Client Onboarding
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
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
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
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
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
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
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