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

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