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Client Management & Communication

Setting up your client list, sending messages, and keeping track of customer data

2 authors16 articles
Customer ProfilesClients' profiles allow you to keep track of their bookings, payments, pets, and more. Explore how to edit and manage your client list.
Pet ProfilesNew pets can be added for existing and first-time clients in a variety of ways. Learn how to add, edit, and manage customer pet information.
Custom Tags for Clients & PetsAdd custom tags to client and pet profiles. View assigned tags from profile pages, your client index, and booking pages.
Prospect ProfilesProspect profiles allow you to keep track of any customers that may want to book with you.
Customizable Client NotificationsCustomize the reminders and confirmations that are sent to your customers to match your brand voice. Select which messages go out when.
Sending & Receiving MessagesUse the BusyPaws messaging system to easily keep track of client correspondence. Send emails and SMS messages to keep clients up to date.
Message Forwarding & Carbon Copying
Sending & Receiving Text MessagesReach your customers faster by sending messages directly to their mobile phones. Compose messages manually or set up automatic messaging.
SMS PricingPricing tiers and calculations for SMS messages, automated, conversational and received.
Report CardsSend your clients customized updates on their pet. Provide progress reports, share photos and video, and more!
Adding & Sending DocumentsUpload documents to your BusyPaws account. Reduce your physical paperwork and make supplemental materials easier for your clients to access.
Marketing MessagingExpand your emailing options outside of standard transactional messaging. Set up automated campaigns to help increase customer engagement.
Email Campaign PricingPricing tiers for email messages sent via Campaigns.
Custom Email Sending DomainsUse your own domain to send emails from BusyPaws.
How to Spot Scam AccountsSome basic pointers to help keep your business safe from scammers posing as potential clients.
Best Practices for MessagingTips and rules to keep in mind to help ensure messages are received by your clients. Important information for both SMS and email.