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

  • Maintaining your client records

  • Communicating with your clients by email as a group or individually

  • 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.

Adding a New Client >

How to add a new client to Pet Sitter Plus.

 

Exporting your Client List >

Export your clients in a number of different formats so you can import them into other software for printing labels etc.

 

Making a Client Inactive >

You can change the status of clients to Inactive when you no longer provide services to them.

 

Deleting a Client >

If you have not provided any services to a client, you are able to delete them completely from Pet Sitter Plus.

 

How do Existing Clients Login for the First Time? >

When you want to give a client access to the Client Portal, you need to send them their login details so they can access their account and book online.

 

Online Registration for New Clients >

If you prefer to offer online registration to new clients so they can enter details about themselves and their pets, this explains how to add a link to your website or an email.

 

Emailing All or Selected Clients >

If you have set up Custom SMTP, you can bulk email all or some of your clients from the Client Search screen, and specify your list using the Filters option.

 

Emailing a Single Client >

Sending an individual client an email is simple using the Email tab option under CLIENTS.

 

Print a Client Summary >

You can print out a complete summary of your client and pet details.

 

How Can I Move from One Client Record to Another? >

You may need to page through your client records one at a time. See how to move back and forth between client records.

 

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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