Adding and Editing Client Profiles

Sort by Default Sort A-Z Sort by Popularity Sort by Last Updated

• How do I add a client to my portal?
• How do I edit a client's profile?
• Can I customize the fields in my client profiles?
• How do I search for a specific client?
• Can my clients edit their own profiles?
• Will my clients see everything that I add to their profiles?
• Is there an easy way to access a client's profile from my schedule?
• How do I add a contact without an email address?
• Can my clients review and sign my agreements through PetPocketbook?
• How do I remove a human or pet from a client's family profile?
• Can I use PetPocketbook for my client intake process?
• Can I assign a primary sitter to a client?
• How do I change which notifications my clients receive from PetPocketbook?