< Client Details < Main Contact

 

On the Pet Sitter Plus client details page, there is a main contact and a spouse/alternative contact. When providing domestic pet sitting services, you will very often be dealing with more than one person. It is your choice entirely who you make the main contact and who you make the alternative client, but the following rules apply: 
 

  • You can enter an email address for the main contact, and the spouse/alternative contact. All Quotations and Invoices will be sent to the main contact, and will also be sent to the spouse/alternative contact IF you have toggled on the "CC Emails to this Address" button and entered a valid email address. If you do not want correspondence to be sent to a particular email address - leave the email buttons in the off position.

  • Only the main contact First Name and Last Name will appear on all Quotations and Invoices (above the main client address). 

  • Pet Sitter Plus supports a variety of merge codes that can be used in email templates. These merge codes will automatically insert data into your email correspondence. If the {CLIENT_FORENAME} reference is used in email templates, this will put the client's first name only into any email template in which the code is used. The spouse/alternative first name will not be automatically entered (but you can of course add this manually).

 

How do I complete the Main Contact section?

 ON DESKTOP:

Navigate to Clients > Client Data > Client Details

STEP 1

 

  • Simply enter your text in each field as follows, and click "Update".

NOTE: CUSTOM FIELDS may change the appearance of this page in PSP. See your Admin for more info.

First Name

Please enter the client first name. Note that this will appear on all Quotations and Invoices.

Last Name

Please enter the client last name. Note that this will appear on all Quotations and Invoices.

Email

Please enter the client's email address. This address is important as all Quotations and Invoices (for this client) will be sent to this address. Note: You can input a valid email address in the main contact, or the alternate contact or both (in which case both the main contact and alternate contact will receive your Quotations and Invoices IF "CC Emails to this Address" is on).

Home Phone

Please enter the client's home landline number.

Work Phone

Please enter the client's work landline number.

Mobile (Cell) Phone

Please enter the client's mobile (cell) number.

Address

Please enter the client's address. This is a free format address (or optionally line-separated) which can / should include a zip code / postcode, and it will be used by the MAP function to obtain accurate GPS coordinates. This address will appear on all Quotations and Invoices (for this client).

NOTE: Custom Fields enables our pet sitting companies to create and develop their own environment within the Clients pages within Pet Sitter Plus. This means that where your admin has introduced custom fields that are unique to your business, certain fields on our help screens may not look exactly the same as yours. We therefore can only provide explanations and descriptions of our standard system fields, and recommend you see your admin for more information.

 

If you wish to change the content and layout in this section, see Custom Fields for more information.

ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

  • Navigate to your client's account from the Clients search page.

  • Tap on their name to open their account.

  • In the left-side navigation pane, tap "Client Data" then tap "Client Details".

STEP 3

  • Enter the details for your main contact (see above for field explanations).

  • Tap "Update" to save your changes.

ABOUT US



Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



© 2020 all rights reserved

CONTACT US



sales@petsitterplus.com

 

Toll Free  

USA & Canada      888-629-0871

 

Calling from

Within the UK         0845 834 0254

 

Outside the UK      +44 845 834 0254

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