Help / Clients and pets

Add a client and edit their household

Create a household with its first pet, then edit contact details, address, notes and tags.

Who can do this: Owner, Manager and Front desk.

Steps

Open Clients. Search by name, email or phone, or filter by tag.
To add one, press Add a client. Fill in Household name, Phone and/or Email (one is required), the optional address, and the first pet's Pet name, Species, Breed and Weight (lb). Press Add client. If a match appears under Already a client?, open that one instead.
To edit, open the household. Under Contact click a value or its pencil (for example Edit phone), change it and save.
Address: press the pencil beside Address and fill in Address line 1, Address line 2, City, State / region, Postal code and Country, then Save.
Edit Household notes for gate codes, parking or who to ask for.
Tags: type in Add a tag, pick Good or Take care, and press Add. Press the x on a tag to remove it.
Add pet adds another pet. Book in the calendar takes you to the calendar.

Phones are tidied to the form 916-555-0100.
When you edit a phone or email that is already on another household you see Possible duplicate client with a link. The change is still saved.
The client page also shows upcoming appointments, visits, groom notes, balances, recent totals, and Message consent (Email, Texts, Marketing texts; no answer on file counts as no).

"Give a phone number or an email.": A household needs at least one.
"Enter a phone number with its area code, e.g. 916-555-0100.": Include the area code.
"Name the pet.", "Add at least one pet." or "Weight must be above zero.": Fill in the first pet's name and a weight above zero.
"Keep it to 20 tags." or "Keep a tag under 40 characters.": Remove a tag or shorten it.