Administrative > Site Options

Clients

Clients Can Create Own Account is "On" by default, which will allow clients to create their own Client Profile and Client Login (if you link your main site to your PPC site) and then request services. If you turn this "Off" then you will need to Invite clients for them to setup their own accounts

• Allowed Zip Codes will add a Zip Code field to the Registration page and show an error message if the zip code entered does not match one of your configured Allowed Zip Codes (Clients who have received an Invitation are not required to provide their zip code)
  
• Client Dashboard Message (click for info)
• Clients can Rate visits (click for info)
• The Client Fields and Pet Fields* will determine most of what information is visible and required when you add clients and pets (and when your clients fill out their Client Profiles)*. Each field can be set to "Show" (it can be filled out or left blank), "Required" (profile cannot be saved unless it is filled out) or "Hide" (cannot be seen or filled out) for Clients, Managers and Sitters. Sitters cannot edit profiles so "Required" will translate to "Show" for them. You can also rename any of the fields, allowing you to repurpose them to your own needs. To reorder fields after client data has already been added use Administrative > Tools > Swap Client Fields. Special fields to be aware of are:
  • Primary Phone is a selector of Cell/Work/Home
  • Alternate Email Address(es) needs to be an email address
  • Home Alarm System is a selector of Yes/No (the other Alarm fields only show if “Yes” is answered)
  • Secure Yard Fence is a selector of N/A/Standard/Invisible/Electric
  • Pool Type is a selector of N/A/Inground/Above Ground/Indoor
  • Trash/Recycling Pickup Day(s) is a multiple choice selector of Monday-Sunday
  • Client’s Vet is a selector for the vets entered in the system (or add a new one)
• * It is important to have the Client Fields and Pet Fields setup BEFORE you start adding clients and pets to the system
  
• Specific Animal Fields allow you to hide Pet Fields based on the animal type that is selected. If one of the Pet Fields has been set as "REQUIRE" it will no longer be required if it is hidden due to these settings
• Tags (click for info)
• By entering Client Referral Choices you will be able to assign a referral to clients and run reports based on referral
  

Time & Scheduling

You can choose how long Users stay logged in for (this refers to both staff and clients). Using the native app, users will remain logged in regardless of this setting.

• Auto-mark First/Last Visits (click for info)
• Time & Mileage Tracking (click for info)
• By changing Visit Times for Sitters to "Set Specific Times" you can also choose a specific time for each visit. Clients will never see specific times, unless they are manually added to the client notes.
• Day Names & Blocking (click for info)
  
• Block Last Minute Requests (click for info)
  
• By using Sitter Assignment Confirming, your sitters will be required to login and "Confirm" their visits up to the set number of days before they take place. This will provide an additional level of security to ensure that sitters will show up at their visits. This setting can be set to "Disable" if you do not want to use it.
• The Key Request Notices will check to see if the sitter is in possession of keys for upcoming visits and alert you the set number of days ahead of time if they don't. This setting can be disabled and you will not be notified
• Ongoing Schedule Lookahead (click for info)

Sitters & Journals

• Staff Dashboard Message (click for info)
• The Assigned Visits option will determine what actions a sitter can take when a visit is assigned to them. For instance, if your sitters are treated as Independent Contractors you may allow them to "Accept or Decline." Or, if they are employees you may want vislatits "Immediately added to Sitter's schedule."
• Availability (click for info)
• Sitters can see Pay determines whether your sitters can see Payroll ("Actual Payroll"), reports ("Estimated Earnings") or if they cannot see it at all in the system ("Not Visible")
• Sitters can Pickup and Return keys themselves (click for info)
• Notify When Sitters are Overbooked (click for info)
• Late Arrival Alerts (click for info)
• Pet Care Journals (click for info)

Branding

• Enter your Company Name, Short Name and Company Abbreviation. They will be used throughout the software
• The Company Location address will set the starting map location when maps are loaded and appear in the footer
• Your Website URL will be used when anyone clicks on the "Home" link
• Your Phone Number, Business Hours and Social Media Links will appear in the footer. If you enable Visit Ratings, the system will link to Facebook if you have added it.
• Google Review Link (more info)
• Upload an Admin Logo, which will appear as your logo throughout the system
• Choosing Colors allows you to coordinate with your Admin Logo and Site Header while branding the system with your company colors.

Additional

These are a number of less common settings which can be adjusted. What each setting does should be self-explanatory based on how they are worded, but please submit a ticket if you have any questions. Here are a few of these settings:

• Scheduling Terms (if you want to use "bookings" or "appointments" instead of "visits", or if you want to call your Pet Sitters something different)
• Allow Clients to Request Cancellation the Day of a Visit (by default they will need to contact you directly for day-of cancellation requests)
• Allow Pet Sitters to Message Each Other (and if they are listed in the Staff Contacts)
• Send Automatic Visit Confirmation Emails Regardless of Visit Status (if you never say no to client requests)
• Completely Turn Off Tips (if tipping isn't used by your business or your country)
• Show the Scheduling > Ongoing Visits Page (to see all Ongoing visits in one place)

Communication > Communication Options

• The Site Email Address is the address that all general emails that are sent by the site will be sent from and all client-generated emails will be sent to
• SMS (text messaging) (click for info)
• In-System Messaging / Company Message Box (click for info)
• Client Email Confirmations (click for info)
• Actions that trigger emails, SMS and push notifications can be customized from the remaining tabs:
• Office
  • When a SMS or Message is received
  • Client actions that notify Management (any visit requests or changes, or updating their profile)
  • Client Ratings (click for info)
  • Pet Care Journal comments
  • Pet Sitter actions that notify Management (such as adding visit notes, are late for a visit or request time off)
• Sitters
  • Management actions that notify Pet Sitters (such as assigning them visits or when they are late for a visit)
• Clients
  • Management and Pet Sitter actions that notify Clients (such as when they have a new invoice or a new Pet Care Journal)
  • When a sitter is on their way (the sitter will need to use the "On The Way" button on their My Schedule page)
  • When a sitter has arrived a their visits

Getting Started #2: Times Blocks & Services >