Add a customer, their pets & portal login
The fastest way to onboard a new customer end to end — record, pets, login and a get-started email.
1
Open the wizardPet Central → New client.
2
Owner detailsEnter their name (required) and, to enable a login or email, their email address — plus phone and address if you have them.
3
Add petsAdd each pet with species, breed, weight, vaccination expiry and any handling notes. Open “Care details” on a pet for optional feeding, litter, medication, indoor/outdoor and grooming/walking specifics. Use “Add another pet” for multi-pet households.
4
More details (optional)Add home & access notes, cats in the household, home-visit tasks and whether the meet & greet is done. Skip anything you don’t need.
5
Access & inviteTick “Create a portal login” and “Email setup instructions”. Add an optional personal note.
6
FinishPress Create customer. The records are made, the login is set up, and the customer is emailed their portal link, install steps and a set-password link.
7
Hand it overFrom the success screen you can open their portal, edit the record, or add another customer.