For a general overview of System Settings, see System Settings Overview.

Registration

  • Clients Can Create Own Account – Enabled by default, allowing clients to create their own profiles and request service. If disabled, clients must be invited manually. See Inviting Clients for details.
  • Allowed Zip Codes – Adds a Zip Code field to the registration page, restricting registrations to approved Zip codes ONLY. Clients who have been Invited are exempt from this restriction.

Dashboard & Interaction

  • Client Dashboard Message – Displays a custom message on the client’s Dashboard, useful for instructions or promotions.
  • Trip/Travel Information - Clients can add separate travel details on the My Schedule page, which are connected to all visits during the trip.
  • Clients Can Rate Visits – Allows clients to provide ratings and feedback on completed visits, aiding in service quality monitoring.
  • Require Clients to Occasionally Review Profile/Pets – Blocks new requests until clients review their profiles. Set a longer interval—or Disable—to minimize interruption. See Client Experience Best Practices for more details.

Profiles & Fields

Note: It is important to configure Client Fields and Pet Fields before adding clients to the system to ensure consistency and prevent data issues.

  • Client Fields & Pet Fields – Controls which fields appear on client profiles. Fields can be set to:

    • Show – Optional for clients
    • Required – Must be completed before saving
    • Hide – Not visible to clients

  • Fields can be renamed and reordered through Administrative > Tools > Swap Client Fields.

  • Special Profile Fields (Cannot be repurposed for general input)

  • Primary Phone – Clients select between Cell, Work, or Home.

  • Alternate Email – Requires a valid email address.
  • Home Alarm System – If "Yes" is selected, additional alarm fields will appear.
  • Secure Yard Fence – Options include N/A, Standard, Invisible, or Electric.
  • Pool Type – Options include N/A, Inground, Above Ground, or Indoor.
  • Trash/Recycling Pickup Day(s) – Multiple choice selector for days Monday through Sunday.
  • Client’s Vet – Clients select from registered vets or add a new one.
  • Specific Animal Fields – This setting allows pet fields to be hidden based on the selected animal type. If a required field is hidden, it will no longer be mandatory.
  • PetIQ – AI‑generated overview of each pet profile, giving staff a quick snapshot.
  • New Client Checklist Choices – This feature is used internally to track the progress of a client through onboarding. It is not visible to clients and can be customized to match the business’s internal workflow.

Tags

  • Tags – Tags allow for filtering and categorization of clients and staff within the system. You can assign multiple tags to each individual and use them to organize reports, filter lists, and manage interactions more efficiently.