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Critter Onboarding
Overview: Critter Onboarding
Overview: Critter Navigation
Step 1: Creating a Professional Profile
Step 2: Adding and Managing Customers
Step 3: Create and Manage Bookings
Step 4: Invoicing and Accepting Payments
Additional Resource: Your Customer (the Pet Owner) Experience
Additional Resource: Critter Subscription and Bookings Based Pricing Overview
Creating a Professional Account
1. Step-by-Step Process to Create a Professional Account
1.1 Creating a New Account
1.2 General, Contact, Social Information, and Photos
1.3 Setting-Up Service Offerings
1.4 Adding Policies for Onboarding Process
1.5 Configuring Finances
1.6 Other Settings, Show Prices
Adding and Managing Customers
2. Step-by-Step Process to Add and Manage Customers
2.1 Adding New Customers
2.2 Customer Management
2.3 Linked Pets and Pet Profile
Creating and Managing Bookings
3. Step-by-Step Process of Creating & Managing Bookings
3.1 Overview of the Scheduling Tab
3.2 Creating a New Booking
3.3 Creating a Recurring Booking
3.4 Creating a Booking from a Customer Request
3.5 Updating Service Report and Posting to Customer Timeline
3.6 Messaging Customer and Navigating to Care Plan from Booking
Invoicing and Accepting Payment
4. Step-by-Step Process to Create and Manage Invoices
4.1 Creating a New Invoice
4.2 Link Bookings to New Invoices
4.3 Adding different charges (taxes, add-ons, discounts) to an invoice
4.4 Accepting Payments
4.5 Customer experience when receiving an invoice and submitting payment
Tips & Tricks
Using Service Reports and Timeline to Communicate with Pet Owners
Walkthrough of the Customer Profile Set-Up
The Customer's Experience Using the Critter Platform
In-App Payment and Invoicing Process
Creating, Managing, and Invoicing for Overnight and Multi-Day Bookings
Adding & Managing Employees
Determining the Right Place & Way to Capture Information
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Overview
Your Customer Experience
Your Customer Experience