Getting Started: Supporting Data

Modified on Wed, 02 Nov 2022 at 03:45 PM

Getting Started Supporting Data: Pet Sitter Plus is highly customizable. You can create custom dropdowns containing types of payment you accept or clients areas you service which will provide detailed financial reports. To get the maximum benefit, configure these areas of Supporting Data.

Note: 
1. This step is not essential to use Pet Sitter Plus, but it provides enhanced usability.
2. Once configured, apply the settings to each Payment or client under "Client Admin."

TABLE OF CONTENTS

1. Payment Types
2. Invoice Types
3. Referral Source
4. Areas
5. Tax Rates
6. Vets
7. Email Templates

1. Payment Types

Customize the types of payments list you accept.

Select "+New."
Enter Payment Type Name.
Select "Add Payment Type."
The new entry appears in alphabetical order on the list.

Add a payment type in the Best pet care app

2. Invoice Types

Customize your Billing Cycles for clients to automate Bulk Invoicing and set Invoice Due Dates.

Select "+New."
Enter Invoice Type Name.
Click "Create Type." The new entry appears in alphabetical order on the list.
Enter the number of Days for when the Payment is Due.
Select either "days after invoice sent" for a Due Date after the invoice is sent allowing options before or after service completion OR "days before service start date" for a Due Date prior to service completion.
Select "Update."

Add an invoice type in the Best pet care software

3. Referral Source

Customize the list of Referral Sources you track.

Select "+New."
Enter Referral Source Name.
Select "Create."
The new entry appears in alphabetical order on the list.

Add a referral source for marketing in Top pet care app

4. Areas

Customize the list of Areas you track. Areas can be for Clients and/or Staff. Displays in the Client Schedule, is a schedule filter for both Clients & Staff and is a filter on most Financial Reports.

Select "+New."
Enter Area Name.
Select "Create Area."
The new entry appears in alphabetical order on the list.

Add an area in Top pet care software

5. Tax Rates

Customize the Tax Rates you charge, only if you charge different clients different Tax Rates. If you have one Tax Rate, set it in Company Settings. If you do not charge tax, skip this step.

Select "+New."
Enter Tax Rate Name.
Add Tax Rate % as a number (do not add % symbol).
Select "Add New Tax Rate."
The new entry appears in alphabetical order on the list.

Set your tax rates in Customizable pet care app

6. Vets

Customize the Vets clients can select from when adding a Vet for their Pet.

Select "+ Add New."

Add a vet to your Customizable pet care software

Enter Vet Name.
Select "Add New Vet."

Save a vet in Best Customizable pet care app

Enter all Vet Details.
Select "Update."
The new entry appears in alphabetical order on the list.

Save your vet data in Best Customizable pet care software

7. Email Templates

Email templates for many pet care needs such as confirmations, cancellations and payments are in your database. Most are imbedded with Merge Codes which customize the email to your client. You can edit any template to personalize it further to your business and you can create new templates.

Customize the list of Areas you track. Areas can be for Clients and/or Staff. Displays in the Client Schedule, is a schedule filter for both Clients & Staff and is a filter on most Financial Reports.

Select "+New" to add a new email Template.
Enter Name for the email (it is NOT the Subject line of the email, just a Name for your reference).
Click "Add New Email Template."
Enter email Content.
Select "Update."
The new entry appears in alphabetical order on the list.
To Edit: Select the email Name from the list, make edits, select "Update."

Edit email templates to Top Customizable pet care app

To use Merge Codes: Select "All Merge Codes DO NOT DELETE" to display a list of options - do not edit this Template.
Copy and paste the full Merge Code including { } and paste it into your email Template.
Select "Update" to save your email Template.

Use merge codes in Top Customizable pet care software

Signposts...

Continue on with your system set-up: