INTRODUCTION

 

Improved options for providing selected pet sitters with access to more information and greater levels of functionality.

  • A new "SITTERS" tab at client level means you can add an unlimited number of "approved" pet sitters to any client record, potentially giving those sitters access to the file.

  • Introducing "View", "Update" and "Scheduling" rights that can be set independently assigned to each Pet Sitter.

  • It is now possible to restrict access such that pet sitters can only view or update client information when they are assigned to the SITTERS tab for that client.

  • It is now posible to further restrict access such that pet sitters can only view or update client information when they are the primary sitter for that client.

  • New "team admin" role gives access to additional functionality such as scheduling to selected pet sitters.

  • Scheduling is made simpler when approved team members appear at the top of the list of sitters when scheduling work with an option to choose a non team member if required.

 

To use this feature, click ADMIN > SETTINGS > Staff Access and make sure that the checkbox "Hide Teams Show Sitters" is checked.This means the old "Teams" field will disappear on the client record and a new SITTERS tab will appear under each client record. then set the value of the other options as required.

 

Click ADMIN > STAFF and choose a staff member. Click teams and set the access rights as appropriate;

  • Leave all three boxes unchecked to grant no additional access rights to the selected pet sitter. Access will remain as is.

  • Check the "can see client data" box and the CLIENTS tab will become available for the selected pet sitter in their staff interface.

    • The selected pet sitter will now be able to view clients irrespective of whether they have a job assigned for that client or noe.

    • Overall rights to view certain clients will be further limited or granted by the settings in ADMIN > SETTINGS > Staff Access.

  • Check the "can update client data" box and it will now be possible for the selected pet sitter to update client information available under the CLIENTS tab. 

    • The update functionality will also be available when drilling into a client record from the jobs list or the diary. 

    • Overall rights to view certain clients will be further limited or granted by the settings in ADMIN > SETTINGS > Staff Access.

  • Check the "Team Administrator" box and it will now be possible for the selected pet sitter to update client information available under the CLIENTS tab. 

    • The update functionality will also be available when drilling into a client record from the jobs list or the diary. 

    • Overall rights to view certain clients will be further limited or granted by the settings in ADMIN > SETTINGS > Staff Access.

Click on the presentation for more information.

 

ABOUT US



Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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CONTACT US



sales@petsitter-plus.com

 

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Outside the UK      +44 845 834 0254

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