Sitters Mode: Hide Teams, Show Backup Sitters

Modified on Tue, 04 Oct 2022 at 10:57 AM

With the Sitters Tab enabled you can associate as many sitters as you like to a client account and optionally grant additional client access to the associated sitters.


Tip: In general, most pet care companies choose Sitters mode, but larger businesses may find Teams mode works better for them.


TABLE OF CONTENTS


How Does Sitters Mode Work?

Navigation: Admin > Settings > Staff Access


  • Switch "Hide teams, show backup sitters" to ON.
  • Click "Update."

Set up Sitters Mode in dog walker software


How Do I Manage Sitters on the Client Account?

Navigation: Clients > Client Admin > Sitters


  • To Add a Sitter: Select staff name from the dropdown list, then click "Add New Sitter".

Add a sitter to the client account in dog walker software


  • To Remove a Sitter: Click the "X" by the sitter's name.

Remove a sitter to the client account in dog walking software


  • To Change the Primary Sitter: Click "make primary" by the new primary sitter's name.

Change the primary sitter to the client account in dog walking software


How Do I Assign Sitters on an Order?

Navigation: Clients > Orders


When scheduling services, click on the "Staff" dropdown to see the Primary Sitters who appear first under the "Team" heading, followed by any other staff who you may choose to assign to the work. This mode makes it easier to select approved sitters for scheduling.

Shows the main sitters on the client account in dog walking software


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