Client Onboarding
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
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
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
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
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
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