Yes, Pettle is cloud-based, which means you can access it seamlessly across all your devices. Whether you're on your desktop, tablet, or mobile phone, you can work simultaneously without any interruptions.

You can always reach out to your Pettle POC for support. 📅 Support Availability: ✅ Monday to Friday: 10 AM - 7 PM ✅ Weekends: Available for emergencies We're here to assist you whenever you need help! 🚀

Your data is secure with Pettle. We have an MOU (Memorandum of Understanding) in place to ensure data protection and confidentiality. 📌 For more details or official documents, please reach out to your Pettle POC. 🚀

Yes! You can upgrade your plan anytime based on your business needs. 📌 We offer Monthly, Quarterly, Bi-Annual, and Annual plans to suit different requirements. For pricing you can check out our website. 🚀 Contact your Pettle POC, and they will assist you with the upgrade.

Yes! We are happy to help with training sessions to ensure your team is comfortable using Pettle. 📌 Reach out to your Pettle POC to schedule a training session tailored to your team's needs. 🚀

Yes! We have a referral program that rewards you for bringing new businesses to Pettle. 📌 Contact your Pettle POC for more details on how to participate and earn rewards! 🚀

We’re sorry to see you go! To cancel your subscription, please reach out to your Pettle POC, and we will assist you with the process. 📌 If there’s anything we can do to improve your experience, we’d love to hear your feedback! 🚀

The process depends on how you're currently managing your customer registrations: If you use pen and paper, this is a great opportunity to digitalize your process. Pettle allows you to streamline customer registrations, reduce manual errors, and keep all client data organized in one place, accessible anytime. If you use another medium or software, we’ll help you transition seamlessly to Pettle. Our tool is designed to fit into your workflow, not the other way around. You’ll find that Pettle enhances your process by making it faster, easier, and more efficient.

Go to the Dashboard and navigate to Client Enquiries. Click on the "+" icon, and you will see the "Add Enquiry" card. Input the client's name and phone number. Click on Send Onboarding Form. A form link will be sent to the client via WhatsApp. The client can then fill out the form and request onboarding. Once the client completes the form: Go to Client Enquiries > Pending Tab. Select the desired client from the list. You will have the option to Accept or Reject the request based on the details provided.

No worries! The form is fully customizable. You can shorten it by hiding questions or setting fields as optional or mandatory based on your preferences. This way, you can keep it as concise or detailed as you like.

No, client notes are private and meant solely for your internal use. This ensures that you can document important information without sharing it with your clients.

No, a rejected booking request cannot be reinstated. You will need to create a new booking request if required.

Pettle keeps you updated with essential notifications such as: Pet birthdays Vaccination due dates Deworming reminders Repeat bookings

It’s easy! Go to the "Reminders" tab and click on the "Notify Client" or WhatsApp icon to send a reminder instantly.

Yes, you can customize the frequency for reminders like deworming and repeat bookings. Here’s how: Go to the "Reminders" tab. Click on the settings icon. Enter the desired number of days before the event when you’d like the reminder to be sent. For example, if deworming is due on January 15th and you want to remind your client 5 days in advance, simply set the reminder to 5 days.

Absolutely! Pettle helps you stay on top of important reminders for Vaccinations, Deworming, and other events. 🔹 Manual Reminders (Included in Core Plan): Pettle shows upcoming reminders in your dashboard, allowing you to manually send them via WhatsApp using our basic WhatsApp integration. 🔹 Automated Reminders (Add-on Feature): For fully automated reminders, you can opt for our WhatsApp Meta Integration. Once enabled, this feature will automatically send reminders to clients on WhatsApp, ensuring they never miss an important update—saving you time and effort. With both options available, you can choose what works best for your business! 🚀

A well-organized client database ensures that you always have the information you need at your fingertips. This saves time, enhances efficiency, and improves your client relationships by making sure you never miss critical details. For Example: Let’s say a client calls you about their pet’s previous vaccination record. With the database, you can instantly pull up the information, saving you and the client valuable time. If a returning client books a service, you can quickly check the details of their past bookings, ensuring consistency and accuracy in your services. During peak seasons, you can effortlessly track and manage client enquiries, keeping your operations smooth and organised.

