Precise Petcare: Client Profiles

Click on the question below to find the answer!

What’s on the Client Profiles page?

The Client Profiles page in Precise Petcare contains all of our clients’ personal (non-pet related) information that is relevant for our team to know in order to successfully complete pet services. This includes:

  • Client’s name
  • Names of their pets
  • Contact info (phone number and email)
  • Service address (home address)
  • Emergency contact (name and phone number)
  • Home access and general home information
  • Any attachments (PDF files)

(on mobile) If you continue scrolling, you will find pet information within the client’s profile/account. To learn more about pet profile information, click here.

What all can I do on the Client Profiles page?

On the Client Profiles page, you can access all the client’s personal information needed to effectively work with clients and their pets. This page allows you to edit client profiles, send messages to clients, and/or print the information. For details on the specific information included in a client’s profile, refer to the Q&A above.

What even is a client profile?

A client profile is a feature of Precise Petcare that contains essential information about clients, equipping you to effectively work with their pets. All clients of Hands N Paws are required to provide this information during the new client onboarding process before scheduling any pet services. Client profile information includes service addresses, home access information, general home details, and more. It’s crucial to review client profile information both before accepting services (to ensure the client is a good fit for you) and during services (to ensure you are following the client’s instructions precisely and providing the best service possible).

NOTE: Clients can update their profile information as often as they like during their working relationship with us. To learn more about tracking client profile updates, click here.

How do I view client profile information?

To view client profile information, you can do one of two things:

  1. 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.
  2. Go to the Client Profiles page and use the search feature Screen Shot 2022 09 15 at 3.21.17 PM to locate the client for which you wish to view information.

NOTE: Once you navigate to Client Profiles, you can further configure the view settings in one of two ways: Screen Shot 2022 09 15 at 2.58.31 PM and Screen Shot 2022 09 15 at 3.01.30 PM.

If you’re in Profile view, you can see a single client’s information/page and just navigate to the various clients using the client dropdown menu (Screen Shot 2022 09 15 at 3.04.59 PM).

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 Screen Shot 2022 09 15 at 3.08.39 PM on each profile to view the client’s information.

How do I view updates to client profile information?

To view updates in a specific client profile, go to the Client Profiles page and click Screen Shot 2022 09 15 at 3.21.17 PM to locate the desired client. Within the client profile, look for any fields marked with a red symbol (). This symbol indicates that the field has been updated. The “x1” in the example above signifies that the field has been updated once before. Clicking on the red box will bring up a pop-up window displaying the details of the update.

How do I edit client profile information?

To edit client profile information, please complete the steps below:

  1. Go to the Client Profiles page and use the search feature Screen Shot 2022 09 15 at 3.21.17 PM to locate the client for which you wish to view information.
  2. (On mobile) At the top of the client’s profile page, click Actions > Edit.
  3. Make edits to whichever field(s) necessary.
  4. Scroll down to the bottom of the page and click Save.

Stop your worry & stress about your pets!

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By signing this agreement, you confirm that you’ve read, understood, and agreed to the policies below. Your signature also allows us to add your email to our mailing list (you can change your preferences anytime).

Key Terms
– Client = You
– Company = Hands N Paws
– Team Member(s) = Our pet care professionals

Emergency Care Policy
You’re responsible for providing emergency instructions and medical details for your pet. Otherwise, we’ll contact your vet or an emergency clinic in case of an emergency. Team Members may make urgent care decisions (excluding euthanasia) if immediate action is needed. You’re responsible for any veterinary costs, and Hands N Paws isn’t liable for circumstances beyond our control.

Home Access Policy
A lockbox with a spare key is required to ensure we can access your home. Garage or keypad codes are okay but don’t replace the need for a lockbox. Provide clear access instructions in your account notes. If entry is complicated, email us a video walkthrough to avoid delays. Our priority is your pets, not troubleshooting access!

Cancellation Policy
We get it—plans change! Here’s our policy:
– 48+ hours notice: 100% refund as Account Credit.
– 24-48 hours notice: 50% refund as Account Credit.
– Less than 24 hours: No refund.
Refunds are issued as Account Credits and auto-apply to your next invoice.

