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 click the blue "New Client" button:
Enter the client's basic information here (you can add more details on the next screen). If you have a linked In-Home account, you'll also have the option to add the client to In-Home. Decide whether to send the Client Welcome Email now or later—you can uncheck the box to skip it and send it later if needed.
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:
