<     Client Details <      Client Settings

 

 

Navigate to Clients >  Client Admin > click Settings from the sub menu

There are settings associated with the management of your client record that can be completed here:
 

  • Tax Rate 

  • Payment Type

  • Client Type

  • Areas

  • Referral Source

  • Payment Credentials

  • Primary Sitter

  • Active / Inactive status

 

Before you complete these sections it is a good idea to gain an understanding of what each setting does, how it affects other areas of Pet Sitter Plus, and the benefits of using these settings.

 

Note: Unlike other areas of the Clients menu, this section is not accessible through custom fields, and although the options under each heading can be changed, the options available here cannot be altered.

 

 

Click to enlarge.

Tax Rate >

Tax Rates are used to calculate the correct amount of tax due on client invoices.

 

Payment Type >

Payment Types are used to calculate the correct due date on invoices and are used to filter bulk invoicing.

 

Client Type >

Used to provide certain clients with special pricing arrangements.

 

Areas >

Can be used to group clients by locations which is helpful in reporting.

 

Referral Source >

See where your most valuable sources of business have come from. Helpful when reporting on marketing campaigns.

 

Payment Credentials >

Use this setting to record how your clients pay their bills to you.

 

Primary Sitter >

Can be used in various ways throughout Pet Sitter Plus to allocate a pet to their most frequently used pet carer.

 

Active / Inactive >

How to change a client's status to Inactive.

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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sales@petsitterplus.com

 

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