Client Onboarding

Adding Client & Pet Profiles
Introduction Each household you serve needs two kinds of records: Client Profile — stores the people-side information (contact, home details, billing...
Mon, Jun 23, 2025 at 9:31 PM
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...
Mon, Jun 23, 2025 at 12:51 PM
Client Registration
The portal includes the ability for clients to register for an account, fill out their info and pets and request their own visits. This is an optional feat...
Mon, Jun 23, 2025 at 12:57 PM
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 ther...
Tue, Feb 28, 2023 at 9:02 PM
Client Agreements
Any forms and policies that only require a signature can be added using the Operations > Agreements page. When clients initially create an account on yo...
Mon, Jun 23, 2025 at 12:42 PM
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 to...
Mon, Jun 23, 2025 at 12:55 PM
Client Onboarding FAQ: adding forms
How can I add my forms to the portal? It's not possible to upload or import PDF or DOC forms to use in the portal. Instead, the contents of these forms...
Mon, Jun 23, 2025 at 12:33 PM