Navigate to CLIENTS
There are many tasks associated with the management of your client records that can be completed here:
Adding new clients into the system by creating new client records
Sending out links to the client portal for existing clients and for new contacts
When clients no longer use your services you can delete them or make them inactive
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Complete all the information about your client and their requirements, including an additional second contact.
Include internal notes on your client, visible for just administrators and also for both admins and sitters.
Include up to three emergency contacts within your client account.
Alarm and key safe details and codes can be entered here, plus another other security access procedures your client wishes you to follow.
Your clients can inform you of any particular requirements they wish to consider when visiting their home.
This section allows clients to upload photos and descriptions of the locations of items such as leashes, towels, pet food, cat litter etc.
If your client uses you for overnight services, you can ask them to provide supporting details in this section to help your sitter provide this service.
Here you can ask your client for more information on the times of the services you provide.
This section allows you or your client to upload digital copies of important forms, such as terms and conditions, agreements and insurance policies.
Update your client record with details of their billing preferences, including account details, plus the client can update a photo of the family.