What’s on the Client Profiles page in Precise Petcare?
On the Client Profiles page is where you can view all client profile information in one place. From there, you can search for the individual client whose profile you’d like to view. Client profiles include the client’s service address, contact information, home information, and more.
There are two ways of viewing information on the Client Profiles page: and . If you’re in Profile view, you can see a single client’s information and just navigate to the necessary client using the client dropdown menu . If you’re in Table view, you can see all client profiles listed vertically in rows. These are all the client’s you’ve personally worked with in the past, present, and future. Off to the right, you can locate and click the down arrow on each profile to view the client’s information.
What is a client profile?
A client profile contains relevant information about clients so that you can be equipped to complete your work with pets. All clients of Hands N Paws have client profile information, as they are required to provide this before they can request pet services with us. Client profile information includes service addresses, home access information, general home information, and more. It’s always important to pay attention to client profile information (along with pet care information), so that you can provide services with the intent of achieving true client satisfaction.
PLEASE NOTE: Clients have the ability to update their profile information as often and as much as they’d like. To learn more about how to pinpoint client profile updates, click here.
How do I view client profile information?
To view client profile information, you can do one of two things:
- Go to the My Schedule page and locate the appropriate service box on your schedule. Then, click on the client’s name that’s hyperlinked within the service box.
- Go to the Client Profiles page and use the search feature to locate the client for which you wish to view information.
How do I view update to client profile information?
Can I make updates to client profile information myself?
Yes, you can!