Set A Default Primary Sitter For All Clients

Modified on Fri, 4 Nov, 2022 at 6:11 PM

In Client Settings, you can choose to set all new clients created to have a default staff member or Primary Sitter. This will ensure that all client services added or requested are automatically assigned to the default Staff Member/Primary Sitter.

Tip: 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.

Introducing a “default” option saves a lot of administrative time when setting the staff name every time for each client they create.

Note: "Default" sets all NEW clients from this point forward to the selected default Staff/Primary Sitter, but does not change previously set clients.

In the Sitters Tab (Client > Client Admin > Sitters) you can assign as many pet sitters/staff members to a Client's Account as needed. You can add a primary sitter, i.e. the staff person who does most of the pet sitting for that client and then add one or several sitters familiar with the client and pets who are able to provide care.

Important:

Check “Hide teams, show backup sitters” under Admin > Settings > Staff Access. This will hide the TEAMS option from the client record and display the SITTERS instead.

How Do I Set A Default Primary Sitter For All New Clients?

Navigation: Admin > Settings > Client Settings > Default Staff

Select your required default Staff/Primary Sitter from the drop down list.
Click "Update."

All new clients created will now have your default Staff or Primary Sitter set.