Managing Clients
Imported from Helpscout
20 articles
Adding The Client Portal Tag To Your Website - Video
Allowing New Clients To Create An Account And Setting Up The New Client Form
Applying And Redeeming Client Credit
Best Practices For Onboarding Clients To Time To Pet
Changing A Client's Password
Charging A Client
Client Request History
Daily Summary
Documents
Exporting Client Data & Mapping Locations
Exporting Pet Data And Filtering By Birthday
How To Reactivate An Inactive Client
Marking A Client As Inactive
Pet Parent Onboarding
Preferred Staff, Past Staff And Do Not Schedule
Processing Prospective Client Account Requests
Removing A Pet For A Client
Send Or Resend Client Welcome Email
Understanding Client Balances
When Time To Pet Emails Your Clients