Client Onboarding

Getting Started #3: Adding Client & Pet Profiles
Client Profiles Each client that you service must have a profile where their personal, contact and home information is saved. These are managed from the...
Tue, Mar 24, 2020 at 11:21 AM
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...
Sat, Jan 11, 2025 at 7:38 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 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...
Thu, Oct 18, 2018 at 11:57 AM
How can I add my forms to the system?
It's not possible to upload or import PDF or DOC forms to use in the system. Instead, the contents of these forms will be converted to a digital format ...
Thu, Oct 18, 2018 at 1:38 PM
Policies (for Client Agreement)
Any forms and policies that only require a signature can be added using the Resources > Policies page. When clients initially create an account on your ...
Fri, Mar 7, 2025 at 9:19 AM