< View & Change Client Details < Billing & Profile

In this section you can list the client's preferred method of payment, including any relevant notes.

 

If your client wishes, they can also include a profile picture to store on their account, which could be of themselves or the family. This can help sometimes to ensure the pet sitter is not "surprised" by an unfamiliar face if someone is at home unexpectedly.

How do I enter the details into the Billing & Profile section?

 ON DESKTOP:

Navigate to Clients > Client Data > Billing & Profile 

STEP 1

  • Click on the Billing & Profile option from the Sub Menu on the left hand side.

  • Check the preferred payment method in the Billing section.

  • Complete any relevant notes regarding their billing history.

  • Click "Update".

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

STEP 2

  • For the Profile Picture, click "Choose File", browse to the stored image on your PC and select it.

  • Clients can also upload a profile picture in the client portal.

  • Click "Update" to save your information.

 

Note: If you wish, you could add more photos or text fields with custom fields to store additional household information in this section.

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 "Billing & Profile".

STEP 3

  • Tap the preferred payment method in the Billing section.

  • Complete any relevant notes regarding their billing history.

  • To add a client profile picture, tap "Choose File", and select the image from your device to be uploaded.

    • Clients may also upload their own profile pictures in the client portal.​

  • 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

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon
  • YouTube Social  Icon