Client Management
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
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
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
By default the system will send out daily "Service Confirmation" and "Service Cancellation" emails to clients, keeping them up to date o...
Thu, Oct 7, 2021 at 3:36 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 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
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
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