Time To Pet

Learn about sending report cards in facility in Time To Pet.

Facility: Sending Report Cards

Set up and manage credit card or ACH payments using Time To Pet Payments.

Facility: Credit Card Processing

Learn about managing pet vaccinations in Time To Pet Facility.

Facility: Pet Vaccinations

Learn about setting up Report Cards in Time To Pet Facility.

Facility: Report Cards

Learn how to create, manage, and require e-signatures for client agreements in Time To Pet

Facility: Client Agreements

Learn about the client and pet fields in facility in Time To Pet.

Facility: Client And Pet Fields

Guide for new clients to create an account and request services through the client portal.

Facility: Allow New Clients To Create An Account

Learn how to manage company settings in Time To Pet Facility.

Facility: General Company Settings

Learn how to manage messaging settings in Time To Pet Facility.

Facility: Messaging Settings

Learn how to schedule messages in Time To Pet Facility.

Facility: Scheduled Messages

Learn how to manage Saved Replies in Time To Pet Facility.

Facility: Saved Replies

Learn how to export pet data and filter by birthday in Time To Pet Facility.

Facility: Exporting Pet Data And Filtering By Birthday

Learn how to manage the QuickBooks online integration in Time To Pet Facility.

Facility: QuickBooks Online Integration

Learn how to manage theme settings in Time To Pet Facility.

Facility: Theme Settings

Learn how to use client reporting in Time To Pet Facility.

Facility: Client Reporting

Learn how to understand the different financial reports in Time To Pet Facility.

Facility: Understanding The Different Financial Reports

Learn how to manage advanced notification settings in Time To Pet Facility.

Facility: Advanced Notifications Settings

Learn how to manage the Dropbox integration in Time To Pet Facility.

Facility: Dropbox Integration

Learn how to diagnose notification issues in Time To Pet Facility.

Facility: Diagnosing Notification Issues

Learn how to manage scheduler settings in Time To Pet Facility.

Facility: Scheduler Settings

Learn how to set business hours in Time To Pet Facility.

Facility: Business Hours

Learn more about Notifications for Clients and Staff

How can I manage notifications and messages for clients, staff, and shared accounts in Time To Pet?

Katie

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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