• When you create new visits they can be assigned to sitters then (see "Adding Visits") or the Pet Sitter can be set to "NONE" so that they can be assigned later
  • You can assign multiple visits at the same time by using the checkboxes () or one at a time by clicking theon the calendar to open up the visit actions
  • Click on the "Assign" action. Choose which sitter you would like to assign the visit(s) to
  • If you have setup a Primary Sitter or Secondary Sitter in the Client Profile you can assign to those this way (if you're in the Schedule tab of the Client's profile you will see the names of the primary/secondary)
  • The visit(s) will be added to that sitter's schedule and an email notification will be sent alerting the sitter of the new visit(s) on their schedule. The sitter may be able to Accept or Decline based on the Assigned Visits setting at Site Options > Sitters & Journals
  • When you assign to "ANYONE" the system will notify all sitters and the visit(s) will be visible on everyone's My Schedule page until someone uses the "Accept" button to accept them.


Assigning and Reassigning Visits with Drag-and-Drop


This is done using the "Sitter Day" view on the Master Schedule. Once you are in that view simply drag a visit from one sitter's row to another sitter's row. In doing so the system will perform an "Assign" action on the visit as if you had used that button. The only limitation is that you can only drag to sitters that have already been assigned at least 1 visit that day so you would need to use the "Assign" action on a sitter's first visit for them to appear as a drag option.