< Your Data < Uploading a Photo or Document

 

 

 

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.

Photos and Documents can be uploaded to any of the tabs on both the client record and pet record, provided you have set up and enabled a custom field to allow this.

 

Various file formats are allowed, and a maximum file size of <15Mb is requested:

  • TIFF

  • JPEG

  • PNG

  • PDF

  • DOC

  • DOCX

  • XLS

  • XLSX

  • TXT

  • similar filetypes to the above are acceptable

 

How does the Client Upload a Photo? 

 

  • To upload a photo, browse on your computer to find the photo to be uploaded.

  • Click "select" or "open".

  • When happy with the photo, click "Update" to save it.

 

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

 

How does the Client Upload a Document? 

 

  • Choose the correct tab from the list on the left of the screen.

  • Click the "edit" option from the right of the screen.

 

NOTE: The Admin must have enabled the correct field type to allow documents to be uploaded within the section.

  • To upload a document, browse on your computer to find the file to be uploaded.

  • Click "select" or "open".

  • When happy the file has uploaded successfully, click "Update" to save it.

 

NOTE: their changes will instantly become visible in the admin interface in the pet 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.