Teams Mode: Hide Teams, Show Backup Sitters

Modified on Tue, 04 Oct 2022 at 11:04 AM

Teams Mode allows you to create pre-defined “teams” of sitters that can be associated to a client account. Additional access rights can then (optionally) be granted to members of the team.

Tip: In general, most pet care companies choose Sitters mode, but larger businesses may find Teams mode works better for them.

How Does Teams Mode Work?

Navigation: Admin > Settings > Staff Access

Switch "Hide teams, show backup sitters" to OFF.
Click "Update."

Change to teams mode in dog walking software

How Do I Manage Teams?

Navigation: Admin > Teams

You can create as many teams as needed, then assign the sitters to each team.
Teams are then assigned to client accounts.
Sitters can belong to more than one team.
Additional access permissions can be (optionally) granted to members of the team.

Step 1

To view or edit the members of a team, click on the team name.

Edit a team on a client account in dog walking software

Step 2

From this screen you can:

edit the team name.
edit the team description.
add a new member to the team.
remove a member of the team.
delete a team.

Click "Update" to save your changes.

Add a team member or change the team name to a client account in dog walking software

How Do I Manage Teams on the Client Account?

Navigation: Clients > Client Admin > Settings > Staff Team

To assign a Team to a client account:

Select the "Staff Team" name from the drop down list.
Click "Update."

Assign a team to a client account in dog walking software

How Do I Assign Teams on an Order?

Navigation: Clients > Orders

When scheduling services, click on the "Staff" dropdown to see the members of the Team who appear first under the "Team" heading, followed by any other staff who you may choose to assign to the work. This mode makes it easier to select approved sitters for scheduling.

Shows the main teams on the client account in dog walking software