Managing Clients
Imported from Helpscout
22 articles
- When Time To Pet Emails Your Clients
- Understanding Client Balances
- Send Or Resend Client Welcome Email
- Removing A Pet For A Client
- Processing Prospective Client Account Requests
- Preferred Staff, Past Staff And Do Not Schedule
- Pet Parent Onboarding
- Marking A Client As Inactive
- How To Reactivate An Inactive Client
- Documents
- View Client Service Request History
- Charging A Client
- Changing A Client's Password
- Best Practices For Onboarding Clients To Time To Pet
- Applying And Redeeming Client Credit
- Allowing New Clients To Create An Account And Setting Up The New Client Form
- Adding Custom Rates For A Client
- Best Practices For Creating A Waitlist
- Best Practices For Maximizing Tipping
- Best Practices For Updating Legacy Client Rates
- Change And Cancellation Requests As A Client
- Gift Cards