Pawtastic Basics
-
How to add a new client
Select + NEW at top of your home page
You must be logged into your account to access this feature
Complete all required fields and hit ‘sign up’
Client will be sent log in instructions via email
-
How to search for a new client
Parent search is located at the top of your home page
You must be logged in to access this feature
You can search via pet parent name, dog name, email address, or primary phone number
-
How to add a new dog to an existing client
Search for client file
Open client file
On the left side of page under ‘Additional Contacts’ locate ‘Add Dog’
Select ‘Add Dog’
Complete required fields and save
-
How to update Billing Tab or Credit Card
Search for client file
Open client file
Select Billing Tab
Update Credit Card and hit save
-
How to access and use ‘Waiting List’
Select ‘your name’ in upper right corner
Select ‘Waiting list’ from drop down menu
Select ‘Location’ of list you want to access
Select ‘Book’ to book client on schedule
As long as ‘book’ is selected from waiting list, the appointment that is being moved up will be automatically deleted.
Select ‘Remove’ if you no longer want client on the waiting list
Select the ‘Contacted’ box to track if you have offered appointments to client
Scrub Club
-
How to enroll a dog in Scrub Club
Search for client file
Open client file
Select Scrub Club tab
Select home location
Select ‘Enroll’ circle
Save
-
How to Check in a dog to Scrub Club
Search for client file
Open client file
Select Scrub Club tab
Select check in location
Hit Check In
-
How to Unenroll Client from Scrub Club
Search for client file
Open client file
Select Scrub Club tab
Select ‘Unenroll’ circle
Save
(client will be un-enrolled at the end of the billing cycle)