Client details
First and last name, email, phone and address, when the file uses a recognized column name.
Sitterly imports your client and pet records from a file and shows you every row before it writes one. Schedules, pricing, messages and payment history do not come through the file. We cover each one below, so you can plan the week you switch with no surprises.
Clients and their pets, previewed and de-duplicated. The parts a sitter needs on the first visit.
First and last name, email, phone and address, when the file uses a recognized column name.
Pet name, species, breed, weight and notes, when those values are in the same export.
Mapped rows appear first, with counts, and a warning for any client who has neither an email nor a phone number.
Clients are matched by email or phone. A new pet is added to an existing client when that pet name is not already there.
Four steps, in this order. Most owners finish in under an hour.
Step 1
From your current system, or from the spreadsheet you keep. One file.
Step 2
Time To Pet, Gingr, PetExec, or the generic client and pet mapping.
Step 3
Unique clients, pets, and the rows missing a way to reach the client.
Step 4
Your clients and pets are added, and the summary shows what came in, what was skipped and what could not be imported.
These do not move through a file, and we would rather say so here than surprise you in week one.
Sitters, availability, future bookings, assignments and weekly plans are set up in Sitterly, not imported.
Services, durations, rates, add-ons and pricing rules are yours to set. Most businesses do it in an afternoon.
Message history, payment records and card details stay in the old system. Clients add a card again, once.
Past bookings, signed terms and card authorizations are not carried over. Keep the old export as your record.
Start with your clients and your week. Keep the old system running beside it until Sitterly has done a real week without you reaching for anything else.