< View & Change Client Details < Service Questionnaire

In this section you can list the client's preferred service arrangements, including times and instructions.

 

How do I enter the details into the Service Questionnaire section?

 ON DESKTOP:

Navigate to Clients > Client Data > Service Questionnaire

STEP 1

 

  • Click on the Service Questionnaire option from the Sub Menu on the left hand side.

  • Check the box by the time period that your client wishes to received services from you.

NOTE: CUSTOM FIELDS may change the appearance of this page in PSP. See your Admin for more info.

STEP 2

  • Select a time block and check "Yes" or "No" if a walk is required.

STEP 3

  • Complete any instructions your client has given.

  • Click "Update" to save your changes.

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 "Service Questionnaire".

STEP 3

  • Toggle on the button by the time period that your client wishes to received services from you.

STEP 4

  • Select the client's usual time block(s) for service, indicate if they would like for you to include a walk at that time, and add any instructions.

  • Tap "Update" to save your changes.

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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