Managing Client Keys
Managing client keys can be one of the most logistically challenging aspects of a pet sitting or dog walking company. Time To Pet makes managing keys easier with our Key Features!
In This Article
Adding A Key To A Client's Profile
You can add a key to a client's profile directly from the Keys tab by clicking the "New Key" button:
Each key includes a Key Name/Code. You can also assign where that key currently is (whether with the client, at the office or with a staff member):
Time To Pet allows you to generate a random code for each key you create. You can customize the length of the key code and decide whether to include numbers only or letters and numbers in the code.
Time To Pet will only return key codes that are not currently in use. This is a simple way to automatically generate key codes for keys you are adding into Time To Pet:
After adding a key, it will be listed in the Keys section. A client can have an unlimited number of keys. When the key changes hand, you can edit the key and re-assign it. For example - if the key is transferred from the office to a staff member, you can update the key. Time To Pet will also track the history of the key, and you can see the full history by clicking the "+ Show History" button:
Reviewing Keys In The Key List
You can see all keys in your Time To Pet account in the Master Key List. The Master Key List can be filtered by Status/Location and you can edit a key (and change the location) from the Master Key List as well. You can also Bulk Reassign Keys (for when you need to change the location of multiple keys at once).
The most common place to see Key Reporting is in the Daily Summary. You can toggle on "Show Missing Keys" and when a staff member has a scheduled event for a client and does not have the key in their possession, Time To Pet will show a "No Key" icon:
You can also view a Client Key Report in the Keys section. This report allows admins to see a list of client keys to determine how many keys may be missing. In the "Keys No Longer Needed" tab, this report will show which staff have in their possession keys that they no longer need (because they have no scheduled visits for that client in the future).
In Staff & Client Reporting, you can also generate a report of clients with or without a key on file:
No Key Required
For client's that have a lockbox, a keypad or don't require a key - you can set that client as "No Key Required" in the Keys tab of the client's profile. If a client is set as "No Key Required", the "No Key" icon will not appear for events for that client.