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

 

Click to enlarge.

Client Details >

Complete all the information about your client and their requirements, including an additional second contact.
 

Notes >

Include internal notes on your client, visible for just administrators and also for both admins and sitters.

 

Emergency Contacts >

Include up to three emergency contacts within your client account.

 

Access to Property >

Alarm and key safe details and codes can be entered here, plus another other security access procedures your client wishes you to follow. 

 

Visit Routine >

Your clients can inform you of any particular requirements they wish to consider when visiting their home.

 

Locations >

This section allows clients to upload photos and descriptions of the locations of items such as leashes, towels, pet food, cat litter etc.

 

Overnight Services >

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.

 

Service Questionnaire >

Here you can ask your client for more information on the times of the services you provide.

 

Contracts & Forms >

This section allows you or your client to upload digital copies of important forms, such as terms and conditions, agreements and insurance policies.

 

Billing & Profile >

Update your client record with details of their billing preferences, including account details, plus the client can update a photo of the family.

 

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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