< View & Change Client Details < Notes

You can add three types of notes to your client record: public notes, internal admin notes, and staff notes.

 

  • Public Notes: Any information stored here is visible to admin, staff who are assigned to do work for this client, and to the client who can edit them in the Client Portal.

  • Internal Admin Notes: Any information stored here is NOT visible to staff who are assigned to do work for this client, and NOT visible to clients. The contents are only visible to administrators who have access to client data.

  • Staff Notes: Any information stored here is visible to staff who are assigned to do work for this client and administrators who have access to client data. The contents are not visible to clients.

 

How do I enter Notes into a client record?

 ON DESKTOP:

Navigate to Clients > Client Data > Notes 

STEP 1

  • Click on the Notes option from the Navigation pane on the left hand side.

  • Click in the textbox for either Internal Admin Notes or Staff Notes and type in your instructions/comments.

  • Click "Update". 

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 "Notes".

STEP 3

​​

  • Tap in the textbox for either Internal Admin Notes or Staff Notes and type in your instructions/comments.

  • See definitions of Notes above.

  • 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.



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CONTACT US



sales@petsitterplus.com

 

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Calling from

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Outside the UK      +44 845 834 0254

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