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.
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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.Viewing inactive clients on client explorer
You can make clients inactive by opening the client record and hitting Edit. Scroll to the bottom and check the box for Inactive. Make sure to hit Save. To view your inactive clients, click on the Gear on the Client Explorer. Click the box for ...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 ...Petsitting default services and information
You are able to add default petsitting services and information on the client card. On the client card, click on the Petsitting tab. The Defaults tab lets you set up items that should be done with every appointment. For example, clients may need ...