Navigate to Clients > Client Data > Client Details
The following explains how to complete each item of client data and where relevant, how it affects other functions of Pet Sitter Plus.
How do I enter the details into a client record?
Click on any page from the Navigation Pane on the left hand side.
Enter the details you know about your client that will help you to provide them with the services they require.
Remember to click "Update" after every change you make.
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.
NOTE: CUSTOM FIELDS may change the appearance of this page in PSP. See your Admin for more info.
An explanation of how the Schedule Ref field is used and viewed within Pet Sitter Plus.
How to complete the important information for the primary contact in a client's account.
How to add an alternative contact into your client's account.