General Overview Video Start here if you are a new user and have never used our scheduling software before Set up Basic Settings Add a Few Sitters (if needed) Add a Few Clients Go here is you have basic settings set up and clients added to the database, or if you are an existing user upgrading from Ezpetsitter Schedule a New Job with an Existing Customer Schedule Visits How Invoicing Works Create an Invoice When payment is due after services have been completed Manual Invoicing Auto-invoicing When payment is due before service begins or on the first day Manual Invoicing Auto-invoicing How to Make a Change to an Existing Reservation when Activity Has Not Been Invoiced Activity is Scheduled to be Auto Invoiced Activity Has Been Invoiced Schedule a New Job for a Recurring Daily Customer How to Schedule Daily Visits How to Invoice Daily Visits Schedule Visits Every Other Day Finding the Best Backup Sitter for an Existing Customer Using Maps How to Process Payments Remove Items from Payments Due Overview of Client Records Overview View Account Schedule New Job Client Notes Update Client Information Pets How to Work with New Client Queue How to View Schedule How to Manage Your Sitters View/Update Sitter Information Sitter Activity Report Sitter Compensation Process Log In Report Managing Sitter Applications My Settings General Options Manage Additional Services Manage Automated Payments Online Forms Set Fees Automated Letters Logo Email Footer Invoices Service Confirmation Message Credit Card Request Credit Card Update Message Visits Not Completed Message New Client Welcome Letter New Client Meeting Confirmation – Client New Client Meeting Confirmation – Sitter Archive Sitter Application Message Emailed/Archived Application Message Sitter Application Acceptance Edit Referral Categories Payment Settings Reports Dashboard Payments By Date Job History Sitter Compensation Clients Invoiced Weekly, Clients Invoiced Monthly reports Login Report Receivables Report Activity Report Referrals Invoices By Date Mass Emails Today’s Plan of Action review
