Add & Manage Clients
Learn how to add clients and their pets to your system
The Add & Manage Clients section is your central hub for customer relationship management within Critter. Here you'll build and maintain your client database, from adding new customers and their pets to managing ongoing relationships through detailed profiles, communication tools, and collaborative care features. This system helps you track customer information, pet details, service history, and maintain professional notes while providing multiple ways to stay connected with your clients throughout their journey with your business.
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Setup Checklist
Introduction to the customer section and understanding blank customer lists
Get Critter team assistance to upload existing customer lists efficiently
Input first name, last name, email (required) plus phone and welcome email options
Connect existing pets to customers and define your professional role (groomer, walker, etc.)
Navigate general info, pets, and notes tabs plus onboarding status tracking
Review contact details, emergency contacts, key documents, supplies, and home details
Keep professional-only notes about clients and service history for internal reference
Use activity timeline and care plans for collaborative pet care with owners
Use in-app chat, call, email, or text features to stay connected with clients
Complete Customer Management Guide
Complete walkthrough showing every step with real examples and best practices.