Create a Customer

Creating a customer adds a new client record you can book appointments for. This guide walks through creating the customer, then adding their pets and addresses.

To begin, open the Customers list and click Create.

Customer Details#

Enter the customer's first name and last name.

Optionally enter an email address:

• With an email — the customer is invited to sign in and manage their own bookings.
• Left blank — no invite is sent; you and your team manage bookings for this customer instead.

Optionally add a phone number so your team can contact them directly.

Pets and Addresses#

Once the customer is created, open their profile any time to add:

• Pets, under the Pets tab — add each pet's name, type, and breed. A pet must be added here before it can be booked.
• Addresses, under the Addresses tab — add every address you collect from or deliver to for this customer. An address is required before you can book transport for them.

Both are needed before you can create a booking with transport for this customer.

After You Create the Customer#

The customer appears on the Customers list immediately, and can be selected when you create a booking. You can reopen their profile at any time to update contact details, pets, or addresses.