You need to have completed Step 3: Add staff before you begin
Your Pet Sitter Plus software will come pre-configured with one or two example client records for you to use during your training. We will look at how you add a new client to the software.
When you are more experienced with the software, you can decide whether you want to set up all your client records yourself (and then provide access to your existing clients in Step 11) or whether you would prefer that all clients register themselves online (and set up their own client accounts). We may also be able to assist you with uploading your client database to Pet Sitter Plus. Please contact for a quotation for this service.
Step 1: How do I Add a Client Record?
Tammy has some existing clients that she wants to schedule work for so they need to be set up in Pet Sitter Plus. She will start with setting up Linda Macauley with her dog Sammy.
1. Click the option "+ New Client".
YOU WILL LEARN HOW TO:
Add a Client Record
For Further Help:
2. Type in the following:
First Name: "Linda"
Last Name: "Macauley"
Diary Ref: "Sammy"
NOTE: When we enter a "Schedule Ref" for Linda's account, this setting governs how their name will appear in the schedule, so should be simple and easy to identify them. Our tried and tested method is to use the pet(s) name(s), but you can enter anything you like here. For example, if one of your clients has four cats that you feed, you can choose to have a Schedule Ref of "Cats" rather than enter each name which will clutter up your schedule screen. We will look at how the Schedule Ref appears in the schedule in Step 7 - Check Schedule.
3. Click "Create Client" to save.
Congratulations! You have completed this stage.
To move forward to the next step, click the link below and then choose the next step: