Managing Lockboxes on a Client Profile

Modified on Mon, 3 Aug at 4:27 PM

Each Client Profile has a "Keys & Lockboxes" page for key management. Clients can have as many keys attached to their profile as needed, such as duplicate keys, or both front and back door keys. Keys can also be assigned to specific staff, tracked and returned using the Key Management Report.

TABLE OF CONTENTS

How Do I Know if a Client Has a Key or Lockbox?
How Do I Add a Lockbox to a Client Profile?
How Do I Edit a Lockbox?
How Do I Delete a Lockbox Record?

How Do I Know if a Client Has a Key or Lockbox?

If a Client's property has a LockBox/Key Safe, this can also be added to the Client Profile. You can edit the name, reference and description on any Key or Lockbox record and delete them when they are no longer needed.

When a client has a Key and/or Lockbox on record, it displays on the Schedules indicating to Staff that a Key is required or a Lockbox is present.

In the Schedules, Keys are colour coded:

A red key means that the Key is currently not assigned to the Staff that will be carrying out the Service, it is either unassigned, or assigned to another Staff member.
A green key indicates that the Staff member who will carrying out the service has already been assigned the key.
A black key indicates the key is in the office or the visit is in the past.

Note: The Key Management system supports key reference numbers for key tracking and security, should a key be lost, which is often an insurance policy requirement. "Key Reference" is searchable, so you can assign keys the same reference code used for labeling.

How Do I Add a Lockbox to a Client Profile?

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

Step 1
Click "+ New"
Select "Lockbox" from the Key or Lockbox drop down menu
Enter the "Name" - used to describe the Location of the Lockbox such as Front door, back door, gate.
Enter "Reference" - enter the type of Lockbox
Enter a "Description" - this can be used for any special instructions.
Enter the Access code for the Lockbox
Add a photo of the Lockbox
Click "Create"

How Do I Edit a Lockbox?

To Edit a Key, select the key.
Edit the details.
Click "Update."

Edit a Lockbox record on a Client Account in Pet Care Software

How Do I Delete a Lockbox Record?

Select the Lockbox.
Click "Delete."
A confirm appears. Click "Delete" to confirm, or "Cancel."

Important: Make absolutely sure you have selected the right Lockbox before clicking Delete, it cannot be undone.

Delete a Lockbox record from a Client Profile in Pet Sitting Software

Tip: The Key Management Report lists all clients with keys. The report contains client name, key and key assignment and allows you to reassign keys.