Precise Petcare Features

Done on the Staff > Staff Accounts page. Combined with Staff Segments this functionality can be powerful at sorting and managing staff.

Require Journal Approval allows you to control whether staff journals must be approved before they are sent to clients. Approval requirements can be set globally for all staff, for specific staff segments, or individually for sitters, providing full flexibility based on your business needs. Here's how Require Journal Approval works: Global Journal Approval : Enable a global setting at Admin > Business Settings > Pet Sitters & Journals > Require Journal Approval for ALL Pet Sitters to require approval for journals submitted by all staff members before they are sent to clients. This setting overrides all other approval settings. Staff Segment Journal Approval : Require journal approval for staff belonging to a specific Staff Segment. This setting applies unless the global journal approval setting is already enabled. Individual Sitter Journal Approval : Require approval for journals submitted by specific sitters. This setting is only applied if neither the global setting nor the staff segment setting require approval. Approval Priority Order : 1. Global Setting (highest priority) 2. Staff Segment Setting 3. Individual Sitter Setting 4. (If none are enabled, journals are sent directly to clients without requiring approval.) Approval Process : Once a journal is approved, it is sent immediately to the client with no additional steps required. Note: Require Journal Approval settings can be used in combination with Staff Segments, sitter-level payroll settings, and communication workflows to create custom management structures tailored to your business.

You can now have the system automatically send the client an email when a charge attempt made by staff or by the system automatically is declined. This can be turned on at Communication > Communication Options > Clients > Invoice charge attempt failed .

You can now set Base Services to only be requestable by clients who are part of specific Client Segment(s). This is done by editing the service at Petcare > Services & Times > Base Services and checkmarking Client Segments in the Restrictions section. This will allow for much more granular service access to clients where you could limit a service only to specific Tagged clients or clients in a specific Territory.

This will allow you to clean up your Inbox. Use the "Archive" action on the Communication > Messages > Inbox page to move Messages to the Archive tab. Messages in the Archive tab can be moved back to the Inbox by using the "Unarchive" action. You can also use the "Mark Read" and "Mark Unread" to perform those actions in bulk.