The Client Database is a comprehensive tool that keeps all essential client information organized and accessible. It includes: Pet Names and Parent Details: Easily identify pets and their owners. Contact Information: Quickly access phone numbers, email addresses, and other contact details. Pet Medical History: Complete vaccination records, deworming schedules, and health-related reminders to ensure pets stay healthy. Custom Tags for Categorization: Organize your clients by assigning custom tags (e.g., VIP clients, frequent visitors, etc.) Notes and Additional Details: Record any specific preferences, medical concerns, or unique client requirements for future reference. Key Sections: Basic Information: General client and pet details. Meal Preferences: Manage and track pet dietary needs. Vaccination: A log of vaccination dates and upcoming reminders. Medical Records: Track illnesses, treatments, and vet visits. Notes: Add any custom notes or observations. Bookings: A history of past and upcoming appointments or services. Subscriptions: Track active or past subscription plans. Additional Features: Assign Custom Tags: Create and assign tags to better organize and segment your clients. Edit and Archive Data: Easily update client information or archive inactive clients while preserving their records. Chat Directly in the App: Communicate seamlessly with clients through the app for quick updates or reminders.

Pettle makes searching simple and intuitive. You can look up clients using details like the pet's name, pet parent's name, or phone number.

To send the onboarding form, follow these steps: 1️⃣ Go to Client Enquiry. 2️⃣ Click on the "+" sign. 3️⃣ Enter the client's name and phone number. 4️⃣ Click on Send Onboarding Form PS- You can also add notes for your reference, this does not get shaed with the Pet parent. The form will be sent to the client via WhatsApp, allowing them to complete their onboarding seamlessly. 🚀

If a client has filled out the onboarding form but you decide not to proceed, follow these steps: 1️⃣ Go to Client Enquiry > Completed. 2️⃣ Select the client enquiry you want to review. 3️⃣ You will see two options: Onboard or Reject. 4️⃣ Click on Reject if you do not wish to proceed with this client. 5️⃣ Enter the reason for rejection (e.g., incomplete vaccinations, pet behavior issues, or service mismatch). (This reason is for your internal reference and will not be shared with the client.) 📌 Common Reasons for Rejection: Incomplete vaccinations (e.g., the pet hasn’t received required shots). Behavioral concerns (e.g., past aggressive incidents with staff or other pets). Mismatched services (e.g., the client is looking for a service you don’t provide).

Yes! If you change your mind, go to the Rejected section in the Client Enquiry, search for the client, and click Onboard to proceed with their registration. 🚀

You can send a new onboarding link via Client Enquiry, asking the pet parent to fill out the form using the same mobile number. This will link the second pet to their existing profile. 🐾✅

You can update a pet’s details, including behaviour and other information, even after onboarding. Steps to edir pet details: 1️⃣ Go to Client Database. 2️⃣ Search for and select the client. 3️⃣ Click on the three dots (⋮) beside the Chat-in-App option. 4️⃣ Select Edit. 5️⃣ Update the necessary pet details or behaviours. 6️⃣ Click Update to save the changes. This ensures that pet records stay accurate and up to date. 🚀

Follow these steps to update pet details: 1️⃣ Go to Client Database. 2️⃣ Select the client whose pet details you want to edit. 3️⃣ Click on the three dots (⋮) menu. 4️⃣ Select Edit and update the necessary details. 5️⃣ Click Save to apply the changes. This ensures accurate and up-to-date pet records! 🐾✅

Instead of permanently deleting a client, we recommend archiving them. Archiving preserves all records for future reference, ensuring you can always retrieve important details if needed. Steps to archive a client: Go to the Client Database. Use the search bar to find the client you want to archive. Select the client and click on the three dots (options menu). Choose the "Archive" option. Select a reason for archiving the client. Click Done, and the client will be archived. Archived clients are no longer visible in the active database but can still be accessed in the archived records whenever needed. This keeps your database clean and organized without losing valuable information.

Yes, you can! Simply go to the Client Database and click on the "+" sign to create a new client. Fill in only the essential details. This is perfect for walk-in clients or when a client is hesitant to fill out the form. The pet parent can complete the profile later on the pet parent app.