Adding a client

Adding a client **

Adding a client

 

To add a client, click on File, New Customer.



You are required to enter a first and last name, but all other information is optional.  



You can add up to 5 phone numbers.  Click here for instructions on setting up the phone labels.

 

 

You are able to attach a picture to the client card.  Click here for instructions.



Click here for instructions on adding a pet.



On the General Information tab, you can add warnings, set up text messaging, add notes and attach documents.



Click here for info on warnings.



Click here for instructions on setting up text messaging.



Click here for instructions on adding documents.

 

 

 

The Financial tab will track invoices/receipts for that client.



Click here to learn about Discounts.



Click here to learn about Deposit Requirements.

 

 

 

The Packages tab lets you sell packages to the client.  You can sell packages for any module.



Click here for info on Boarding packages.



Click here for info on Daycare packages.

 


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