< View & Change Client Details < Visit Routine

Your pet sitters will be usually be attending your client's homes for a variety of reasons, for example:

  • To collect or return a dog for its daily walk

  • To collect or return a dog for a boarding

  • To attend to the needs of a variety of the client's pets (cats, dogs, rabbits, horses, etc) at their home (house visit)

 

Therefore, they will need to have access to important information about:

  • The location of pets, pet equipment and food etc.

  • Other household duties required to be undertaken.

  • Feeding and medication instructions (found under the Pet Record for each pet).

  • Anything else.


The routine record is accessible to your staff members from their own staff interface and their staff schedule where it can be viewed on their phone, printed out and (if required) taken on the visit. 

 

How do I enter the details into the Visit Routine section?

 ON DESKTOP:

Navigate to Clients > Client Data > Visit Routine 

STEP 1

 

  • Click on the Visit Routine option from the Sub Menu on the left hand side.

  • Enter the details you know about your client's visit routine that will help you to provide them with the services they require.

  • These options are visible in the client portal by default, and your clients should be encouraged to update them regularly as details change.

  • Remember to click "Update" after every change you make. 

 

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 "Visit Routine".

STEP 3

  • Enter the details that you know about your client's overall visit routine, such as when the dogs eat or when they generally go on a walk. 

  • These options are visible in the client portal by default, and your clients should be encouraged to update them regularly as details change.

  • Tap "Update" when done.

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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