top of page
  • How do I register new customers?
    The process depends on how you're currently managing your customer registrations: If you use pen and paper, this is a great opportunity to digitalize your process. Pettle allows you to streamline customer registrations, reduce manual errors, and keep all client data organized in one place, accessible anytime. If you use another medium or software, we’ll help you transition seamlessly to Pettle. Our tool is designed to fit into your workflow, not the other way around. You’ll find that Pettle enhances your process by making it faster, easier, and more efficient.
  • Steps to Register a New Client
    Go to the Dashboard and navigate to Client Enquiries. Click on the "+" icon, and you will see the "Add Enquiry" card. Input the client's name and phone number. Click on Send Onboarding Form. A form link will be sent to the client via WhatsApp. The client can then fill out the form and request onboarding. Once the client completes the form: Go to Client Enquiries > Pending Tab. Select the desired client from the list. You will have the option to Accept or Reject the request based on the details provided.
  • But this form is too long
    No worries! The form is fully customizable. You can shorten it by hiding questions or setting fields as optional or mandatory based on your preferences. This way, you can keep it as concise or detailed as you like.
  • Are the notes shared with the clients?
    No, client notes are private and meant solely for your internal use. This ensures that you can document important information without sharing it with your clients.
  • How does the Client Database benefit me?
    A well-organized client database ensures that you always have the information you need at your fingertips. This saves time, enhances efficiency, and improves your client relationships by making sure you never miss critical details. For Example: Let’s say a client calls you about their pet’s previous vaccination record. With the database, you can instantly pull up the information, saving you and the client valuable time. If a returning client books a service, you can quickly check the details of their past bookings, ensuring consistency and accuracy in your services. During peak seasons, you can effortlessly track and manage client enquiries, keeping your operations smooth and organised.
  • What does the Client Database include?
    The Client Database is a comprehensive tool that keeps all essential client information organized and accessible. It includes: Pet Names and Parent Details: Easily identify pets and their owners. Contact Information: Quickly access phone numbers, email addresses, and other contact details. Pet Medical History: Complete vaccination records, deworming schedules, and health-related reminders to ensure pets stay healthy. Custom Tags for Categorization: Organize your clients by assigning custom tags (e.g., VIP clients, frequent visitors, etc.) Notes and Additional Details: Record any specific preferences, medical concerns, or unique client requirements for future reference.
bottom of page