2022 Q3 & Q4 Feature Recap!
Our team has been working on a lot of big things that, while not completely ready to be released yet, we can’t wait for you to see! In the meantime, we have been making a lot of updates and improvements to boost the overall efficiency of our platform for staff and clients alike. Please read on to learn more about what we’ve been up to the last few months!
Apple Pay And Google Pay
We are very happy to announce that, earlier this year, we added support to the Client App for Apple and Google Pay for clients to use as a payment option if their pet care company is connected to Time To Pet Payments and has the option enabled. Apple and Google Pay are convenient options for your clients to pay their invoices if they don’t wish to use a credit card. To enable or disable Apple and Google Pay for your company, navigate to Settings > Invoicing & Payments > Credit Cards and select “Manage Account”. Under the “Payment Types” section, you uncheck the Apple/Google Pay to disable it.
View Deleted Staff Conversations
If you or another staff member has ever removed a message from a staff member’s conversation feed and wished to view it later, you can now do so by navigating to the “Activity Feed” tab on a staff member’s profile. From there, select the “Conversations” tab to view all deleted messages. You can also see the time and date that the message was cancelled.
Event Counts On Timeline View Of Scheduler
Events counts are available when using one of the views from the “Calendar” or “List” dropdown menus and are a great way to quickly view how many events are on the day, week, or month you are reviewing. We have now also made this possible when using the views in the Timeline menu.
Staff Menu Groups Added To Menu On Scheduler
A big change has come to the staff menu that you use when scheduling and editing events in the Scheduler that we are excited to introduce! Staff members will now be grouped into three separate categories: “Preferred”, “Scheduled In Past”, and “Do Not Schedule”. If a staff member has been added to a client’s “Preferred” or “Do Not Schedule” list on their profile, they will be added to the appropriate category. If they are on neither list but have been assigned to a previous event for that client, they will appear in the “Scheduled In Past” grouping, and if they haven’t been previously scheduled to an event with the client, they will appear below all three groupings.
This change should allow for quicker and more efficient scheduling and reassigning of events for Administrators and Office Managers. For more information about the “Preferred” and “Do Not Schedule” lists on a client’s profile, please see our help article here: Preferred Staff, Past Staff And Do Not Schedule.
Geo Schedule Updates
We have made some improvements to the Geo Scheduler, which you can locate by navigating to the Scheduler > Daily Summary section of your account and selecting the “Geo Schedule” button in the upper righthand corner of the screen.
One of the changes we have made is that, if you are using the “Group By Staff” option to view scheduled events on the Daily Summary page, there is a new calendar icon to the right of a staff member’s name that will open the “Map Staff Schedule” tool with that staff member automatically selected for the current date you are viewing.
Another improvement we have made, though on the smaller side, is that when you select “Geo Schedule” or “Map Staff Schedule” from the Geo Schedule dropdown menu in the upper righthand corner of the Daily Summary page, it will use the current date that is being viewed. Previously, it defaulted to showing the current date, even if the Daily Summary was set to a different date.
Lastly, we have also added staff conflict warnings to the Geo Scheduler. If a staff member has time off or has a conflict at the time of the event, that will now be clearly visible when attempting to reassign an event to that staff member.
For more information on the Geo Schedule, please see our help article here: Geo Schedule & Map Staff Schedule.
Client Balance Sheet Updates
We have added a few new tools available for Administrators and Office Managers with the correct permissions to utilize when viewing a client’s Balance Sheet from their profile. One of these new features is that client Balance Sheets are now printable! To do so, navigate to the client’s Balance Sheet you would like to print off and then click the “Print” icon located to the right of the “Status” and “Type” dropdown menus toward the top of the sheet.
We have also added a few new filters to sort by when viewing the client’s Balance Sheet that you use by clicking the “Status” and “Type” dropdown menus. Now there are seven filters to use in all.
For more information on how to access a client’s Balance Sheet and what information can be gleaned from it, please see our help article here: Understanding Client Balances.
No Filter Option On Payments Report
In order to allow for easier reporting in the Reporting > Financial > Payments section of your account, we have added a new “No Filter” option to the “Date Range” selector for all payment reports.
