Before you can start adding pets or bookings to your system, you need Customer Profiles to add them to! Customer Profiles allow you to track bookings, payments, invoicing, contact information, and more. When clients begin working with you for the first time, they will need a new Customer Profile. Clients may get their own profile started if booking for the first time through your Public Portals, or you may choose to set it up for them manually. In this guide, we will take a look at how new profiles are set up, and what kind of information they provide.

All of a client's pets, bookings, and invoices will be linked to their Customer Profile. To find a specific customer, start by clicking on the "Customers" icon in the menu at the left-hand side of the page.

The resulting submenu defaults to "Customers".

This page displays your Client Index, with tabs for both Active and Inactive customers. Scroll through the list or use the Search bar at the top of the page to locate a specific client. Note that pet names may also be used to search for clients. Once the desired client has been found, click on their name to open their Customer Profile page.

A client's Customer Profile page will include a range of information about them, from their pet list and current registrations to outstanding invoices, existing credits, and more. The card just below the client's name and tags will give you some quick information about the customer's lifetime value and upcoming booked value.

Clients missing required Intake Forms will be flagged in yellow at the top of the page beneath their name. When they have completed all required forms, this tag will turn green. If any of their pets have vaccines that have expired or are close to expiry, they will be flagged in red. If you have more than one facility set up on your account, their profile will also be flagged with the name of the facility or facilities where they have booked services. If you have set up any custom tags, those will be listed below the automated account status tags.

Any credits the client has will be listed in the Credits section, found just beneath their Customer Lifetime Value and Upcoming Booked Value.

The Credits section includes tabs for pending, available, reserved, used, and expired credits. Credits are listed with their associated services and overall counts. Click the information icon to view more details for any credits including their source and expiry. The "Edit" and "Add" buttons in this section can be used to make manual adjustments to available credits.

A client's contact information will be listed in the "Contact Details" section of their profile page. This will include their email and any phone number they have added to their account. This section also indicates whether or not they have set a Client Portal password, and has checkboxes allowing you to turn off automated email and/or text messages for them.

If you have enabled email campaigns on your account this section will also indicate the client's subscription status for marketing messages and include a checkbox that may be used to unsubscribe them from those messages.

Likewise, if you have configured the Mailchimp integration on your account, it will include the client's sync and subscription status as well as a checkbox for MailChimp messages.

The "Pets" section of the client's profile will display a full list of their pets and some basic information about each. This includes the pet's profile photo, gender, vaccine status, name, and breed. You can easily navigate to any of the client's pet profiles by clicking the pet's name.

If a customer or user chooses to upload a photo for a pet, that photo will display as their profile icon. If no photo has been uploaded, the default will display.

These photos may also display with one of two additional icons, depending on their status. Those profiles created within the last 30 days will have a purple star at the top-right. Additionally, a small orange cake icon will display on a pet's birthday.

The section below the client's contact details and pet list will include any addresses the client has shared (including any custom address attributes), the membership history they have with you, a checkbox to block them from booking online, custom data attributes (usually from their intake forms), and credit cards they have on file. Note that the Memberships section will only populate once you have at least one membership set up on your BusyPaws account.

The tabs at the bottom-right of the page can be used to navigate through a range of additional subsections with more in-depth information about the selected client. This includes Messages, Notes, Documents, Intake Forms, Courses, Bookings, Invoices, Report Cards, Credits, and History.

The "Actions" button menu at the top of the Customer Profile page contains a variety of customer options. Select "Add Booking" to create a new booking for the client, "Add Pet" to add a new pet profile, or "Invoice" to generate a new manual invoice. Use the "Edit" option to make any desired changes to the customer's default attributes. Selecting "Merge" will allow you to merge two client profiles, and "Deactivate" will change the customer's status to Inactive. You can also select "Login as Client" to log into the customer's Client Portal account and see their BusyPaws profile exactly as they do.

Clicking "Send Forms/Documents" will open a pop-up with a variety of messaging options. It includes options to send the client any of your available intake forms or documents and the link to the Client Portal. For more information about messaging your clients from their profile, check out the Customer Profiles section of our guide on Sending & Receiving Messages.

To create a new manual message thread, simply select the "New Message" button, located to the left of the "Actions" button at the top of the page.

Note that if you have a customer profile on your account that does not yet have any booking or purchase history with you, the "Actions" menu will also include a "Delete" button. This button allows you to delete the profile completely from your account.

Much like their pets, customers may also choose to upload a profile photo for themselves. This photo displays alongside their name on message threads associated with the client as well as on any of their individual bookings. If the customer's profile was created within the last 30 days, their profile photo will display with a small purple star icon at the top-right.

Any client that books with you through BusyPaws will need a Customer Profile. These profiles help you keep track of all kinds of important information about your clients, and can be added to your account in a variety of ways. In this section of the guide, we will walk through the three main ways Customer Profiles are created.

To manually add a client to your system, start by clicking the "+" button in the top-right corner of the screen.

Then select "Add Customer".

Enter the customer's information into the fields on the "Add Customer" form. Note that, though many of the fields are optional, the First Name, Last Name, and Email must be filled out to be able to submit the form. When all of the desired information has been entered, click the "+ Add Customer" button to save the new profile.

Now that the client's profile has been created, their pet(s) can be added! To learn more about how to add and edit pets, check out our guide on Pet Profiles.

If you are adding multiple clients at the same time, you can expedite the process by selecting the arrow at the right side of the "+ Add Customer" button, then clicking on "+ Add and Create New Customer" after the first client's information has been entered.

Clients can also be added during the process of scheduling an Individual Booking on your calendar. This process is very quick, and allows you to combine the tasks of client and booking creation, though it does not create as extensive a profile. Start by clicking the "+" button in the top-right corner of the screen.

