Step 1: Creating a Professional Profile

Critter allows for you to create a new account and hit the ground running right away. There are six main steps to build out a Critter Professional Profile:

1. Creating a New Account
2. General, Contact, Social Information and Photos
3. Setting-Up Service Offerings
4. Adding Policies for Onboarding Process
5. Configuring Finances
6. Scheduling and Other Settings

The onboarding video below will take you through the end to end process of creating a professional account.

 

Additional details can be found in the creating a professional profile walkthrough guide. 

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The next step in the onboarding process is adding and managing customers. This will walk through how to invite and add new customers, assign them to the onboarding process, communicate, and build out the collaborative care plan.