Assigning and Returning Keys

Modified on Thu, 29 Sep 2022 at 07:48 PM

Each client can have as many keys attached to their account as needed, such as duplicate keys, or both front and back door keys. A key can be assigned to one sitter at a time, and a sitter needs a staff record to be assigned a key. When a key is returned - either to the business owner, the "office" or client, you can track it in Key Management. Each Client Account has a "Keys" page for key management. Each key has a tracking history for key assignment to staff and returned.

Tip: Depending on your procedures, you can log a key returned to the office, assign it to another staff or permit staff to assign keys to another staff. You can use a Staff Record entitled "Office" or "Key Closet" if your keys are stored in a central location and you want to track key's in that location.

How Do I Assign a Key?

Navigation: Clients > access a client's account > Client Admin > Keys

Step 1

Select the key.
Select the sitter from the "Assigned Staff" dropdown.
Click "Update."

Assign a key in your cat sitting software

Step 2

The key displays in "Recent Assignments" with the sitter and date/time it was assigned.
Returned Time on the previous entry is marked at the time of the new assignment.

Assign a key in your pet sitting software

How Do I Return a Key?

Select the key.
Select "[not set]" in "Assigned Staff" dropdown to "un-assign" the key, in effect marking it returned.
Click "Update."

Note: The four most recent key assignments will be seen in the Recent Assignments section.

Return a key in your cat sitting software