2021 Q4 Feature Recap!
As the year draws to a close, we have been hard at work with some exciting features! While they won’t arrive until the first half of the new year, we do have some great updates and improvements to share that will enhance your use of our platform. Keep reading on to learn more!
Bulk Select Schedule Blocks In Service’s Scheduling Tab
For services that you have enabled to be selectable by clients when they request services through their Client Apps/Portals, if you chose for any of them to be limited to specific Schedule Blocks, you had to individually select each Schedule Block for each day of the week you wanted to appear as an option. We are very pleased to share that a recent update we implemented now allows you to select Schedule Blocks or days of the week in bulk for these services. You can configure these settings by navigating to your company’s Services List, clicking “Edit” on the service you wish to adjust, and selecting that service’s “Scheduling” tab. With this change, configuring your service settings is easier than ever and can allow you to make more services and times available to clients to select when submitting service requests.
For more information on enabling this setting, please see our help articles here: Limiting Services to Specific Schedule Blocks.
Invoices In Portal Now Viewable In Web Browser
Previously, when viewing a list of their Invoices in their Client Portal, clients only had the option to download the invoice to their device and open it using an application that allowed PDF viewing in order to review their invoices in detail. Now, however, we have added the “View” option, which allows clients to view the PDF of their invoice in their web browser without having to download it to their device. This makes it much more convenient for clients to receive and view their invoices through their Client Portals and can make it much clearer to them what they are being charged for and to see any instructions or policies you may have made mentioned in the note section of their invoice.
For more information on how clients can view their invoices in their Client Portals, please see our help articles here: Invoices On The Client Portal.
Link To Stripe Express Dashboard In Invoice Settings
Another minor update we have made is that if you are connected to our payment processor, Time To Pet Payments as powered by Stripe, you can now easily access your Stripe Express Dashboard by navigating to the Settings > Invoicing & Payments > [Credit Cards](Settings > Invoicing & Payments > Credit Cards) section of your account and using the link there. It is through your Stripe Express Dashboard that you can update the bank account or debit card that you use for payouts, edit personal and company details, and view the 1099 tax form that Stripe sends each year should you meet the IRS thresholds for filing one.
Improvements To Missing Detail Notices On Mobile App
If a client is missing information your company requires in their personal details or their pet’s profile, a warning notice will display for them on their home screen in both the Client App and the Client Portal. We have released an update that improves the functionality of these warnings in the Mobile App by displaying a clear “Missing Details” warning next to the section where information needs to be added. Once a client navigates to either the “My Info” or “Pets” section of their Client App, they will see more detailed information at the top of the screen specifying what fields need to be filled.
Updated Home Page For The Client Portal
Another update we are excited to announce is the cosmetic improvements that have been made to the home screen for the Client Portal! The Client Portal now boasts a splash format for the home page that will allow clients a more streamlined experience when navigating their portals. Portal Notifications and missing detail notices will be much more apparent, as well.
Automatic Charging Enabled/Disabled By Default For New Clients
Up until now, if Automatic Charging was enabled for your company, any time you added a new client, they would immediately be enrolled into Automatic Charging by default. In our latest round of updates, we have added a brand-new setting for companies that use Automatic Charging that will allow you to determine whether new clients are automatically charged or not.
To enable or disable this setting, navigate to the Settings > Invoicing & Payments > Automation section of your account.
Vaccination Feature Improvements
As business starts to return to normal for many pet care providers, it is more important than ever to accurately manage vaccinations for the pets under your care. Time To Pet is very excited to announce a couple of significant upgrades to the vaccinations-related features across our platform.
The first update we made was adding the ability for pet parents to upload and manage their pet’s vaccination records directly to their pet’s profile from their Client App/Portal. When enabled, clients will see a new “Vaccinations” tab on their pet’s profile where they can view all of their pet’s vaccines and upload their records. When a client adds vaccination records to their pet’s profile, any staff with the Administrator role on your team will be able to review and approve any and all of their vaccinations and vaccination records. When a vaccination record has expired, clients will see a notice of this on their pet’s profile and have the option to upload an updated record. If you would like to allow your clients the ability to manage their own vaccinations, first enable this feature found in the Settings > Client Settings > Vaccinations section of your account.
Along with allowing clients the opportunity to upload their pet’s vaccination records, we have also added a new setting that you can configure for your company that will prevent your clients from submitting new service requests if their pet is past due on any of their vaccinations. When this setting is enabled and pet parents attempt to make a request, they will be informed by the system which of their pets has an out-of-date vaccination and prompt them to update it before submitting their request. To enable this setting for your company, navigate to the Settings > Client Settings > Portal Settings > Scheduling section of your account.
For more information on our Vaccinations feature, please see our help article here: Pet Vaccinations.
