How to Change Sitters for Multiple Clients

TABLE OF CONTENTS

• What is the Maintenance Utility?
• How To Remove a Sitter/Staff Member from Multiple Client Profiles?
• How To Re-assign a different Sitter/Staff member to Client Profiles

When a Staff member/Sitter changes their role, reduces availability or leaves your employment, as well as making them Inactive, you will also need to remove them as a Sitter reference, or assign another Sitter/Staff member to the Client Profile

Instead of updating each client profile individually, Admins can use the Maintenance utility to quickly remove or reassign Sitters/Staff members across multiple client profiles at once. 

What is the Maintenance Utility?

The Maintenance Utility is an Admin tool that allows you to update Staff Member references across multiple Client Profiles at one time. This helps streamline administrative changes, improve efficiency, and reduce the risk of manual errors that can occur when updating records individually.

Bulk staff re-assignment is commonly used when a Staff Member leaves the company, changes roles, or when client assignments are being restructured.

The following Staff references on a Client Profile can be updated using the Maintenance Utility:

• Primary Sitter
• Sitter Teams
• Repeat Services
• Assigned Keys

How To Remove a Sitter/Staff Member from Multiple Client Profiles?

Firstly access your Staff list from Admin > Staff and select the Sitter/Staff member you wish to make a change to their Sitter Team designation. From the Staff Profile menu, select the Maintenance page.

Navigation: Admin > Staff > Select Staff/Sitter > Maintenance 

Under the Sitter Teams tab, you will see a list of all clients where the Sitter/Staff member has been designated as a regular Sitter/Staff member.

• Make sure the drop down reference states "No one"
• Select the "All" check box, or select individual Client Profiles.
• Click "Replace"

The Sitter/Staff member will then be removed as a designated Sitter from the Client Profiles you selected.

How To Re-assign a different Sitter/Staff member to Client Profiles

Firstly access your Staff list from Admin > Staff and select the Sitter/Staff member you wish to make a change to their Sitter Team designation. From the Staff Profile menu, select the Maintenance page.

Navigation: Admin > Staff > Select Staff/Sitter > Maintenance 

• From the Staff list drop down, select the Sitter/Staff you wish to re-assign as designated Sitter.
• Select the "All" check box, or select individual Client Profiles.
• Click "Replace"

The Sitter/Staff member will then be replaced as a designated Sitter from the Client Profiles you selected. Repeat this process to assign to a different Sitter/Staff member.

Tip: Learn more about how to change multiple Staff/Sitter references on Client Profiles using the Maintenance Function:
Change Key Holders
Change Primary Sitter
Change Repeat Services