to “Finish Later”, and if they are missing details from the Details or Pet section of their profiles if you require them to fill out this information as part of your company’s onboarding process.
From this window, you can also manually complete a client’s onboarding by selecting the “Mark Onboarding As Complete” button.
For more information on how to set up your company’s onboarding process for new clients and how things look from the client’s perspective, please see our help article here: Pet Parent Onboarding.
