< Diary Periods < Changing the Enhanced Dairy Period Controls

 

Navigate to ADMIN > SETTINGS > Diary Settings > Diary Periods

 

The columns in the Diary can be organized in several different ways. A primary way to organize the columns in the Diary is by time (see Changing the Start and End times of the Diary Columns). But it may be helpful for you to see the jobs on your schedule organized in categories other than time. For instance, you may prefer to see all of your recurring dog walks in one column, your vacation pet visits in another column, boarding in a third column, and all other services in the last column.

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In Pet Sitter Plus, you can organize the columns in the Diary (in addition to Time) by:

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• Service Item Group

• Client Area

• Client Type

• Staff Type

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Service Item Group

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Service item groups are used to group service items together. For instance, private dog walks, group dog walks, and puppy training walks could all be included in your "Walking" service item group.

 

To organize the columns in the Diary by Service Item Group:

• Enter the name of the Column Label in the Column 1 section to describe the service item group for the first column in the Diary

  • For instance, ​for the service item group "Walking", you may choose to call the column "Dog Walks" 

• Next, select the group from the "Service Item Group" drop-down​

  • In this example, we have selected the "Walking" group​

• Then enter the Column Label in the Column 2 section

• And select the related service item group for Column 2

• Repeat these steps for Column 3

• Finally, click "Update"

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• PLEASE NOTE THAT THIS SCREEN HAS TWO UPDATE BUTTONS. IT IS THE UPDATE BUTTON HALF WAY DOWN THE SCREEN THAT CONTROLS THE UPDATE FUNCTION OF THE DIARY PERIODS.

 

Example of the Diary View with its 4 columns organized by Service Item Group  as defined in "Diary Periods".

 

Client Area

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Client Areas can be used to identify clients in different geographical "Areas" within your overall service area.

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To organize the columns in the Diary by Client Area:

• Enter the name of the Client Area in the Column Label field in the Column 1 section

• Select the area from the "Client Area" drop-down​

• Next, enter the Column Label for Column 2

• And select the client area for Column 2

• Repeat these steps for Column 3

• Then click "Update"

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• PLEASE NOTE THAT THIS SCREEN HAS TWO UPDATE BUTTONS. IT IS THE UPDATE BUTTON HALF WAY DOWN THE SCREEN THAT CONTROLS THE UPDATE FUNCTION OF THE DIARY PERIODS.

Example of the Diary View with its 4 columns organized by Client Area as defined in "Diary Periods".

 

Client Type and Staff Type

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In a similar manner, you can organize the columns in the Diary by "Client Type" or "Staff Type". Client Types can be used to identify certain groups of clients, and Staff Types can be used to identify certain groups of staff. For more information, see Client Types and Staff Types.

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To organize the columns in the Diary by Client Type or Staff Type:

• Enter the name of the Client Type or Staff Type in the Column Label field under Column 1

• Select your choice from the "Client Type" or "Staff Type" drop-down​

• Next, enter the Column Label for Column 2

• And select the Client Type or Staff Type for Column 2

• Repeat these steps for Column 3

• Then click "Update"

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