Your Pet Sitter Plus software will come pre-configured with one or two example client records for you to use during your training.
The client record is where all the details about your clients and their homes are kept on file. Pet records are created for each pet and are "associated" with a client record, so you will need to add pets after your client records have been created. You will learn how to do this in Step 5 after you have completed this section.
In this section you will firstly create a basic client record, and then you will learn about the aspects of client management, such as setting payment and client types.
Applying these settings to your client records when they are initially created, will help you to perform automatic bulk invoicing and in-depth reporting in just a few clicks.
Once you have set up a new client record and feel ready to learn more, you can read about the options available in Pet Sitter Plus in Clients.
Learn how to create a new client record and add the personal and household details you wish to keep on file.
How to navigate the client record and enter data into the various sections with your client's details.
View the preconfigured Payment Types in your software and how they can be used in automatic invoicing.
OPTIONAL Build on the list of preconfigured Client Types you used in Step 1. They will be useful in Step 9 when using reports.
OPTIONAL If you cover a large geographical area, you may wish to set up different Areas, useful for reporting and marketing purposes.