Note: Staff members will only be able to view and/or edit the areas of Pet Sitter Plus that you have granted them permission to do so.
The Clients area in the Staff Interface, is the same as in the Admin Interface.
Note: The CLIENTS tab is only visible for staff members who have the following settings:
From the CLIENTS area, staff can:
view a list of ALL clients, not just the clients for whom they have work assigned
view client details, including address and contact information and alarm codes
- view pet details to check on routine and feeding information
- view the client's schedule, repeat services and job requests
- email an individual client
You can also direct your staff to the User Guide for Staff for instructions on how to access the Staff Interface on a desktop PC and how to access Pet Sitter Plus on a mobile device.
Click to enlarge.
You can list clients alphabetically or by searching against key fields in the client record, such as the client name, email address or pet name(s).
You can add and update various aspects of your client's data, and also allow clients access to update their own information in the client portal.
Here you can amend or delete a pet, change the pet's status, and update routine and feeding information.
The Client's Schedule can be viewed on a daily basis with all services booked for all clients, or alternatively can be viewed on an individual basis to take an in depth look at the services scheduled for a particular client.
If a client requires a service (such as a dog walk) on a regular repeating basis then this requirement can be recorded as a repeat service for each client record.
When a service is booked via the Client Portal, the job request processing function allows you to ensure the order is correct and that you are available to provide those services, prior to accepting and scheduling the work.
Sending an individual client an email is simple using the Email tab option under CLIENTS.