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 Schedule page. To...
Thu, Jun 19, 2025 at 6:07 PM
Clients can ask to cancel any upcoming visit from their Schedule. By default, same-day visits are not eligible—unless you enable Allow Clients to Request...
Tue, Jun 24, 2025 at 3:49 PM
Profile Change History lets you see exactly what was edited—old value versus new value—on any Client or Pet Profile during the past 90 days. How it loo...
Mon, Jun 23, 2025 at 9:25 PM
Client Segments is a powerful tool that allows you to automatically group clients based on many different specifications. From there you can view and Messa...
Thu, Jun 19, 2025 at 1:20 PM
A great way to get familiar with how your clients use the portal is to login as one, which you can do without logging out of your current account! This is ...
Mon, Jun 23, 2025 at 12:47 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....
Mon, Jun 23, 2025 at 12:56 PM
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 ...
Mon, Jun 23, 2025 at 12:56 PM
You can set the primary pet by going to Profiles > Pets and then use the View > Reorder button in the top bar. Find the client that you want to adjust...
Thu, Jun 19, 2025 at 1:21 PM
You have a client manual which is automatically generated and completely personalized to your portal. Not only is it branded with your design settings, but...
Fri, Jun 20, 2025 at 9:03 PM
Clients sometimes need to adjust a visit that has already moved past the “Requested” status—for example, swapping a time block, adding an addon, or adjustin...
Mon, Jun 23, 2025 at 11:29 AM