When managing multiple properties for a single customer, keeping track of scheduling without running into issues is crucial. Here’s a straightforward approach to ensure you manage bi-weekly services effectively:
Confirm Changes with Your Customer
Communication is Key: Always start by having a direct conversation with your client about any scheduling changes. This ensures that both parties are on the same page and agree to the new dates.
Approval of New Dates: Once you’ve discussed and agreed on new service dates, like moving from the 12th and 14th to the 18th for both properties, make sure to get your client's approval in writing (via text or email), if possible.
Adjusting the Schedule in GreenPal
Update the Schedule: With your client’s approval, go to your GreenPal account and update the schedule for each property. This can typically be done by selecting the property in your dashboard, clicking on 'modify appointments', and then setting up the new dates.
Confirmation: After adjusting the dates in the system, confirm that the changes are reflected accurately to avoid any misunderstandings or scheduling conflicts.
What If Issues Arise?
Follow-Up: It's a good idea to follow up with the client a day before the new scheduled date to confirm the service. This helps prevent last-minute cancellations or further rescheduling.
Handling Reliability Ratings: If you’re concerned about your reliability rating due to rescheduling, keep a record of all communications with your client regarding changes. This documentation can be useful if you need to dispute a hit on your rating.
Need Further Assistance?
If you’ve done everything right and still encounter issues, or if you find your reliability score impacted, reaching out directly to GreenPal’s support might be necessary.
Sometimes, system glitches or misunderstandings about the process can affect how changes are recorded.
Making sure you’re clear about the process and keeping open lines of communication with your client will help you manage your scheduling effectively and maintain a good standing on GreenPal.