Always Allocate Tip to Primary Sitter

Modified on Wed, 19 Oct, 2022 at 12:49 PM

You can allow clients to add a Tip before paying through the Client Portal when you have Stripe enabled for online payments. When Tips are permitted, an "Add Tip" Button is added to the Account Summary screen.

"Always Allocate Tip to Primary Sitter" refers to tip payments from the Portal only. You can allocate Tips from an online Portal payment in two ways.

1. To the staff that was assigned the work, OR

2. To the Primary Sitter.

Tip: When "Always Allocate Tip to Primary Sitter" is toggled "ON," the tip will always allocate to the Primary Sitter regardless of who was assigned the work. When it is switched "OFF," the tip will allocate to the sitter who was assigned the visits at the time of invoicing and/or tip processing.

Note: If you invoice in advance of service and want to allocate tips to the staff assigned the visits, you will need to monitor any visits that are reassigned, otherwise the tip will allocate to the sitter who was assigned the visits at the time of invoicing/tip processing.

How Can I Allocate the Tip to the Primary Sitter?

Navigation: Admin > Settings > Client Portal > General Settings

Toggle "Always Allocate Tip to Primary Sitter" to ON.
Click "Update."

Set up your portal to always allocate tips to the primary sitter in pet sitting software