< Main Menu < Clients

 

Finding Clients >

• Finding a Client Using Search >

• Finding a Client Using Filters >

Email >

• Emailing All or Selected Clients >

• Emailing a Single Client >

 

Client Details >

• View & Change Client Details >

• Client Settings >

• Adding a New Pet >

• View & Change Pet Details >

• Pet Management >

• Sitters Management >

• Keys Management >

• Print a Client Summary >

 

Receipts & Refunds >

• Adding a Receipt >

• Allocating Receipts >

• Unallocating Receipts >

• Refunding Stripe Payments >

• Refunding All Other Payments >

 

Repeat Services >

• Repeat Services Explained >

• Adding a New Repeat Service >

• How to Run Repeat Services >

Logs >

• How Logs Work >

• View ACH Authorization Logs >

Stripe >

• View Credit / Debit Cards on File >

• Charges Explained >

 

 

Client Management >

• Adding a New Client >

• Exporting your Client List >

• Making a Client Inactive >

• Deleting a Client >

 

Orders >

• Service Order Management >

• Finding an Order >

• Creating a New Service Order >

• Adding a Service to an Order >

• Editing a Service Order >

 

Quotes >

• Quote Management >

• Viewing a Quote >

• Editing a Quote >

• Sending Quotes to Clients >

• Converting a Quote into an Invoice >

Invoices >

• Invoices Management >

• Viewing an Invoice >

• Sending Invoices to Clients >

• Credit Notes and Debit Notes >

• Void an Invoice >

Schedule >

• The Schedule Explained >

• How to View the Schedule >

• Schedule Management >

Service Requests >

• Service Requests Explained >

• Editing a Service Request >

• Scheduling a Service Request >

• Deleting a Service Request >

• Emailing a Service Request >

• Automatic Email Notifications >