Safe & Sanitary Environment
You understand and agree that the environment in which we provide services is reasonably sanitary and safe. If we determine that your home is unsanitary or unsafe, we’ll let you know and take appropriate action, which may include stopping services.

Service Termination Policy
In rare cases, if we believe there’s a serious danger to the health or safety of our Team Members or your pets, we may terminate services during a scheduled period. If this happens, you agree to cover the cost of boarding your pet or arranging alternative care until you return. We’ll do our best to notify you and/or your emergency contacts in these situations.

Third-Party Access Policy
You’re responsible for letting us know if anyone else will have access to your home during the scheduled services. Hands N Paws is not liable for any loss, expense, or damage caused by third parties entering your home during this time.

Vaccination, Licensing & ID Policy
Before services begin, all pets must:
– Be up-to-date on vaccinations and local licensing.
– Wear an ID tag with your contact info or be microchipped for identification.

Pet Safety Policy
For everyone’s safety, dogs must remain leashed during walks. Off-leash walks are strictly prohibited.

Accurate Pet Information Policy
Keep your pet’s info in your account accurate and up-to-date. Every three months, you’ll be prompted to review and confirm your pet’s details before being able to request services. Hands N Paws isn’t responsible for issues caused by outdated or incorrect information.

Provide Visuals Policy
For complex routines or home entry instructions, please record a video and email it to us. A visual guide helps us better understand your needs and ensures smooth service delivery.

Flexible Arrival Times
Services are scheduled within a two-hour arrival window to accommodate travel and other clients. While we’ll do our best to meet your preferred times, exact arrival times can’t be guaranteed.

Trial Visits
For extended pet care (e.g., vacation services), we require a Trial Visit while you’re still in town. This helps ensure your pet is comfortable with our team before committing to long-term care.

Service Request Approval & Availability
We do our best to accommodate all requests, but approval depends on Team Member availability. After submitting a request, you’ll receive an email confirmation or declination within 48 hours. If declined, we’ll work with you to explore alternatives.

Communication Policy
Team Members will update you on your pet’s care through post-service journal entries in your account. If they have urgent questions during a service, they’ll call you using the number on file. If you receive a Team Member’s personal number, please don’t use it freely. Keep all communication in your account by responding to journals, updating service notes, or, if needed, contact our main office.

Team Appreciation
Our Team Members work hard to care for your pets, and a little appreciation goes a long way! Feel free to leave kind journal comments, rate services, or tip for exceptional care. It means the world to us!

Meet N Greets
A Meet N Greet is required before starting services to ensure we understand your pet’s needs and provide the best care.
– Virtual Meet N Greets: Free.
– In-Person Meet N Greets: $50.
New Clients can schedule at *www.myhandsnpaws.com*; Existing Clients can book through their account.

Pricing & Surcharges
Visit *www.myhandsnpaws.com* for the most up-to-date pricing. Additional fees may apply in certain situations:
– Last-Minute Services: $15 for requests made within 24 hours.
– Holiday Services: $20 per service on major holidays.
– Additional Pets: $7 per pet beyond the first two.
– Service Adjustments: Fees may apply if additional time or tasks are required.

Payment & Billing
We accept all major credit/debit cards (Visa, Mastercard, Amex, Discover). A valid card must be stored securely in your account.
– Ongoing Services: Auto-charged every Friday for the previous week’s services.
– One-Time Services: 50% deposit charged upon confirmation; the rest is due by the last service date (auto-charged).
– Declined Payments: You’ll be notified immediately and have 24 hours to resolve it. A 10% late fee (minimum $20) applies after a second declined attempt.

Contract Terms
This agreement starts when you sign it and continues until either of us ends it. You can book additional services online anytime, depending on availability. By signing, you authorize Hands N Paws to enter your home and care for your pets without needing extra contracts for confirmed bookings.

Thanks for trusting Hands N Paws with your furry family! 🐾