Assigning Keys from the Schedule

Modified on Wed, 5 Aug at 1:51 PM

The Admin Schedule indicates when keys are required to complete a service and also shows when a staff member does not have the required key.

If the required key is not assigned to the staff member you can make the assignment from the Schedule.

Note: In the Schedules, Keys are colour coded:
red key indicates the scheduled staff for the service has not been assigned the key.
green key indicates the scheduled staff for the service has already been assigned the key
black key indicates the key is in the office or the visit is in the past.
indicates a lockbox is available at the Client's property

How Do I Assign Keys from the Schedule?

Navigation: Scheduler > Schedule > Column or List View

Step 1

Tap on the service description, eg. "30walk1."

Assign keys from the schedule in pet sitting software

Step 2

Click "Keys."

Assign the key to the scheduled staff by clicking "Assign."

Assign keys from the schedule in cat sitting software

Tip: If you need to reassign multiple keys or assign a key back to the office or to any sitter other than the assigned sitter, use 
Key Management or the Keys tab in the Client Account.

Note: The process is the same for any view of the Schedule (List View, Column View or Compact View).