< Your Data < Updating the Client Details

 

 

 

Navigation: Click the link "go to portal" from any Client's blue snapshot panel > Your Data

NOTE: CUSTOM FIELDS may change the appearance of this section in PSP.

Once logged onto the Client Portal, from the "Your Data" screen your client will be able to:

  • view and amend their personal details

  • view and amend their pet information, as well as adding new pets

 

How does the Client Update their Details? 

 

  • To view any of the different pages in "Your Data" click on the tabs on the left under "Client Details" (these may look different due to your custom fields settings).

  • To update any sections in "Your Data" click the "edit" option on the right of the screen. 

 

  • To edit the content of any of the pages or add a photo, click the "edit" option on the right of the screen.

  • The Client can type in their instructions in more detail in the panels on this page

  • A photo can be uploaded by browing for it on their computer then selecting the photo they choose

  • When happy with their page, they should click "Update" to save.

 

NOTE: their changes will instantly become visible in the admin interface in the client record, and also the staff interface dependent upon the access settings you have in your system.

NOTE: Custom Fields enables our pet sitting companies to create and develop their own environment within the CLIENTS & PETS pages in YOUR DATA within Pet Sitter Plus. This means that where your admin has introduced custom fields that are unique to your business, certain fields on our help screens may not look exactly the same as yours. We therefore can only provide explanations and descriptions of our standard system fields, and recommend you see your admin for more information.

 

If you wish to change the content and layout in this section, see Custom Fields for more information.