<      Finding Clients < Finding a Client Using Search

Another quick and easy way to find the client you are looking for is to use the Search function. This enables you to enter some key information and the system will search in the following places to find a match:

  • Client First Name

  • Client Last Name

  • Pet Name

  • Client & Alternative Contact Email Addresses

  • Landline or Mobile Phone Numbers

  • Spouse / Alternative Contact (First Name and Last Name)

 

This is really powerful because if, for example, you can only remember the pet name or you only have a partial phone number, you can still type what you do know into Pet Sitter Plus and the likelihood is that you will find your client. 

 

It is recommended you enter 3 or more characters to get a more accurate search.

How do I find a Client using the Search function?

 

ON DESKTOP:

Navigate to CLIENTS

STEP 1

 

  • Click in the Search box.

  • Enter 3 or more characters and click the magnifying glass or 'Go' button.

  • In this example, we have typed in the letters "cas".

 

STEP 2

  • Your search results are displayed in a list 

  • This search has picked up a variety of instances where "cas" appears, such as the last name "Casson" and the pet's name "Casey." However, there are also other results which will have picked up other references to "cas," eg. in the alternate contact or another pet.

  • To see the client's record, click on their First or Last Name from the list

How do I find a Client using a phrase in the Search function?

 

You may know the particular phrase you want to search on so can enter it as a complete phrase. However, you must surround the phrase with quotation marks.

STEP 1

  • Click in the Search panel.

  • Enter the phrase with quotation marks on either side, eg. "Alfie The Pug".

 

STEP 2

  • Your search results are displayed in the index list on the right.

  • To see the client's record, click on their First or Last Name from the list. 

ON MOBILE:

STEP 1

  • Tap the Navigator, and select Clients > Search 

STEP 2

  • Click in the Search box.

  • Enter 3 or more characters and click the magnifying glass or 'Go' button.

STEP 3

  • Your search results are displayed in a list 

  • The search has picked up a variety of instances where "cas" appears, such as "Casson" and "Cassidy." However, there are also other results which will have picked up other references to "cas," eg. in the alternate contact or another pet

  • To see the client's record, click on their name from the list

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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