Syncing Clients & Staff To Both Softwares

When you have both softwares, In-Home and Facility, you may find you want to sync clients from one software to the other. For example, client Bob likes to use In-Home for your dog walking services for the pet-care side of your business but wants to request your Boarding services at your Facility. An account for the client can easily be "synced" to your Facility account, so they can easily request Facility services.

This also applies to staff who need access to both softwares. You may have staff who provide dog walking services for your In-Home company but they also work at your Facility.

Note: These steps can be used for syncing clients or staff from Facility to In-Home and vice versa.

Syncing Clients From One Software to The Other

Adding a client from one software to the other can be done in just a few clicks! Once added, the client will have immediate access to both softwares.

Navigating to a client's profile, under the client's name, click the "Add to Facility" or "Add to In-Home" box:

Once clicked, you will see a pop-up to confirm. Click the "Add Client To Facility" or "Add Client To In-Home" button to confirm:

Once clicked, you will see two badges below the client's name, confirming the sync:

You can click on either of the badges for In-Home or Facility under the client's name to take you to the client's profile in the selected software.

Syncing Staff

Syncing a staff member to the other software can be done in just a few clicks! Starting in your Main Staff List, click on select staff member's name to open their profile. To sync staff to either Facility or In-Home click the "Add To Facility" or "Add To In-Home" box:

Once clicked, you will see a pop-up to confirm, click the "Sync Staff to Facility" or "Sync Staff to In-Home" button to confirm:

Once clicked, you will see two software badges below the staff member's name, confirming the sync:

You can click on either of the badges for In-Home or Facility under the staff member's name to take you to their profile in the selected software.

FAQs

Q: If I sync my client from one software to the other, can I remove their access to the other software?

Yes! For example, if you synced a client from In-Home to Facility and no longer wish them to have access to their In-Home account, you can make them Inactive In-Home after syncing to Facility.

Q: What happens when I sync clients?

Clients will have the same seamless experience with no major changes but will now have access to the other software. Learn more about clients using both software in our help article here: Clients With In-Home & Facility Accounts

Q: Will clients need different login credentials for each software?

No. Clients will use the same login credentials. They will be able to access their information, pet information, schedule, invoices, and so forth for both softwares in one location via their Client Portal or App

Q: What happens when I sync staff?

Once a staff member has been synced to the other software, they will have immediate access and can login with their usual login credentials. The two softwares will operate separately for staff. However, Scheduler and Admin roles will have the ability to toggle between both softwares at the top of the page in Time To Pet.

Q: When I sync staff to Facility, will they have a Facility Mobile App?

No. There is no Mobile App for staff in Facility. However, staff can access their Staff Dashboard on a web browser to view their Shift Schedule, Front Desk Mode, and more! Learn more about staff using Facility in our help article here: Using Facility As Staff

Q: What role will my staff be when synced from one software to the other?

When staff are synced from one software to the other, their roles will be set to the "base" role: "Staff/User" in In-Home and "Tech/Runner" in Facility. A staff member's role can easily be changed; learn how to do so here: How To Change A Staff Member's Role