TABLE OF CONTENTS
- Step 1: Set up Pet Sitter Plus in your browser
- Step 2: Add Services
- Step 3: Add Staff and Set Permissions for Staff and Admin
- Step 4: Add Clients
- Step 5: Add Pets and Routines
- Step 6: Add Service Orders
- Step 7: Check the Schedule
- Step 8: Send Quotes & Invoices
- Step 9: Receipts & Payments
- Step 10: Invite Clients to Use the Portal
- Step 11: Check your Settings
Navigation: Log in to Pet Sitter Plus from your unique URL sent to you via email when you first signed up for a free trial.
Tip: If you are new to Pet Sitter Plus, we recommend you follow this Tutorial – step-by-step – as this proven method of learning will ensure your software is set up correctly so you are ready to implement it in your business at the earliest opportunity.
Note: There are a few areas of the software that do not apply to a solo businesses, or sole traders who do not employ staff or independent contractors.
Step 1: Set up Pet Sitter Plus in your browser
Step 2: Add Services
Step 3: Add Staff and Set Permissions for Staff and Admin
You will need to assign services to a staff member within your software, which may include yourself if you also undertake jobs for the business. Learn how to add a staff record, including their contact details and working hours. See how to give your staff access to the software, both with enhanced access for more senior staff, and also restricting the access for more junior or new staff roles.
Step 4: Add Clients
A number of sample client (and pet) accounts are pre-configured in your software to use when you are first learning. Before you learn how to set up your own client accounts, you will need to gain an understanding of the client schedule/diary ref, plus how payment and client types are used. Then you will be ready to add your clients to the software.
Step 5: Add Pets and Routines
In order to schedule services, each client will need at least one pet within their client account. See how to add a new pet, and how to add the pet's daily feeding and sleeping routine, including setting up your directory of vets.
Step 6: Add Service Orders
You are now ready to start scheduling services for your clients which will create service orders in the software. You will learn how to create a repeat service for regular bookings, how to schedule it and view the service order it creates.
Step 7: Check the Schedule
Once you have scheduled some work, see how to view the services in the Schedule, including how to customize the appearance of your Schedule. You will also learn how to manage or edit a client's services from within the Schedule.
Step 8: Send Quotes & Invoices
Step 9: Receipts & Payments
Step 10: Invite Clients to Use the Portal
Step 11: Check your Settings
Now you are ready to start working through each of the steps!
Tutorial: 1 Install A Browser
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