Getting Started: Adding Clients

TABLE OF CONTENTS

• 1. Access Your Clients Icon
• 2. Enter Basic Client Details
• 3. Add Additional Client Details
• 4. Add Client Pets
• 5. Add Additional Pet Details
• 6. Client Search

1. Access Your Clients Icon

• Select the client icon.
• Select "+New."

2. Enter Basic Client Details

• Add client First Name and Last Name
• Add Pet Name(s) in "Schedule Ref"
• Add Client Email Address (the email they will use to login to the Client Portal)
• Select "Create"

3. Add Additional Client Details

• Add client details such as Email, Phone, and Address.
• Click "Update."

• Add additional client details by selecting other client "pages" such as "Access to Property."
• Add necessary details such as Alarm Instructions.
• Click "Update."

4. Add Client Pets

• Add a client pet by selecting "+ New Pet."
• Add "Name" and select pet "Type."
• Click "Create Pet."

5. Add Additional Pet Details

• Add additional pet details such as Breed, Date of Birth and Gender.
• Click "Update."

• Add more details by selecting other pet "pages" such as "Feeding & Medication" or "Pet Notes."
• Add necessary details.
• Click "Update."

6. Client Search

• Once your clients are entered, use Client Search to find the client you need. 
• Select the "Clients" Icon. Use one of 3 options to search:
  • Select "Show All"  for a list of all Active Clients.
  • Select a letter, such as "S" to list all Active Clients whose last name starts with that letter.
  • Use the Search bar, which search by First Name, Last Name, Email, Phone and Pet Name.
• Access the Client Account, by selecting the blue client name.

Signposts...