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":

"Clients" dropdown menu on Dashboard with "Add New Client" selected

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 will 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 gives 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.  

Add A Client screen with Primary Information fields and option to send the Client Welcome Email

You can now add additional details about this client in the "Details" tab and add pets in the "Pets" tab:

Image showing client profile and arrow pointing to the "Details" tab

Here is a video showing how to add a new client:

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