Adding A Client
Every pet sitting and dog walking business needs clients! In this article, we will review the steps for adding a client to Time To Pet. To add a client, first, select the "Clients" tab on the sidebar and select "Add New Client":
Next, you can enter some basic information about this client (don't worry, you can enter more detailed information on the next screen).
This basic information can include the client's name, email address, and phone number. You can also select whether or not you want to send the Client Welcome Email at this point. You can always uncheck this box and send the Welcome Email at a later point. The Welcome Email is an automated email sent to your client that provides them the information they need to activate their client account. This email can also be customized in Messaging Settings if you would like to adjust the content.
You can now add additional details about this client in the "Details" tab and add pets in the "Pets" tab:
Here is a video showing how to add a new client: