Getting Started: Adding Clients

Modified on Fri, 25 Aug 2023 at 10:13 AM

Getting Started Adding Clients: It is quick and easy to add clients to your database and begin scheduling the services they need. The steps to adding clients yourself are below.

You can also create a Client Account, then email clients inviting them to complete their client details in the database. To use this option, see Introducing My Clients to Pet Sitter Plus.


TABLE OF CONTENTS


1. Access Your Clients Icon

To add clients to your database:
  • Select the client icon.
  • Select "+New."

Add Your Clients Pet Sitting Software


2. Enter Basic Client Details

  • Add client First Name and Last Name
  • Add Pet Name(s) in "Schedule Ref"
  • Add Client Email Address (the email they will use to login to the Client Portal)
  • Select "Create"

Add your client basic details in dog walking software


3. Add Additional Client Details

  • Add client details such as Email, Phone, and Address.
  • Click "Update."

Add additional client details in dog walker software


  • Add additional client details by selecting other client "pages" such as "Access to Property."
  • Add necessary details such as Alarm Instructions.
  • Click "Update."

Add alarm codes in dog boarding software


4. Add Client Pets

  • Add a client pet by selecting "+ New Pet."
  • Add "Name" and select pet "Type."
  • Click "Create Pet."

Add a client pet in dog daycare software


5. Add Additional Pet Details

  • Add additional pet details such as Breed, Date of Birth and Gender.
  • Click "Update."

Add additional client pets in pet sitting software


  • Add more details by selecting other pet "pages" such as "Feeding & Medication" or "Pet Notes."
  • Add necessary details.
  • Click "Update."

Add pet feeding information in pet sitter software


  • Once your clients are entered, use Client Search to find the client you need. 
  • Select the "Clients" Icon. Use one of 3 options to search:
    • Select "Show All"  for a list of all Active Clients.
    • Select a letter, such as "S" to list all Active Clients whose last name starts with that letter.
    • Use the Search bar, which search by First Name, Last Name, Email, Phone and Pet Name.
  • Access the Client Account, by selecting the blue client name.

Search for clients in pet sitter software


Signposts...

After you've added Clients, move on to the Client Admin Settings and Scheduling.

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