Add a new client

Every pet owner needs a client account before you can add their pets or book appointments. You start a client with just a first and last name, then fill in their address, phone numbers and email on the client page.

Create the client

1. Click Add Client in the menu. You can also click the + (Add new client) button at the top of the Client Explorer panel.
2. In the Add New Client window, type the First Name and Last Name. Both are required.
3. Click Create.

If a client with the same name already exists, a Continue? message appears. This helps you avoid duplicates. Click No and search for the existing client instead. If this really is a different person with the same name, click Yes to create the new client anyway.

Tip: If you are using the multi-location platform, the window shows which Location the new client will be added to. Check the location chosen at the top of the screen before you click Create.

Fill in the client's details

After you click Create, the new client's page opens.

1. Click the Edit tab.
2. Fill in the details you have, for example:
   • Address 1, Address 2, city, state and zip code.
   • 2nd First Name and 2nd Last Name for a second owner, such as a partner.
   • Phone numbers (and an Ext if needed).
   • The email address.
   • Emergency Contacts: a contact name, number and extension.
   • Under Others: Referred By, and the Prospective Client box if they haven't booked yet.
3. Click Save at the top of the page.

Note: If you enter an email address and your business sends a welcome email, the client may get a welcome email when you save. [CHECK: confirm which welcome email settings control this.]

Next steps

• Add the client's pets on the Pets tab. See "Add a pet to a client's account".
• Add notes or a warning on the Notes tab. See "Add pet warnings and notes".
• Book an appointment with the Book button on the client card.

Who can do this

You need permission to add clients. If you don't see Add Client or the + button, ask your manager to check your access rights.

Common questions

Why did I get a "Continue?" message? A client with the same first and last name is already in the system. Search for them first so you don't end up with two accounts for the same person.

Do I have to fill in everything right away? No. Only the first and last name are needed to create the client. You can add the rest later from the Edit tab.

The client signed up online. Do I still need to add them? No. Online sign-ups show up under Online Reservations > Pending Clients for you to approve. See "Approve new online clients".