Adding customers, keeping their details up to date and giving them portal access.
Adding a new customer with their contact details, then adding their animals underneath them.
Finding your way around a customer record, editing their details, and setting a customer to not active.
Inviting a customer to the customer portal so they can see bookings, manage pets and pay online.
Finding customers recorded twice, choosing the master record, pairing their animals and merging them.
Keeping private notes on a customer: what to record, who can see them, and what belongs on the animal instead.
Recording each customer's preferred staff member, and letting customers choose who they book with online.
Sending one email to many customers with Mass Email: choosing the audience, the recipient count and your blast limit.
If you can't find the answer here, raise a ticket from inside PetDesk and it comes straight to us.
