Manage Clients & Pets is your private CRM. Nothing in it is ever public.
Clients
Store contact details, address, next of kin and free-text notes.
Pets
Every pet is linked to a client, and holds breed, date of birth, colour, microchip number, weight, vet details, plus medical, vaccination and behaviour notes.
Why it matters
When a dog reacts badly to something, or a cat needs medication at a certain time, that detail should not live in your head or a notebook. Being able to open a record before a visit is what separates a professional service from a casual one.
All records are visible only to you.
#crm#clients
Was this article helpful?
Your feedback helps us create better guides.
0 people found this helpful
