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.
Check out this video from our Customer Experience Team on adding a client in 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). 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 later.
Note: The Welcome Email is an automated email sent to your client that includes the link they need to click to activate their client account. The content in this email can be customized in Settings > Company Settings > Messaging
Once you've created the client, you can add additional details in the "Details" tab of their profile and add pets in the "Pets" tab:
If you get a notice that says "A client already exists with this email" it means there is an active or inactive client set up under this email address.
You can search both your active and inactive client lists by email to locate the account. If you want to use the existing account and it is currently inactive, you can open the Quick Actions menu on the client profile and click "Re-Activate" to make the profile active again. If you would rather use a new profile, you'll need to edit the old one and remove the email address from the "Details" tab before adding the new client account.
Adding A Client From The Time To Pet App
In the Time To Pet App, for Admins and Office Managers with permission, click the "plus sign" button in the upper right-hand corner of the Client List to add a new client easily. This will direct to the Dashboard to complete the process.
