PawLoyalty - Merging duplicate accounts
There is no option to merge duplicate client or pet records in PawLoyalty. You will need to remove the duplicate record. If you do remove an account, you are able to add it back.
This link will give you directions.
Related Articles
PawLoyalty - Removing pets/clients and recovering deleted clients/pets
If you need to delete a client, click on PawLoyalty, Customer Management. Type in the name and click Find. This will list all clients with this name and you can click Remove to delete the profile. To delete a pet, type in the pet name and click the ...See Balance due on accounts
You can see balances due on the customers account by going to financials > invoice reconciliation (pulls date range one month at a time - can pay from here to account) reports > partially paid invoice report (pulls all amounts owed on accounts. Also ...Remove Clients + Undo Remove Client
Sometimes customers move away, pets become ill or someone accidentally adds two of the same pet into the system (of course this can only happen if they have used two different emails when adding the pet to the system). In the scenarios above you will ...PawLoyalty - Waitlist appointments
PawLoyalty does not have a waitlist schedule to keep these appointments separate. You can create a room called Waitlist to put these appointments in. However, please note that these clients will also receive the confirmation email that the ...PawLoyalty - Using Custom Icons
Custom Icons allows you to flag accounts and quickly see information by viewing an icon. For example, you can set an icon to alert you about an arthritic pet, a client who has special instructions, a pet who has food allergies, and so on. Click on ...
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