Clients & Pets
Add a client and their pets
You can add a client two ways: invite them to join (they get an email to set up their own account), or add them yourself on their behalf (no email needed) - handy when you're moving existing clients over.
The short version
- Go to your clients and add a client.
- Either invite them by email, or add them manually on their behalf.
- Add their pets - just a name to start, with details later.
On your phone
- To invite a client: on the Clients tab, tap + Add Client, enter their name, email, and optional phone, and tap Send Invitation. They get an email to create their account.
- To add a client yourself (no email needed): tap Migration Center, choose Add manually, and enter their name (email optional) plus their pets. Use Save and add another to keep going, or Save and done.
On the web
- To invite a client: on Clients & Pets, click Invite Client, enter name and email, and click Send Invite.
- To add a client yourself: click Import, choose Add manually, and enter their details and pets. (You can also import from a CSV file or scanned paper records here.)
Good to know
- "Add manually" doesn't set up their login - it creates the client's record so you can book and bill them right away. They still create their own account later from an invite; until then they show as "Invited".
- Pets start with just a name - add breed, health, and vet details afterward from the client's profile.
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