Client Management
After filling out their info and adding pets (see Invites and Client Registration) the client will be able to request visits using their Scheduling > My ...
Sun, Jan 12, 2025 at 9:03 PM
Clients can request cancellation of any future visits (not same day) from their My Schedule page. Note that they are only REQUESTING cancellation; it is up ...
Thu, Oct 18, 2018 at 2:56 PM
Client Groups is a powerful tool that allows you to automatically group clients based on many different specifications. From there you can view and Me...
Thu, Oct 18, 2018 at 3:10 PM
A great way to get familiar with how your clients use the system is to login as one, which you can do without logging out of your current account! This is ...
Wed, Apr 8, 2020 at 4:17 PM
It is not recommended that you delete clients as you will permanently lose their client profile and all associated information (visits, invoices, pets, etc....
Thu, Oct 18, 2018 at 11:23 AM
You have a client manual which is automatically generated and completely personalized to your site. Not only is it branded with your design settings, but i...
Tue, Apr 14, 2020 at 11:26 AM
If existing clients register without an invitation code or a client with an existing login re-registers with an alternate email address this will result in ...
Thu, Oct 18, 2018 at 12:19 PM
Yes! You can set the primary pet by going to Petcare > Pet Profiles > Reorder. Find the client that you want to adjust and move the primary pet to the...
Thu, Oct 18, 2018 at 1:42 PM