Click on New Clients (it’s in red because you have a new client in there)
Click on Print to view their information (we try to get all new clients to enter as much info as possible, but unfortunately not everyone proactively does that)
- Please review the New Client Meeting INSTRUCTIONS
Click on Edit to enter the client’s info (after you’ve met with the client or even during the meeting – whichever is the easiest for you)
Fill out as much information as you can on this screen.
At the bottom, please change the Key Kept With field from Office to either Client (if the client didn’t give you the key) or to your name from the drop-down menu.
Click Add Pet Record. Add each pet one at a time.
Once all pets have been added, click Submit For Scheduling.
Specify dates (one row at a time, add more rows if needed – see example below) and times of visits. Click Submit.
Now the New Client Meeting is complete, and it will automatically show up in your Timesheet. Sometimes the system may put “$0” as your rate, sometimes it will say “$10”. You’ll need to manually change it from $0 to $10 if that happens.