Step 2: Adding and Managing Customers

Customers are the connection between the Critter Professional App and the companion Pet Owner Application. Adding, managing, and communicating with customers is the core pillar of running a pet professional business. Critter aims to create a model that focus on simple customer and professional relationship management. This section of onboarding focuses on the steps needed to add, manage, and interact with our customers. We must add customers before creating any booking. The steps to add and interact with customers are listed below: 

1. Adding a new customer
2. Inviting a new customer to join Critter
3. Associate Pets with Customers
4. Understanding the Customer Profile
5. Interacting with Customers via Direct Messages
6. Understanding the Pet Profile: Timeline and Care Plan
7. Uploading Customer Data

The onboarding video below will take you through the end to end process to add and manage a customer. 

 

Additional details can be found in the detailed process steps for adding a customer. 

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The next step in the onboarding process is creating a booking. This will walk through how to schedule an appointment, process a customer request to book, and submit a service report