< View & Change Client Details < Contracts & Forms

It can be useful to store copies of relevant and important documents that relate to your business arrangement with your client. Pet Sitter Plus allows you to upload files to the client record so they are digitally recorded in one place. This section can be made visible to the administrator, staff, and/or client.

 

It is advisable to ensure this section is available to your client in their portal so they are fully aware of the most recent documentation you hold relating to themselves and their pet(s).

 

Various file formats are allowed, and a maximum file size of <15Mb is requested:

  • TIFF

  • JPEG

  • PNG

  • PDF

  • DOC

  • DOCX

  • XLS

  • XLSX

  • TXT

  • similar file types to the above are acceptable

 

How do I upload files into the Contracts & Forms section?

 ON DESKTOP:

Navigate to Clients > Client Data > Contracts & Forms

 

STEP 1

 

  • Click on the Contracts & Forms option from the Sub Menu on the left hand side.

  • Click "Choose File" to browse to the location of the file on your PC that you would like to upload, and select this file.

  • Click "Update" when you have finished

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

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 "Contracts & Forms".

STEP 3

  • Tap "Choose File" to browse to the location of the file on your PC that you would like to upload, and select this file.

  • Tap "Update" when you have finished

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.



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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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