Welcome to your ultimate guide on managing pet and customer profiles in PawsAdmin! Our powerful profile system allows you to track everything you need, from basic information to detailed histories. Let's take a walk through the park and explore all the features that will help you provide top-notch care for your furry (and not-so-furry) clients.
Getting Started
- Sample Profile: We've set up a sample walk-in pet profile. Search for "Rex" to check it out and familiarize yourself with the layout.
- Instant Search: Throughout PawsAdmin, you can find a pet or customer by typing partial keywords (pet name, customer name, breed, phone number, etc.). Separate keywords with spaces for quicker results.
- Adding Profiles:
- For customers: Add/View Records -> Customer
- For pets: Add/View Records -> Pet (after adding the customer)
Pet Profile Sections
Basic Information
- Tailored public and private fields
- Pet status (editable)
- Client onboarding questions
- Upload pet images
Appointments and Services
- Future bookings
- Past bookings
- Package balance
- Report cards history
- Booking metrics (late arrivals or no-shows)
Health and Care
- Vaccination information with automated reminder history
- Upload medical files and paperwork
- Profile notes for special needs or behaviors
- Past appointment notes
- Automated to-do reminders for check-ins (e.g., medication, special care)
Preferences
- Preferred kennel/space for auto-assignment during check-in
Family Connection
- Easy access to all family pets' profiles
Customer Profile Sections
- Tailored profile fields
- Client onboarding questions
- Waiver signing status (with option to sign if pending)
- Past purchases for all family pets
- Future bookings for all family pets
- Loyalty points
- Account balance
- Saved card on file
Key Features
1. Customer Agreement and Waiver Signing
Set up digital waivers in Admin > Store Configuration > Customer waiver signature. Customers can review and sign directly in PawsAdmin.
2. Document Management
Upload and store vaccination records, vet information, and other important documents.
3. Customizable Tracking
Enable and customize fields to track:
- Vaccinations
- Customer details
- Vet info
- Authorized pickup persons
- Custom breeds (Admin > Configure Breed List)
4. Appointment Overview
View upcoming appointments on both customer and pet profile pages.
5. Financial Tracking
- View payment history
- Check package usage and current balance
- Print/share account balance details with customers
6. Notes and Special Instructions
- Add behavior, health, and incident notes
- Set profile notes to appear during booking and check-in
- Keep staff informed of special needs and pet histories
7. Kennel Preferences
Assign preferred kennels to pets for easy assignment during bookings and check-ins.
Pro Tips
- Use Pet Pictures: Add pet photos to make search results more visual and easily identifiable.
- Regular Updates: Encourage staff to update profiles after each visit to maintain accurate records.
- Customize Fields: Tailor your profile fields to match your specific business needs (Admin > Store Configuration).
- Staff Training: Ensure all team members understand how to use and update profiles effectively.
- Client Portal: Encourage clients to use the portal for updating information and uploading documents to reduce your workload.
Remember, well-maintained profiles are the backbone of excellent pet care. They help you provide personalized service, ensure safety, and build lasting relationships with your clients and their beloved pets.
Need help unleashing the full potential of your PawsAdmin profiles? Our support team is always ready to fetch answers to your questions!