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Getting started · Guide 3

Add a client and their pets

Add a client to your book and register their pet — the records everything is built on.

For
Every pro
Time
~1 min
Before you start
After Get started
  1. 1

    Open Clients and click + Add client.

    Add a client and their pets — step 1
  2. 2

    Enter their name, phone, and email. Tick Add a pet after creating client.

    Add a client and their pets — step 2
  3. 3

    On the New Pet form, add the pet's name, species, and breed, then Create.

    Add a client and their pets — step 3
You're done

The client's profile now shows their pet, booking history, and balance — all in one place.

Add a client and their pets — result