Client and Pet Plan Management

This document outlines the process for adding a new client and setting up a pet plan in a few simple steps. Follow these instructions to ensure that client and pet information is correctly recorded and managed.

Step 1

Access the client's tab and click on the option to add a new client.

Step 2

Input all the necessary client details in the provided fields.

Step 3

Once the client has been successfully created, proceed to add a new plan by entering the pet's details.

Step 4

If there is no existing payment account, you will need to create one.

Step 5

After the payment account is set up, the pet plan will be saved successfully.