<      Client Settings < Primary Sitter

 

If you wish to, you can enter the name of the pet sitter who will be the primary carer for this client. The primary sitter will appear in various inquiries throughout the system to remind you who the primary carer for this client is and any services raised for this client will automatically be scheduled to this sitter first (although this can be changed by editing the job).


How do I set the client's Primary Sitter?

ON DESKTOP:

Navigate to Clients > Client Admin > Settings

STEP 1

 

  • Click on the drop-down option and select the primary sitter for this client.

  • If you wish to allocate the sitter every time you schedule work (i.e. there is no primary sitter for the client), you should leave this setting as "[not set]".

  • Click "Update" to save your changes.

If you do not see the primary sitter in the drop-down list, you can add them in Admin > Staff > Add New Staff.

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 Primary Sitter for this client.

  • If you wish to allocate the sitter every time you schedule work (i.e. there is no primary sitter for the client), you should leave this setting as "[not set]".

  • Tap "Update" to save your changes.
     

  • Note: If you do not see the primary sitter in the drop-down list, you can add them in Admin > Staff > Add New Staff.

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

Within the UK         0845 834 0254

 

Outside the UK      +44 845 834 0254

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