Navigate to CLIENTS
There are many tasks associated with the management of your client records that can be completed here:
Adding new clients into the system by creating new client records
Maintaining your client records
Communicating with your clients by email as a group or individually
Sending out links to the client portal for existing clients and for new contacts
When clients no longer use your services you can delete them or make them inactive
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How to add a new client to Pet Sitter Plus.
Export your clients in a number of different formats so you can import them into other software for printing labels etc.
You can change the status of clients to Inactive when you no longer provide services to them.
If you have not provided any services to a client, you are able to delete them completely from Pet Sitter Plus.
When you want to give a client access to the Client Portal, you need to send them their login details so they can access their account and book online.
If you prefer to offer online registration to new clients so they can enter details about themselves and their pets, this explains how to add a link to your website or an email.
If you have set up Custom SMTP, you can bulk email all or some of your clients from the Client Search screen, and specify your list using the Filters option.
Sending an individual client an email is simple using the Email tab option under CLIENTS.
You can print out a complete summary of your client and pet details.
You may need to page through your client records one at a time. See how to move back and forth between client records.