<      Client Settings < Client Type

 

In your pet business you might want to group your clients in different ways, for marketing purposes, by geographical area or if you charge different groups of clients a particular price for their services. For example, you might have a group of recurring clients who receive a 10% discount. You could create a Client Type called "Recurring Client" and set these clients to this Client Type on their Settings page. Once you set up the Charge Condition for this Client Type, this group of clients will automatically receive the lower price for this service in their service orders.

 

You can read more information on Client Types here. 

 

How do I set the client's Client Type?

ON DESKTOP:

Navigate to Clients > Client Admin > Settings

STEP 1

 

  • Click on the drop-down option and select the correct Client Type for this client.

  • If you don't use client types, you should leave this setting as "[not set]".

  • Click "Update" to save your changes.
     

Note: If the Payment Type you require is not available, you can set up a new one in Admin > Services > Client Types.

ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

  • Navigate to your client's account from the Clients search page.

  • In the left-side navigation pane, tap "Client Admin" then tap "Settings".

STEP 3

  • Tap on the drop-down option and select the correct Client Type for this client.

  • If you don't use client types, you should leave this setting as "[not set]".

  • Tap "Update" to save your changes.
     

  • Note: If the Client Type you require is not available, you can set up a new one in Admin > Services > Client Types.

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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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