Critter Customer Management is crucial to building out a collaborative care plan. Through the professional and customer linkage, Critter Professional get access to their client's pet profiles. This step will walk through the following customer management ...
Adding new customers is the first step in the process of creating a new relationship with a client. In order to generate any bookings, invoices, or other communications we first need to add a customer. When we navigate to the "Customer" tab, we will see a ...
After we create customers, the customer profile becomes the hub for all key information. The profile includes the customer's name, phone, email, address, and onboarding status. If the onboarding is not complete, we can send a reminder to confirm that they ...
Navigating to the 'Pets' section of the pet profile allows us to connect with our customer's pet profile. This is where we can directly interact with their timeline and Care Plan. By selecting 'Spot', we're taken to our customer's pet profile. ...