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Add / Edit Customers

How to add and edit customers in Scout

James Dixon avatar
Written by James Dixon
Updated over a week ago

To get started, select "Customers" in the left sidebar menu or click the icon below.

To add a new customer click the button in the top right corner of the application.

Customer Profile

To edit an existing customer profile, double click on an existing entry.
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To update the customer profile, click the "Actions" button to expand the menu

From the menu select "Update Profile"

Enter all required * and relevant fields. When you're finished, click save in the upper right corner of the application.

Required Fields:

  • First Name,

  • Last Name,

  • Email Address

  • Physical Address, and

  • Phone Number

Keys, Lock Boxes and Account Notes

In the profile tab, click update in the top right of the account details window to update home entry instructions.ย 

  • If you enter both a key number and a lockbox code, the Staff Mobile Application will only display the lockbox code for the pet sitter and exclude the key info from the daily key list.

  • Account notes are only visible to administrators.

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