Managing Client Types

Modified on Tue, 04 Oct 2022 at 11:12 AM

TABLE OF CONTENTS

Once you have started using "client types", you will need to know how to add, edit, and delete a client type.

Tip: Client Types group your clients for different purposes, such as to:
  • charge groups of clients different amounts for the same service. Example - you increase the price of boarding but you grandfather a group of clients on the old price.
  • identify clients groups for marketing purposes.
  • identify clients who have certain types of pets.
  • identify clients who use certain types of services such as recurring, daycare or boarding.
  • automatically calculate your prices using Price Rules.
  • automatically calculate pay rates for staff with Staff Pay Rules.

Note: Once Client Types are created, you will need to add a Client Type to a client account before Pet Sitter Plus can automatically calculate your prices and staff pay, and filter any client lists.


How Do I Add a Client Type?


Navigation: Admin > Services > Client Types


Step 1

  • Click "+ New Client Type."

Add a client type in cat sitting software


Step 2

  • Enter your new Client Type name.
  • Click "Create Client Type."

Add a client type in pet sitting software


The Client Type can now be used in price rules, staff pay rules and client accounts.

How Do I Edit a Client Type?

Step 1

  • Click on the client type you wish to edit.

  • Type the new name of your client type in the box provided.
  • Click "Update."

Note: The updated Client Type name is reflected in price rules, staff pay rules or client accounts where it has been used.

Edit a client type in dog walker software


How Do I Delete a Client Type?


Step 1

  • Click on the client type you wish to delete.
  • Click "Delete."

Note: The Client Type will be removed from all places it was used, including client accounts. You will need to update price rules or staff pay rules where it was used so the remaining conditions function correctly.

Delete a client type in dog walking software






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