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 Onboarding 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":

screenshot of clients menu with red box around Add New Client button

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.

screenshot of add a client screen

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:

screenshot of client profile with red arrow pointing to Details tab

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