Client Management

Invites and Client Registration
Inviting Clients You may want to Invite clients to create a Client Login if you have already created their Client Profile. This process will allow them...
Wed, Apr 8, 2020 at 2:09 PM
Client Service Requests
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 ...
Thu, Apr 9, 2020 at 3:01 PM
Client Visit Cancellations
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 Visit Confirmation Emails
By default the system will send out daily "Service Confirmation" and "Service Cancellation" emails to clients, keeping them up to date o...
Wed, Nov 20, 2019 at 12:38 PM
Client Groups
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
Logging in as a Client
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
Deleting Clients
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
Attaching Files to Client and Pet Profiles
You can upload and attach files to clients and pets. Here's how it works: On the Petcare > Client Profiles and Petcare > Pet Profiles pages the...
Thu, Oct 18, 2018 at 2:58 PM
Client Manual
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
Client Forms
The Client Forms are used to create supplemental digital forms to the Policies and client/pet profiles (Client/Pet Fields) - if you're unsure of what t...
Thu, Oct 18, 2018 at 11:57 AM