De här guiderna finns bara på engelska.
Lägg till en kund, deras husdjur och portalinloggning
The fastest way to onboard a new customer end to end — record, pets, login and a get-started email.
1 Open the wizard Pet Central → New client.
2 Owner details Enter their name (required) and, to enable a login or email, their email address — plus phone and address if you have them.
3 Add pets Add 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 & invite Tick “Create a portal login” and “Email setup instructions”. Add an optional personal note.
6 Finish Press 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 over From the success screen you can open their portal, edit the record, or add another customer.