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."
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".
- To Remove a Sitter: Click the "X" by the sitter's name.
- To Change the Primary Sitter: Click "make primary" by the new primary sitter's name.
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.
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