Understanding Client Settings

Modified on Thu, 08 Dec 2022 at 09:58 AM

For each client's account from the Client Admin screen, a number of functions can be enabled to govern the way their account operates within Pet Sitter Plus.

The Client Settings screen has two "Default" or Global settings which can be utilised to set all New Clients to a Default Invoice Type or Staff/Primary Sitter.

Here is a summary of the options on the Client Settings screen. Each option below has a link to a more detailed explanation and set of instructions on how to enable or disable the function.

TABLE OF CONTENTS

Set A Default Invoice Type For All Clients
Set A Default Primary Sitter For All Clients

Note: Enabling these functions, sets all NEW clients from this point forward to the selected default Staff/Primary Sitter or Default Invoice Type, but does not change previously set clients.

Set A Default Invoice Type For All Clients

If all of your new clients will have the same Invoice Type, this setting will enable you to set the default Invoice Type for all New Clients created.

Use Case – The Sole Trader

This function is particularly useful when the business owner is a sole trader. Use the default sitter function to ensure that the primary sitter is automatically set to the business owner when creating a new client.

To set a default invoice type for all new clients:

Navigate to: Admin > Settings > Client Settings > Default Invoice Type.
Select your required Default Invoice Type from the drop down list.
Click "Update."

Detailed instructions....

Set A Default Primary Sitter For All Clients

If all of your new clients will have the same Staff/Primary Sitter, this setting will enable you to set a default Primary Sitter on a client account for all new clients. Thus ensuring all client services added or requested are automatically assigned to your chosen default Staff/Primary Sitter.

To set a default primary sitter for all new clients:

Navigate to: Admin > Settings > Client Settings > Default Staff
Select your required Default Staff/Primary Sitter from the drop down list.
Click "Update."

Detailed instructions....