Client Management & Communication
Setting up your client list, sending messages, and keeping track of customer data
By Lauren and 1 other2 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.