At PawsAdmin, we understand that every pet business is as unique as the furry (or not so furry) friends they serve. That's why we've made it easy to tailor pet and customer profiles to fit your specific needs. From basic information to vaccination records, you can track exactly what matters to your business.
Why Customized Profiles Matter
- Collect relevant information for your specific services
- Streamline client onboarding process
- Ensure you have all necessary data for pet care and safety
- Improve customer experience with personalized service
Setting Up Your Profiles
Configuring Pet Profile Information
- Go to Admin > Store Configuration > Configure Pet Info
- Here you can:
- Turn on/off default questions
- Make fields public (visible during online booking) or private (visible only to staff)
- Add custom fields specific to your business needs
Configuring Pet Breeds
- Navigate to Admin > Store Configuration > Configure Breed List
- Add, remove, or modify breed options to match your clientele
Configuring Customer Profile Information
- Access Admin > Store Configuration > Configure Customer Info
- Customize fields to gather essential customer data
Adding Custom Tracked Fields
- Go to Admin > Clients & Pets > Tracked Fields
- Add additional fields you want to track
- Set fields as required or optional
- Determine whether fields should be public or private
Enhancing Your Intake Process
Online Booking Integration
- Public profile questions will be asked during customer onboarding in the client portal
- Private questions are only visible to staff in admin/store accounts
In-Store Intake
- Use the same customized fields for in-person registration
Automated Waiver Signing
- Enable this feature for a paperless, streamlined process (tutorial link)
Document Management
Staff Uploads
- Upload paper files directly to a pet's profile
Client Uploads
- Allow clients to upload documents (e.g., vaccination records) through their client portal
- Reduces your workload and empowers clients
Vaccination Management
Expiry Reminders
- Enable 'Vaccination expiry' reminders in the Marketing section
- Automatically notify clients when it's time to update vaccination information
Pro Tips
- Regular Reviews: Periodically review your profile fields to ensure they're still relevant and necessary
- Staff Training: Ensure all staff members understand the importance of each field and how to use the information
- Client Communication: Clearly explain to clients why you're collecting certain information to build trust
Sales Leads Form
For information on setting up a sales leads form, click here for the tutorial.
Remember, well-configured profiles not only help you provide better service but also demonstrate your attention to detail and care for your clients' pets. It's all part of creating a pawsitively wonderful experience for everyone involved!
Need help? Don't hesitate to reach out to our support team. We're always here to help you make the most of your PawsAdmin tools!