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Customers and pets
Customers and pets
Client records, pets, vaccinations and wallet balance.
How to add a customer and their pets
Add the customer and at least one pet, because a booking is always for an animal.
How to import your customers from a spreadsheet
Bring your existing customers, their pets and their vaccination records in from a spreadsheet instead of typing them one by one.
How to send a new customer your form to fill in
Send someone your enquiry form over WhatsApp so they enter their own details and pets, instead of you taking them down the phone.
How to export your customer list
Get your customers out as a file for a spreadsheet or your accountant. It arrives by email rather than downloading.
How to find everything about one customer
Their pets, bookings, invoices, reminders and notes all sit on one page.
How to record a pet's vaccination
Save the vaccination and its expiry, so you are warned before it runs out.
How to archive a customer and bring them back
Take a customer out of the main list without losing anything they did.
How to delete a customer, and what it takes with them
Deleting is permanent and removes their pets, bookings and related records. Archiving is the reversible one. Here is the difference and where to find the deleted list.
How to archive a pet and bring it back
Take a pet off your day to day lists without losing its history, find your archived pets, and unarchive one.
Track a pet's medications
Record a pet's ongoing medication on their profile, so any staff member can see what they are on.
How to review changes a customer asked for
Check, accept or turn down the edits customers submit to their own details through your onboarding form.
