Pet Parent Onboarding

Our Pet Parent Onboarding tool lets you build a customized onboarding experience for your clients. This tool helps guide your new clients as they create their accounts and complete the information that is important to your business. When the options below are enabled, new pet parents will be directed to complete all of their information as they are activating their account for the very first time.

In This Article


Settings

Pet Parent Onboarding can be configured in the Portal Settings section of your Time To Pet account.

Create Password - This is a required field as all pet parents need a password. Clients are prompted to create their passwords during this step.

Sign Agreement - If you have Client Agreements enabled, your clients are prompted to review and e-sign any required agreements your business has created.

Update Info - This step prompts your clients to review and update the client fields you have enabled. This information normally includes contact information, address information, etc.

Add Pet - This step prompts your clients to add pets and update pet information. Clients can add multiple pets during this step.

Payment Method - This step prompts your clients to add or update a payment method. Please note that a new ACH payment method can only be added when a pet parent is making a payment. Therefore, only debit/credit card payments can be added during Pet Parent Onboarding.

Welcome - This final step allows you to create a custom “Welcome Message” that is shown to your clients at the end of the Pet Parent Onboarding tool. A link to download the Time To Pet client app is also included here.


Pet Parent Experience

Based on your settings from above, your clients will have a unique, custom experience when they activate their new pet parent accounts with your business. Below is an example flow for a business.

Create Password

When a new pet parent client is activating their account, they are first prompted to create their password. This is a required field as all pet parents need a password.

Sign Agreement

If your business has any Client Agreements enabled, your pet parent will be prompted to review and sign the agreement or agreements.

Time To Pet will show your pet parent a summary of the agreement or agreements they have signed before moving on to the next step.

Update Info

This step will prompt your new pet parent client to review and update all of the information fields you have completed for them.

If a pet parent has completed all of their information, they can complete this step. Some pet parents may not have time to complete all of the fields immediately. If they do not have time, we allow them to save their progress and finish later. 

If they have selected Save and Finish Later, they will be shown this message.

Add Pet

In this step, your pet parent client is prompted to add a pet (or pets) and update the information for their pets.

Similar to the Update Info step, If a pet parent has completed all of their information, they can complete this step. Some pet parents may not have time to complete all of the fields immediately. If they do not have time, we allow them to save their progress and finish later.

If they have selected Save and Finish Later, they will be shown this message.

Payment Method

If you have selected the Payment Method option, Time To Pet will prompt your customer to add a payment method in this step.

Your client can also view and manage cards from this view.

Welcome Page

Lastly, your pet parent client will be shown the custom welcome message you have created for them. We also include links for the pet parent to download the Time To Pet client app if they choose to do so.

Skipped Steps

If a pet parent has skipped any steps, they will be shown a notification on their Portal Home Page to complete these steps.

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