Today we've launched an update to how custom data attributes are created and updated on client and pet profiles.
Previously all fields created for Intake Forms would populate client and pet profiles with submitted data and could be updated by editing the profile. Now this relationship is separate.
Fields on Intake Forms may still update custom attributes saved on client profiles, but it is not required. And you may choose which attributes to display on client and pet profiles.
Manually updating attributes is easier as well, having moved from the edit profile page to a modal window on the profile itself. You may organize these fields in a way that suits your business as well!
Check the help doc for more information on the changes to custom attributes.
Ever wish the software could charge clients on the day of their booking, or charge weekly for services used, and do so automatically?
Now BusyPaws can do this and more. Payment Terms allow you to customize due dates for full or partial payments on any invoice - and automate collection of those terms by charging stored cards. Read more about configuring Payment Terms in the Help Center.
Automated Billing allows you to set a frequency to issue new invoices (Daily/Weekly/Monthly), generates preview invoices nightly for clients who have uninvoiced bookings in the past or future and combined with Payment Terms can automatically collect payment when issued or at a date thereafter! Learn more about how to configure Automatic Billing here, and please let us know how you're making use of these features in your business.
Tasks are a new feature within BusyPaws to enable you to track and assign the most important activities that need to be accomplished within your business.
@mention or assign team members to ensure they receive notifications and updates, tag #clients or ##pets to generate quick links to their respective profiles.
There are many ways to use Tasks within your workflows. Check out the help article to learn more about using Tasks in your business.
We've just released additional customizable automated notifications to every account:
Additionally, the default "Welcome" notification can now be triggered to be sent any time a new client registers on your account.
For more information on the new notifications, please check this help article.