Enter Main Contact Client Details

Modified on Thu, 15 Sep, 2022 at 12:25 PM

On each Client Account, you can add a main contact and a spouse/alternative contact. The Client Account stores client, home and pets details, as well as client order history and payment details.

You decide who to list as the main and alternative contact, but the following rules apply:
  • You can enter an email address for the main contact, and the spouse/alternative contact. 
  • All Quotes and Invoices will be sent to the main contact.
  • Quotes and Invoices can be sent to the spouse/alternative contact IF you toggle "CC Emails to this Address" to "ON" and enter a valid email address. If you want to add an email, but not CC all emails to this contact, toggle "CC Emails to this Address" to "OFF."
  • Only the main contact Name and Address appears on Quotes and Invoices.
  • Merge codes that insert data into email correspondence are only available for the Main Contact. 
  • The main contact's email is the log-in connected to the client portal.

How Do I Complete the Main Contact Section?

Navigation: Clients > access client account > Client Information > Client Details

Enter data each field as follows:
  • First Name:  Client first name. Appears on all Quotes and Invoices.
  • Last Name: Client last name. Appears on all Quotes and Invoices.
  • Email: Client's email address. Quotes and Invoices will be sent to this address.

Note: To send a copy of Quotes and Invoices to the Alternative Contact when emailing the Main Contact, toggle "CC Emails to this Address" ON.

  • Home Phone: Client's home phone number.
  • Work Phone: Client's work number.
  • Mobile (Cell) Phone: Client's mobile (cell) number.
  • Address: Client's address. This is a free format address (or optionally line-separated) which should include zipcode / postcode. The MAP function uses it for directions, GPS and plotting the home in relation to staff address for scheduling. This address appears on all Quotes and Invoices.
  • Click "Update."

Enter your client details for pet sitting software

Tip: To change the content and layout in this section, see Custom Fields.

About Custom Fields
Custom fields enable you to customize the clients pages in your database. This means you can add any kind of data you want such as simple text fields, drop down lists, dates, multi-line notes fields, email address fields, image uploads, file uploads, Weblinks and more. If you add custom fields, screenshots may not look the same as your database.

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