Guide category
Clients and communication
Manage client relationships, messages, documents and enquiries.
How to onboard a clientSend a private form so new clients enter their own details, then review before you accept.Read guide How to add and schedule a meet & greet leadCapture a new enquiry, add their pets and book the meet & greet appointment in the pipeline.Read guide How to run a meet & greet pet assessmentRecord a structured behaviour, walking and boarding assessment per pet, with an outcome and restrictions that follow them.Read guide How to approve or decline a meet & greet and convert it to a clientTurn an assessed lead into real client and pet records in one click, or decline it with the reason on record.Read guide How to turn on your public meet & greet request pageGive new clients a branded link they can use to request a meet & greet, with every enquiry landing in your pipeline as a lead.Read guide How to message all or selected clientsSend a branded email broadcast to every client or a chosen few from the notification centre.Read guide How to change the notifications you receiveTurn on or off the daily walk list, weekly report, boarding reminders and billing summary.Read guide How to store and share documentsUpload welcome packs, insurance and contracts once, then share or email them to clients.Read guide How to create and publish your terms and conditionsWrite your terms in PawLoop, save a draft, and publish a version your clients can agree to.Read guide How to send your terms to clientsSend your current terms to everyone outstanding, to one client, or as a secure link you can text.Read guide How to track and review who has agreed to your termsSee who has agreed, chase the ones who have not, view the evidence, record agreements by hand and mark clients exempt.Read guide How to upload walk photosAdd photos from your phone or computer to Photo Hub, where they stay private until you share them.Read guide How to tag pets and choose who sees a photoTag the dogs in a photo and pick private, all clients or chosen clients, for one photo or a whole walk.Read guide How to find, download and delete walk photosFilter by pet, client or sharing, open a photo full size, download it or delete it for good.Read guide
14 days free
Create your free PawLoop account today.
Sign up in minutes and try every feature free. PawLoop starts with a 14-day free trial. Every feature included and no payment card required to sign up. Choose a plan when your trial ends.
Start free trialNo spam. No card. Just a free pass to try PawLoop.