We want to help you eliminate paperwork in your business and streamline your operations as much as possible! Here are the steps:
1. New pet intake form across all programs
Path: Left side menu > Admin > Admin (NEW) > Clients & Pets > Tracked Fields
Customer fields
- Manage default customer fields
- Set it to Required or optional
- Visible in online booking or internal only
- Add custom fields
-
- Select the type of field (Text, Multiple choice, or Date)
-
Pet fields
- Manage default customer fields
- Set it to Required or optional
- Visible in online booking or internal only
- Add custom fields
- Select the type of field (Text, Multiple choice, or Date such as additional vaccination dates)
2. Automated waiver signing
3. Collect additional daycare visit information in the Online Booking/Client Portal
Path: Left Side Menu > Communications > Online Booking > Advanced Settings.
- Add custom text
- Add custom options for daycare visit appointments in online booking
4. Online Booking Notes
- In the online booking/client portal, your customers can add booking notes for easy booking
5. Test it out
-
Online booking/Client portal
- You can test Online Booking/Client Portal at any time on Online Booking > How to Book from Your Website > Preview
-
On PawsAdmin dashboard
- Add a customer and pet
Here are some related tutorials:
Related: Daycare notes
Related: Report cards
Need Assistance?
If you have any questions, please do not hesitate to contact support!