Basic Client Search and Add
The Clients tab acts as your digital business directory. This is where you manage pet and owner information independently of the booking flow.
- Searching for a Client: Use the search bar at the top of the Clients tab. You can type either the owner's name or the pet's name to filter your list instantly.
- Adding a Client Manually: If you want to register a client before they book an appointment, tap the + button in the Clients tab.
- Building Pet Profiles: When adding a new client, you’ll create a pet profile associated with that specific owner. If a household has a whole pack, you can easily add multiple pets to a single client profile!
- Quick Access to Contact Info: Tap on any client in your list to view their saved phone number. From here, you’re just a tap away from reaching out to a pet parent.