New client wizard

Pet Central → New client walks you through adding an owner and their pet(s) in a few quick steps, then (optionally) creates their portal login and emails them setup instructions — all in one go.

Step 1 captures the owner (name, email, phone, address). Step 2 lets you add one or more pets with the essentials (species, breed, weight, vaccination expiry, handling notes) — each pet also has an optional “Care details” panel for medication, feeding, litter, indoor/outdoor and grooming/walking specifics (only the ones for the services you run appear). Step 3 is an optional More details page for home & access notes, cats in the household, home-visit tasks and the meet & greet. Step 4 offers to create a login and send a branded welcome email with their portal link, how to install the app, and a one-tap link to set their password.

Example

After a meet & greet you open New client, type Sarah’s details, add Bella the Cockapoo, tick “Create a portal login” and “Email instructions”, and finish. Sarah gets a tidy welcome email, sets her password, adds the app to her home screen, and books her first groom herself.

FAQ

Where do I find it?
Pet Central → New client, or the “New client wizard” button next to Add New on the Clients and Pets screens.

Do I need an email address?
Only if you want to create a login or email instructions. You can add a customer without one and set up access later.

Can I add more than one pet?
Yes — use “Add another pet” for as many as you need.

What does the customer receive?
One branded email with a link to set their password (if you created a login), their private portal link, and simple “add to home screen” instructions.

What if they already have an account?
Their existing login is linked to this customer record rather than duplicated.