Customer Information sheet

• Related Articles

• Inactive clients and pets

  You can set a client or pet as inactive by checking that box on the right side of their client or pet card. Client card: Pet card: If you make one pet of the family inactive, you can open the client card, Pets tab to see it listed there.  It will be ...

• Number of clients/pets in the database

  To see how many active clients, inactive clients and active pets you have in the database, double click on Ready at the bottom of the screen.

• Adding new clients in Live Access

  There are two ways to add new clients that have not visited your business before from the Live Access system.  Either by clicking "Add" on the left hand menu and choosing "New Client" OR: Open your client explorer and click the plus sign (+) in the ...

• Prospective clients

  There is a Prospect button on the right side of the client card. Once you check the box, to get a list of prospective clients, click on Reports, Lists, Prospect List.  

• Signature sheet

  Reports, Daycare, Signature sheet lists all the pets on the schedule with a line for their owner to sign on drop off.  Some users also print this report for the owner to sign at pickup.