The Client Hub is a centralized workspace in Time To Pet Facility that brings together all the key actions you need for managing a single client in one convenient panel. From the Client Hub, you can schedule services, review and edit invoices, and add or track service packages — giving you a complete, at-a-glance view of a client's activity without navigating away from the Scheduler.

There are three ways you can access the Client Hub for a client in Time To Pet Facility.

1. Clicking the Schedule Client button in the Scheduler section of the Admin Dashboard:

2. From the Quick Actions menu in the top righthand corner of a client's profile, by clicking Schedule Services For Client:

3. ​By clicking on an event from the Scheduler, then selecting the three bars to the top right of the Event Info popup:

In the Client Hub, you can create, edit, and view a client's invoices. You can also add and view Packages that are associated with a client's account. You have three invoicing and package tabs to work with in the hub:

Invoiced Events: This tab lists all of the scheduled events for the selected client, lists the invoices they are associated with, and allows you to move services from one invoice to another.

Invoices: A list view of all invoices for the selected client. Use the Status dropdown menu to switch between a view of all invoices or invoices with a specific status.

Packages: You can manually add a Package for a client, as well as redeem events for a client from within the Client Hub, and Time To Pet will automatically track the percentage of the Package used.

To schedule an event in the Client Hub, click the Add Event button to the right of the Client Hub:

Next, in the New Event window that appears, move through the event prompt fields for your selections on the services you wish to schedule:

Client: The client selected for the scheduled service.

Invoice: The invoice the event will be assigned to.

Pets: The pet(s) assigned to the scheduled service.

Date: The date and time options for the event will change based on the type of service selected. Overnight Service types will not include a start and end time to choose from, whereas Daycare and Grooming type services will include a start and end time to select from.

Service: The selected service from your Main Service list.

​Space/Resource: The Space to assign the pet and service to.

Notes: You can leave any necessary visit notes directly on the event. Any notes in this field will not be visible to your clients but will be visible to your staff.

Add-Ons: Any created Add-On Services or services that have been enabled as add-ons will be listed here and can be added onto the main service. This is great for things like nail trims, grooming add-ons for a boarding stay, and more.

​When ready, click the Save Event button to schedule the service:

​Once the service is scheduled, staying in the pop-up, you have additional actions you can take for the scheduled service. By clicking the three dots in the top righthand corner of the window, you can choose to duplicate the service you scheduled or view the history of changes made to the event:

The invoice that the event(s) have been scheduled to will also be displayed at the top of the window. From here, you can view the invoice or change the invoice that the event is assigned to by creating a brand-new invoice or moving it to another existing invoice on the client's account:

Click the Save Changes button to save your edits for the scheduled service.

You can use the Event Duplication tool to select any future days and dates to recreate the same event by clicking on dates in the calendar in the Edit Event window.

Once you have selected the dates in which you would like to duplicate the event, you can choose whether you would like the events to be approved onto a new or existing invoice. Select Duplicate This Event when you're ready to create the additional scheduled services: