Sitter Pro Setup Checklist

Getting started with new technology can be overwhelming and even scary at times.  But don’t worry- your friendly Sitter team has created a checklist to help you through this process.   We’ve identified the key activities you’ll need to complete and linked them to supporting articles if you need more help on a specific topic.  It’s now as easy as 1-2-3!

1

Prepare

Review these articles and documents to learn about the Sitter Pro Software platform and help you prepare for getting access to the system.

2

Set Up

Once you have access to the platform, you will have 4 sections to set up that comprise your profile.  Then, you will  load your clients and caregivers into the system and assign them to services.

3

Communicate & Launch

Once everything is set up, you’ll need to communicate the launch to your stakeholders.  Review these Change Management Tips for details on how and when to communicate.

  • Craft your business profile
  • Set service areas
  • Create default policies and rates
  • Configure services and rates
  • Load clients
  • Load caregivers
  • Assign caregivers to services
  • Communicate with caregivers
  • Review caregiver profiles (hint: here are some best practices)
  • Take a ‘test run’
  • Communicate with clients
  • Let the bookings flow!

See?!?!?!  Now wasn’t that easy? 

Congratulations on getting everything set up! And even better, now you have an awesome software system set up for your business!