Facility: Adding A Client

Every facility pet-care business needs clients! In this article, we will review the steps for adding a client to Time To Pet Facility.

Adding A Client

To add a client, first, select the "Clients" tab on the sidebar and select "Add New Client":

screenshot of clients menu with red box around Add New Client button

Next, you can enter some basic information about this client (don't worry, you can enter more detailed information on the next screen). 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 later.

screenshot of add a client screen

Note: The Welcome Email is an automated email sent to your client that includes the link they need to click to activate their client account. The content in this email can be customized in Settings > Company Settings >  Messaging

Once you've created the client, you can add additional details in the "Details" tab of their profile and  add pets in the "Pets" tab:

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.