Then select "Add Booking".

This will bring you to the New Booking form. To learn more about the specifics of adding new bookings, check out our guide on Adding Bookings to your Calendar. The ability to add a new client at this stage will only be available for Individual Service bookings. Once you have chosen an Individual Service to book, a Customer/Pet card will populate at the bottom of the form.

Use the drop-down menu to select "New Customer".

This will cause some basic customer and pet fields to populate. Note that the First Name, Last Name, Email, and Pet Name are required to submit this form.

Adding the client information and completing the booking will create a new Customer Profile and associated Pet Profile. The new client and pet can now be added to additional bookings. For more information on how to make any changes to the new client profile, refer to the section below on Adding & Editing Information.

Clients may also create their own Customer Profile when booking for the first time through your Public Booking Portal. This is done automatically whenever the email entered during the booking process is not already associated with one of your existing Customer Profiles. Note that clients do not need to complete their booking to be added to your system. As soon as they enter their email, name, and pet information they will be added as a customer.

The main page of the Booking Portal displays the available Services and/or Series that can be booked. The Public Booking Portal will show all publicly available offerings, while the Direct Booking Link will provide access to a specific Service or Series, whether it is set as publicly available or not. Either way, selecting a listed Service/Series will begin the self-booking process for the client.

When the client selects a date and time for their booking they will also be required to enter an email.

If the email entered is not currently associated with any of the Customer Profiles on your account, the client will be prompted to enter some basic profile information. The options displayed can vary depending on any Forms or Contracts you may have assigned to the Service/Series they are booking, however by default they will be required to enter at least their First and Last Name.

Below the fields for the client's information, the form will also have fields for the pet information. They may choose to enter a single pet, or use the "Add Another Pet" button to add multiple pets to the booking at the same time. This section also includes a warning message that adding multiple pets will register each for the booking and add a charge per pet.

Completing both the client information and the Add a Pet section then clicking the "Submit" button will create a new Customer Profile and associated Pet Profile for the client, regardless of whether or not the booking process is completed.

Note that setting an Intake Form for the booked Service/Series may affect the way these forms display. i.e. If I have set up a custom Private Training Intake form with customer and pet fields for my Individual Dog Training Service, the system will add any extra fields from the form below the "Add a Pet" section. Submitting this form will automatically create a new Customer and Pet Profile and take the client to the next step in the self-booking process.

If you have an existing client list you want to add to add to your BusyPaws account, you can easily upload it from your Data Imports page. To get there, first click the gear icon in the bottom-left corner of the page.

Then select "Data Import/Export" in the "Extras" section.

By default, the page will open on your Data Exports. Click the "Data Imports" tab at the top of the page to open your imports list.

From there, click the "Actions" button at the top of your Data Imports page, then select "New Import" from the drop-down menu.

You may occasionally need to make updates to a client's profile. This can include changes to their name, email, phone number, address, or any additional information they have previously submitted through intake forms. To update the information on an existing customer's profile, start by navigating to their profile page.

To adjust data for any default client fields (name, email, phone, address), select the "Actions" button at the top of the page, then choose "Edit" from the drop-down.

That will take you to the Edit Customer page. This page allows you to update and add to all of the default customer fields, including the client's name, email, phone number, and address.

Use the fields on this form to add or edit any of the client's default attributes, then scroll to the bottom of the page and click the "Update Customer" button to save your changes.

You can also click the arrow icon at the right end of the "Update Customer" button to access the "Update and Create New Customer" option. Selecting that will save your changes and open a New Customer form.

To update information stored in custom client attributes, first locate the attribute on their profile. If the attribute you wish to update has been set as not visible you will need to select the "Show More" button to display it.

Select any attribute's name to open edit its content.

That will open a pop-up with a field to edit the attribute content. The type of field will vary depending on the format of the attribute (i.e. text field, multiple choice, date selection, etc.). Click the "Update" button to save changes made to the attribute data or click the "X" at the top-right corner to exit without saving.

If a client accidentally creates two profiles, or if two members of the same household want to combine their accounts, you can easily merge them into a single account. This maintains the booking and payment history for both accounts, saving both under the same profile.

Start by first navigating to one of the two profiles you are looking to merge. Click the "Actions" button at the top of the profile, then select "Merge" from the drop-down menu.

You will then be redirected to the Merge Client page. The left side of this page will show the "Merge From" card, with the name of the first selected client. The right side of the page will show the "Merge Into" card, allowing you to select the second client you are looking to merge. This page will also display a warning message indicating that profiles cannot be separated again once the merge is complete.

Click the "Select a Customer" field under Merge Into and use the search bar to locate and select the second client. Note that this field will allow you to search both your customer and prospect lists to make your selection.

Once the second client has been selected, the rest of the form will populate. Select which first name, last name, email, and phone number (if any) that you want the merged profile to keep. Below those selections you will see a list of the pets associated with each profile followed by counts for all the bookings, invoices, and messages that will be merged.

Note that all pet information from both profiles will be saved under the merged profile. If both clients have created separate profiles for the same pet, you can merge those pet profiles after you have merged the two customer profiles.

Once you have made your selections, click the yellow "Merge Records" button at the bottom of the page.

A pop-up window will appear, asking you to confirm whether or not you want to merge the two profiles. Click the "Cancel" button to go back or the "Continue" button to confirm the merge.

Your client's profiles allow you to keep track of a lot of important information. They allow you to access all of your customers' messages, invoices, credits, and more, all in one place.

Have clients that are interested in your services but not yet ready to book with you? Try adding them as prospects! Check out our guide on Prospect Profiles for more information.