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Managing Clients

  • Adding A Client
  • Adding A Pet To A Client
  • Adding The Client Portal Tag To Your Website
  • Allowing New Clients To Create An Account
  • Applying And Redeeming Client Credit
  • Best Practices For Onboarding Clients To Time To Pet
  • Charging A Client
  • Client Request History
  • Documents
  • Exporting Client Data & Mapping Locations
  • Exporting Pet Data And Filtering By Birthday
  • Gift Cards
  • Logging Into Client Portal As Client
  • Managing Client Keys
  • Managing Vets
  • Marking A Client As Inactive
  • Pet Settings
  • Pet Vaccinations
  • Send Welcome Email Or Resend Welcome Email To Clients
  • Showing Credits And Open Payments In The Client Portal
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Categories

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  • Messaging
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  • Using Time To Pet As Staff
  • Visit Report Cards
  • Configuration & Settings
  • Services & Packages
  • Managing Clients
  • Scheduling
  • Invoicing
  • Managing Staff
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  • Best Practice Guides
  • Video Help Articles
  • FAQs
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