Using the Scheduler/Diary
Using the scheduler involves a simple, repeatable workflow designed to keep your day structured, safe, and fully documented. The following guidance walks through each step in operational order. 1. Create or update your Client Library Scroll to the bottom of the tool to access the Client Library. Add each new client using either the owner’s name or the dog’s name. The system automatically assigns a unique client number. This number can be added to key rings so keys are never labelled with personal information, supporting best-practice data protection. 2. Open the Walk Scheduler Navigate back to the top and begin scheduling your day. 3. Add your first walk In the first walk slot: Enter the dog you are collecting. Set the walk start time. Enter the travel time required to drop off the dogs from that walk and collect the next group. Add any additional dogs you are collecting for the same walk. Each slot supports up to six dogs. Every slot includes a direct link to the address book for quick reference. 4. Add further walk slots Create additional slots as required, up to eight in total. When you add a new time slot, the system automatically sets the start time to one hour after the previous walk plus the travel time. This allows your day to build itself logically, giving you an accurate, rolling schedule without manual time calculations. 5. Export your schedule You can export: A single day A full week A whole month This produces a consolidated schedule for planning, reporting, or client communication. 6. Resetting information Two reset functions are available: Daily reset, which clears all walk fields for that day. Factory reset, found at the bottom, which wipes everything including the Client Library and resets the client numbering. 7. Add walks to Google Calendar Each walk slot includes a link to export that specific walk into Google Calendar, keeping your schedule synced across devices.
Using the Address Book
A clear, structured help guide for the Address Book is below, written to match the style and workflow of your scheduler system. Using the Address Book The Address Book is designed to give you quick access to accurate pick-up and drop-off details for every client. It links directly to the Walk Scheduler so you can plan routes, travel times, and collections efficiently. 1. Accessing the Address Book You can open the Address Book from: The main menu, or Any walk slot within the scheduler using the built-in link. This ensures you never need to leave your workflow to find an address. 2. Adding a new client address Each time you add a client in the Client Library, you should also enter the corresponding address details in the Address Book: House number and street Town or area Postcode Any relevant notes such as gate codes, parking instructions, or key locations This ensures the scheduler has all the information needed for route planning. 3. Searching for a client The Address Book includes a quick search bar. Type part of a name, address, or client number and the tool will filter results instantly. This makes it easy to locate a specific dog or owner even when you have a long client list. 4. Using the address link inside walk slots Within the Walk Scheduler, each slot has a direct link to the Address Book. This allows you to: Confirm the correct address for each dog on that walk Plan the most efficient order of collections Review travel considerations before setting your travel time This keeps your scheduling accurate and consistent. 5. Updating or correcting details Client addresses sometimes change. Open the Address Book, locate the client using search, and edit the fields as needed. All updates apply immediately across the entire system, including any linked scheduler slots. 6. Safety and confidentiality The Address Book works in combination with the Client Library’s unique client numbers. You can match keys and walk notes using these numbers rather than names or locations. This keeps all personally identifiable information stored securely inside the tool, not on key rings or paperwork. 7. Reset options A factory reset at the bottom of the system clears the entire Address Book along with the Client Library. Use this only when starting again from scratch or performing a full system refresh.
Using the Invoice System
The Invoice System enables you to generate clear, accurate invoices for clients while keeping your pricing, dates, and services fully organised. It is built to reduce admin time and ensure every charge is recorded consistently. 1. Adding client information Start by entering the client’s name, the dog’s name, or their unique client number. Using the number keeps your workflow standardised and links each invoice directly back to the Client Library. 2. Entering service details For each invoice, add the services you have delivered: Type of walk or visit Duration Number of dogs Any extras, such as solo walks, additional time, puppy visits, or bank holiday rates Each line item calculates automatically, ensuring totals stay accurate. 3. Setting dates Add the date of service or the date range if you are invoicing for a week or a month. This creates a clear audit trail for both you and the client. 4. Adding prices The system allows you to enter: Standard service prices Add-on fees Adjustments or discounts where applicable All totals are calculated in real time so you can review the invoice before exporting it. 5. Notes and additional information If you need to include personalised notes, such as: Special arrangements Mileage Medication administration Additional requests from the client There is space to add this without affecting the main invoice format. 6. Exporting the invoice At the bottom of the page, use the Export button to generate the final invoice. The export produces a clean, client-ready document that can be printed or emailed. This ensures a consistent, professional presentation across all invoices. 7. Resetting the form If you wish to start again, use the Reset button to clear all fields. This only resets the current invoice, not your client data or pricing structure. 8. Using client numbers for security The invoice system integrates with the Client Library’s unique numbering. You can produce invoices using only client numbers if you prefer. This is useful when handling high volumes of clients and helps maintain confidentiality.