HOW TO GET STARTED WITH PETSITCONNECT

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1 HOW TO GET STARTED WITH PETSITCONNECT Step 1. Set fees for your regular pet sits (30-min, 45-min and 60-min length). This feature will automatically calculate client s rate when you are scheduling visits. Here you can specify how you want the system to pre-fill rates for you. Here is an example of a company that charges differently for once a day vs. twice a day vs. three times a day. If your rates are the same, just enter them accordingly. That will be your base rate. You also specify here how much you charge for additional dog and cat.

2 Step 2. Add other services that your company offers These are the services that can be selected from the drop down menu when you are scheduling visits. We ll go over the details in How To Schedule Services section.

3 Step 3. Edit Referral Categories. This is an area where you specify how your clients find out about you. You can later run reports on that, and we ll go over that in details in another section.

4 Step 4. Update your user profile. You need to select Yesterday or Today from the drop down menu for the Incompleted Visits report that you can find on Main Menu. If you select Yesterday, the report will pull all sitters that haven t clicked complete on their yesterday s visits. If you select Today, the report will pull all sitters that haven t clicked complete on today s visits. This feature allows you to track who is NOT completing their visits. Some companies like to view yesterday s

5 visits (if the sitters are required to check off the visits as completed at the end of the day). The companies would check Yesterday from the above drop down menu. Some companies require sitters to check visits off in the morning of the day when the visits are scheduled. These companies would select Today from the drop down menu. Step 5. Add Sitters Add new sitter record You can now view a map of all your sitters

6 Step 5. Add a new client We will gladly import a list of your existing clients at a rate of $ You can also manually add them to your database. The process consists of adding a new client to your new client queue first, assigning sitter and rate, and then importing the client into your database. There are two ways you ll be adding clients to your database: 1. You have an existing client and you need to manually add them to your database 2. A new client just called and you need to go through adding the client, scheduling the meet and greet with the sitter, completing the meet and greet, and adding the visits to the sitter s schedule for that client. We will go over entering existing clients to the database at this point. We will get into details on how to enter a brand new client when we are reviewing our new client queue in detail. Right now, we understand you are just testing the software and want to add 5-10 clients to see how scheduling works. Click New Clients, Click here to add a new client. In the example below, you are looking at a new client queue of another pet sitting company. All new clients go through new client queue before they are added to the database to make sure their info is entered properly and promptly. We ll go over the process in detail when we are reviewing adding brand new clients to your database. Right now, let s just enter the clients for your testing.

7 Once you click on CLICK HERE TO ADD A NEW CLIENT, you ll be taken to the screen where you enter all notes pertaining to their house. Pets notes go on the next screen. Here is a screen shot with explanations of certain fields.

8 Once you click Submit, this client is in your new client queue, and you can add details, pets, etc. Right now, we are not going to worry about setting up a meeting with the sitter and ing a greeting letter to the client. The client is already in your database, you just need to finish adding the information (or have us import the information into the database). So now, from the new client queue, you click on the new client s name and

9 enter Vet, Emergency contact, etc. When you click submit, you ll be taken to a screen where to add pets. Add as many pets as needed, and click on Submit for Scheduling. You can skip that scheduling screen altogether because it is designed to be used for entering new clients and the dates they are requesting. If you are entering an existing client in our scenario, you may not have any visits scheduled for that client yet, you are just adding the client to the database. Now go back to New Clients, and click Import Client (on the right from the client s name in the Action column). You can skip scheduling the services for now. We ll go over that section later. If you have an extensive client list, we do recommend using our service to import them ($49.99). However, please add them manually for now while you are testing the software. I would recommend adding 5-10 clients and playing with features and screens during this testing period. You have sitters entered. You have clients entered. Let s schedule some visits. Step 6. Schedule visits. From Main Menu, click Clients and you can search by last name, address, pets names, etc. (using drop down menu).

10 Click on the name, and it will take you to the client s account. Click on Schedule New Job Now click through all screens until you get into the client s account

11 Here you see a list of visits. They can be edited and removed. Once you click Invoice Selected, they are going to be bundled into an invoice and payment will be due from the client at that moment. You can also schedule visits to automatically to be invoiced at a certain time. In our example, if my clients owe me a payment before visits begin, I ll schedule them to auto invoice on 3/23. If my clients owe me a payment after the visits are completed, I ll auto invoice them on 3/27. In our example, I ll go ahead and auto invoice them on 3/27. Now the screen is going to look like this: The visits are greyed out, and the date in parentheses is the date when these visits will be bundled into an invoice. If I were to add a visit, I just add a new visit and schedule it to auto invoice on 3/27 again and all these visits will be on the same invoice. If I need to make any changes to visits, editing or deleting them, I need to go into Auto Invoice List, and click Remove Selected from

12 Invoice Schedule. Then they are back to being black on Activity Pending Invoice screen, and you can make any changes. After changes are made, you can auto invoice the new list of visits whenever you need them to become due. Once the 3/27 date comes, this client s invoice for $148 will show up on my Process Payments report on the Main Menu, so that I can either post a check, run a credit card or an invoice.